Creating a Visualization With New Content in WebFOCUS Designer

WebFOCUS Designer provides a wide variety of content creation options, allowing you to create new charts and reports in a page, or create a page with existing content. If you create a visualization with new content, you can also customize the data that you use in your content by joining additional tables to your original data source.

The following are a general set of steps that you can use to create new content in WebFOCUS Designer:

1. On the WebFOCUS start page, click the plus button and then click Create Visualizations.

   Or, on the WebFOCUS Home Page, click Visualize Data.

   WebFOCUS Designer opens in a new browser tab.

2. Select a workspace and a data source available from that workspace.

   Once you select a data source, WebFOCUS Designer loads with options to create a single content item.

3. Start by creating a new chart or report.
   1. From the Content picker, select a content type. You can choose from different chart types and report layouts.
   2. With the Fields tab selected on the sidebar, drag fields from the Resources panel into the buckets in the Properties panel to create content.

      You can also double-click a field or drag it onto the canvas to add it to the default bucket for that field type.

   3. Optionally, filter your content by dragging a field into the Filter toolbar or Filters bucket.

      Prompted filters in the Filter toolbar affect the entire page, while static filters in the Filters bucket affect only the item for which they were created.

   4. Use the options of the Format tab of the Properties panel to style your content.

   Once you've created content, you can save it as a single item or turn the visualization into a page.

4. If you want to create a page with multiple content items, click Add visualization on the Visualization toolbar to turn the visualization into a page.

   The first item you created is moved into a container, and a second container is created.

   To create a page that only contains the single item that you have created, click Convert to Page on the Visualization toolbar. The item is moved into a container, but a second container is not added.

5. Continue adding content to the page. You can create a new container by dragging one from the Container tab on the sidebar, or click Add visualization again to create a new container. You can then create a new content item as outlined in step 4. You can also drag a field from the field list onto an empty area of the canvas to create a new container with content using that field.
6. Select different areas of the page and style and format them using the options on the Properties panel.

   The entire page, sections, containers, filter controls, and filter cells all have their own set of styling and formatting options.

7. Once you have finished creating your visualization, save it. You can also preview the visualization to see run-time behavior by clicking Run in new window.

You can now add your visualization to a portal and share it with others. If you created a single content item instead of turning the visualization into a page, the item can be added to new visualizations as external content.