Create a visualization with the new builder

Before you start

You need an Editor role in your Dcycle organization.

Steps

Step 1

Open a footprint project from the left navigation (here “Carbon footprint 2025”). Visualizations are scoped to a single project.

Step 2

In the project menu, click “Visualization”.

Step 3

The Visualization page opens on “Dashboard”, an automatic view that keeps working exactly as before. Tabs across the top let you switch between it and any custom views you add — the “+” tab adds a new, empty view.

Step 4

Click the “+” next to the tabs to add a new view.

Step 5

An empty view (here “Vista 2”) is ready for its first visualization.

Step 6

An empty view offers two ways to fill it: “Create with Leia” (AI) or “Add visualization”, which opens a menu with “New visualization” (the builder) and “Template” (ready-made charts, unchanged from before).

Step 7

Click “Add visualization”.

Step 8

Click “New visualization” to open the builder.

Step 9

Step 1, “Source”: search or browse every data source in one place — Dcycle KPIs, Dcycle categories, your own custom categories, facilities, vehicles, KPI groups and the shipments map. Pick one to continue.

Step 10

Choose a source — here the “Emissions” KPI.

Step 11

Click “Next” to move on to the “Data” step.

Step 12

Step 2, “Data” gives you full control: reporting framework, consolidation type, date range and time granularity across the top, plus filters. Below, add fields as Rows, Columns or Value — including intensity metrics, formulas and percentages — and drag them to reorder. The preview on the right updates live as a table.

Step 13

When the data looks right, click “Next” to move on to the “Chart” step.

Step 14

Step 3, “Chart”: name the visualization and pick one of six chart types — Table, Bar, Line, Area, Pie or Single value — with sorting options. The preview updates instantly as you switch types.

Step 15

Try a different chart type — here “Bar” — to see the preview update.

Step 16

Click “Save” to add the visualization to the view. Dcycle autosaves your progress as you go through the builder, so you can close it and pick up later without losing changes.

Step 17

Nothing changes for visualizations, templates and automatic dashboards you already had — they keep working as before. Once saved, organize visualizations into tabs, duplicate or delete them, and export any table to CSV from its “⋯” menu.