Visuals

Create Visual

Step 1: In JustPerform web, go to the Modelling tab and select a sheet, standard or virtual model to base the Snippet on.

Step 2: In the level2 header, locate the icon to start creating Snippet. Snippet menu contains three panes: Public, Private and Stories. User can access existing Snippets here. Below, locate the Create Snippet button and select Visual. A Snippet creation pane will open.

Step 3: Fill in the Snippet details as below:

• Name: Name of the Report

• Title : Report name to be displayed

• Private : Checked by Default

• Fields: All the fields and their attributes can be viewed by collapsing. Move the desired attributes to rows/ columns/ filters.

• Layout : In this configuration, Axis (Categories) represents the data displayed in rows, while Legend (Series) pertains to the data presented in columns. Click the icon to select members. Note that the members here cannot be blank. Click icon to move fields within the layout or remove them.

Step 4 : Refresh to apply the changes and view updated data

Step 5 : Click to publish visual.

Step 6 : Convert within visual types using the charts option from the level2 header, apply styles, and manipulate visual display like data labels, axes titles, legend etc.

Visual