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(v23)  Control How Users Interact With a Data Discovery Dashboard

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Control How Users Interact With a Data Discovery Dashboard

This applies to: Visual Data Discovery

You can control how users can interact with a dashboard. You can control their ability to:

  • Resize or move visuals in a dashboard
  • Add visuals, text snippets, and filter snippets to a dashboard
  • Refresh, save or delete a dashboard
  • Filter a dashboard
  • Rename a dashboard
  • Mark the dashboard as a favorite
  • Link a dashboard or set up cross-source links in the dashboard
  • Export a dashboard

You can also apply a global set of visual interactivity settings to all of the visuals on the dashboard that overrides the interactivity settings for the individual visuals on the dashboard.

Important: User attributes are not resolved when previewing interactivity settings, and default fallbacks will be used in the Preview mode.

Control user interactions with a dashboard and its visuals

  1. Select the visual on the dashboard or in the Visual Gallery.

  2. Select the interactivity option () to the left of the dashboard title.

    select the interactivity icon to adjust dashboard interactivty settings

    The dashboard interactivity panel appears.

    Adjust interactivity settings for a dashboard and its visuals here

    By default, all interactivity settings are activated (enabled) for a dashboard. Each setting is controlled by a toggle switch. Slide the switch to the right to turn an interactivity setting on; slide them to the left to turn a setting off.

    There are two tabs on the dashboard interactivity panel: Dashboard and Visuals. The settings on each tab are described at the end of these instructions.

    In addition, you can use the Preview Interactivity Settings option to test the dashboard and visual interactivity settings. When this switch is turned on, the dashboard and visuals behave as they will when the dashboard is embedded, based on the interactivity settings for the dashboard and its visuals. The Preview Interactivity Settings switch is a temporary switch: by default it is off each time you access the dashboard. It is not saved with the dashboard; so if you turn it on and save the dashboard, it will still be off the next time you edit the dashboard.

  3. Slide the switch on or off for the interactivity settings you want to change on the Dashboard tab. See Dashboard Interactivity Settings (Dashboard Tab).

  4. Slide the switch on or off for the interactivity settings you want to change on the Visuals tab. See Visual Interactivity Settings (Visuals Tab).

  5. Select Save to save the interactivity settings.

  6. Optionally, preview the behavior with the interactivity settings applied. Slide the Preview Interactivity Settings switch on (to the right).

    Note: Custom attributes are not evaluated in Preview mode. If custom attributes are used, Symphony uses defaults to preview the interactivity settings. Customer attributes will be applied correctly in an embedded workflow.

  7. Save the dashboard. When you save a dashboard (Save option), the dashboard interactivity settings are also saved (if there are any). If there are no dashboard interactivity settings or if they have not been changed, they are not saved. When you save a dashboard with a new name (Save As option), the dashboard interactivity settings are saved to the new dashboard, but the interactivity settings for the original dashboard remain unchanged.

Dashboard Interactivity Settings (Dashboard Tab)

Each dashboard interactivity setting is described in the following table.

Dashboard Feature Group Setting Controls the ability to...
Editing Change Layout Resize or move visuals and rich text snippet widgets in the dashboard.
Add Existing Visuals Add existing visuals to the dashboard.
Add New Visuals Add new visuals to the dashboard.
Add Text Snippets Add text snippets to the dashboard.
Add Filter Snippets Add filter snippets to the dashboard.
Delete Delete the dashboard. When this setting is turned off, the  dashboard icon is not available.
Save Save the dashboard. When this setting is turned off, the  dashboard icon is not available.
Save As Save the dashboard and unsaved changes as a dashboard using a different name. When this setting is turned off, the  dashboard icon is not available.
Filter Apply filters to the dashboard. When this setting is turned off, the dashboard icon is not available. You can still apply filters to the visuals, however.
Rename Rename the dashboard.
Change Description Allow users to change the description on the Info sidebar menu if one exists.
Add to Favorites Mark the dashboard as a favorite. When this setting is turned off, the  dashboard icon is not available.
Share Filter Sets Share saved filter sets with other users. When this setting is turned off, other users cannot view or use the filter sets for the dashboard.
Schedule Reports Schedule reports for the dashboard.
Share Dashboard Share the dashboard with specific users.
Comments Allow users with Commenter access or higher to create, view, and manage their own comments. See Manage Widget Comments.
Data Set Up Dashboard Links Link dashboards. When this setting is turned off, the  dashboard icon is not available.
Refresh Refresh the dashboard data. When this setting is turned off, the  dashboard icon is not available.
Change Dashboard Interactions Link fields between disparate data sources to create cross-source links. When this setting is turned off, the  dashboard icon is not available.
Set Up Dashboard Alerts Define alerts for the dashboard.
Exporting Export to PNG/PDF Export the dashboard as a PNG or PDF file. When this setting is turned off, the Export dialog no longer provides an option to export an image. If all settings for Exporting are turned off, the  dashboard icon is not available.
Export Configuration Export the JSON configuration for the dashboard. When this setting is turned off, the Export dialog no longer provides an option to export the configuration. If all settings for Exporting are turned off, the  dashboard icon is not available.
Export Data Export the dashboard in Excel (XLSX) format as raw data or visual data. When this setting is turned off, the Export dialog no longer provides an option to export the dashboard in this format. If all settings for Exporting are turned off, the  dashboard icon is not available.

