Interactive Analysis for Performance Analytics

concept australia Updated Sep 10, 2026 1 min read interactive-analysis-pa.md
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Interactive Analysis enables you to quickly explore Performance Analytics data using visualizations.

Note: Platform Analytics does not support interactive analytics.

From any Core UI list of records, you can access an interactive set of reports on the list data. You can also manipulate the data by grouping, stacking, aggregating, and applying interactive filters. Tap the visualization to drill down into the data. Tap the information icon ([Omitted image "PreviewIcon.png"] Alt text: Information icon) to edit the source filter, view the list of applied filters, and copy the URL of the analysis.

[Omitted image "interactive-analysis-p.png"] Alt text: Interactive analysis with information panel option

Parent Topic:Configure Performance Analytics fundamentals

Launch Interactive Analysis

Launch Interactive Analysis from any list.

Before you begin

Role required: none.

You must have access to the list of records that you want to analyze.

Procedure

  1. Navigate to any list.

  2. Configure the columns that are displayed on the list.

    The columns that appear on the list when you launch Interactive Analysis determine which fields are included in the analysis. The included fields determine which Group by and Stack by options are available, and which interactive filters appear by default.

  3. Right-click the column header for a reference, choice, date/time, integer, or boolean field and select Launch Interactive Analysis.

    The column that you launch Interactive Analysis from is used as the default Group by value.

  4. Change how data is aggregated by selecting different values in the Group by and Stack by choice lists, or filter the data by applying one or more interactive filters.

  5. Drill down into a subset of the data by clicking a visualization, such as a bar in the bar chart or a cell in the heatmap.

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