Build a column chart of Net Sales by Region, filter it to 2025, and save it for later use.

You need permission to create reports and access to an analysis model. This example uses Retail Chain Operations; Set Up the Sample Data loads it in a few minutes. With another model, use your own category, sales measure and year field.

1. Add a chart

1. From Home, click Create Report.
2. In Components → Charts → Column & bar, click Clustered column.
3. Click the canvas to place it, or double-click the tile instead. Select the chart to show its Data panel.

2. Connect the data

1. Click + under Analysis model.
2. Find your model and expand it. The upper entry is the analysis model and the entries beneath it are its cubes; here the only cube is also called Retail Chain Operations. Select the circle beside the cube, then click Back.
3. Click + under X-axis, expand the dimension group, select Region, and click Back.
4. Click + under Measures, expand Sales, select Net Sales, and click Back.

The chart now groups sales by region, and its title fills in as Net Sales by Region. Field names and folders come from your model.

3. Filter to one year

1. At the bottom of Data, click + in Filters.
2. Find and select Year.
3. Keep Filter type → List and Inclusion. Select 2025.
4. Click Apply, then Back.

Check that the values change and Year appears under Filters. This condition belongs to this chart; it does not create a filter control for readers.

4. Arrange and check

Drag the chart to position it. Use its resize handles or the toolbar's W(px) and H(px) fields to change its size. Press Enter after entering a size.

Open Style to adjust the title, data labels, axes and colours; turned-on data labels show compact values such as 1.04M (see Display Units and Decimal Places). Click Preview to check the report without the editing panels, then Edit to return. A report that has never been saved asks you to save it first; see the next step.

5. Save

1. Click Save.
2. The dialog opens in Personal for a report created from Home. Open a subfolder, click New folder, or choose Public if you can write there. The example below saves into Personal / Visualizer Guide 2026.
3. Enter Regional Sales 2025 as the File name, then click Save in the dialog. Names cannot contain \ / : * ? " < > | [ ] + % # & = '; the message lists the characters to remove.
4. Open the saved report and confirm that its chart and year filter remain present.

Next steps

• Let readers choose the year or region with a filter component.
• Add a second chart and click a bar to cross-filter it.
• Let people open the report without signing in through a share link.
• Arrange the report for phones in the mobile layout.