Box reports

Box reports, also called box plots, visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.

Use box charts to report multiple data sets from different sources that are related to each other.

For example, use a box chart to view the age range of all customers who attended a convention. The box chart helps you determine where most ages are grouped. With this information, you can attempt to increase attendance levels at future events by targeting advertisements at the age groups that had lower attendance levels.

Note: On instances with Unified Analytics enabled, and on new Australia instances, both Core UI reports and Platform Analytics experience data visualizations are found in the Platform Analytics library. Navigate to All > Platform Analytics > Library > Data Visualizations. For more information, see Exploring the Data Visualizations library.

A box chart displays the following information for each group of data:

1. Sample maximum
2. Upper quartile
3. Median
4. Mean
5. Lower quartile
6. Sample minimum

Note: When accessibility is enabled, this visualization includes a report that screen readers can interpret. For more information, see Enabling accessibility features.

Create a box report

Create a box report to show the distribution of values in a data set.

Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

About this task

Box reports enable you to show data organized by statistical averages.

Procedure

1. Navigate to All > Platform Analytics > Library > Data Visualizations and select New.

2. On the Data tab, give the report a name that reflects the information being grouped.

3. Select the applicable source for the report.

1. On the Type tab, enter Box in the filter, select the report type, and click Next.

   The application shows a preliminary version of the report. To view the updated report at any time, select Run.

2. On the Configure tab, fill in the following fields and select Next.

1. Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type).

   Select the filter icon (

1.  In the Sorting Order list, choose the field you want to sort on and then choose **a-z** or **z-a** for alphabetical order or reverse alphabetical order.

    The list contains all possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report \(column, row, Group by, Stack by, or Trend by depending on the report type\).

    **Note:** On fields from dot-walked \(extended\) tables, you can only sort on date fields.

2.  Select the sort plus icon \(

3.  Select **Save**.
For fields of the type Choice list, sort order is not determined alphabetically based on Label, it is sorted based on the **Value** of the choice field. For multi-level pivot table and heatmap reports, sort order is determined by the sequence of the choices in the list.

1. To limit the information displayed in the report, select the filter icon (

To learn how to construct conditions, see [Condition builder](../../platform-user-interface/c_ConditionBuilder.md).

**Note:** In aggregated and list reports, language-dependent filter conditions may return zero results on localized instances.

1. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.

2. Select Save to continue editing the visualization, or Save and close to return to the Analytics Overview main screen.

What to do next

• Select the Report info icon (

• Select the sharing icon (

Box report style options

Configure the look of your box report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the report looks with the changed settings, click Save.