Visual Interactivity Settings (Visuals Tab)

The Visuals tab allows you to override the interactivity settings for the individual visuals in the dashboard. When the Override Visual Interactivity switch is turned on, the individual visual interactivity settings for each visual on the dashboard are overridden and ignored and the visual interactivity settings set for the dashboard are used for all of the visuals in the dashboard.

These settings are only applied to the visuals while they are used in this dashboard and not universally. The interactivity settings for the visuals themselves are not affected when used elsewhere. In other words, if a visual is used in one dashboard (Dashboard A) with Override Visual Interactivity turned on and is also used in a second dashboard (Dashboard B) with Override Visual Interactivity turned off, the individual visual interactivity settings are not honored in Dashboard A, but are honored in Dashboard B.

Each visual interactivity setting is described in the following table.

Visual Feature Group UI Setting JavaScript Setting Controls the ability to...
Data Interactivity

Metrics

 METRICS

Change metric fields (other than a metric that might be in the Group field) on the axes for the visual. This setting also controls whether a user can control the aggregation method (SUM, AVG, MIN, MAX, etc.) used for metrics in a table.

Group

 GROUPING

Change the Group field on the x-axis of the visual. This setting also controls whether a user can group tables.

Filter

 FILTER

Filter data using the Filter option from the visual drop-down menu and to the left of the visual name on a visual, or a display name if viewed in a dashboard. (To fully remove filtering functionality for a visual, be sure to turn off the Filter switch in the Context Menu settings on the interactivity sidebar too.)

Sort

 SORT

Sort and limit the data in a visual. The sort and limit () visual sidebar menu option is disabled when this switch is off and you cannot access the Sort & Limit sidebar.

Format

 FORMAT

Format specific data in a visual. These formatting options are disabled when the switch is off.
Context Menu

Zoom

 ZOOM_ACTION

Zoom into a selected data point on a visual using the Zoom option on the context menu.

Filter

 FILTER_ACTION

Filter data using the Filter option on the context menu. (To fully remove filtering functionality for a visual, be sure to turn off the Filter switch in the Data Interactivity settings on the interactivity sidebar too.)

Details

 DETAILS_ACTION

Display additional information about a specific visual data element using the Details option on the context menu.

Trend

 TREND_ACTION

View trends for a selected data point using the Trend option on the context menu.

Keyset

 KEYSET_ACTION

Create a keyset from a selected data point using the Keyset option on the context menu. (To fully remove keyset functionality for a visual, be sure to turn off the Create Keyset switch in the Visualization settings on the interactivity sidebar too.)

Actions

 ACTIONS_ACTION

Invoke an action using the Actions option on the context menu. (To fully remove actions functionality for a visual, be sure to turn off the Actions switch in the Visualization settings on the interactivity sidebar too.)

Link

 LINK_ACTION

Link to another dashboard using the Link option on the context menu.
Visualization

Settings

 SETTINGS

Specify settings for the visual. The visual settings () visual sidebar menu option is disabled when this switch is off and you cannot access the visual settings sidebar.

Rulers

 RULERS

Add visual reference lines and customize the markers used on the metric axis. The ruler settings () sidebar menu option is disabled when this switch is off and you cannot access the ruler sidebar.

Colors

 COLORS

Change the color palette used by the visual. The color settings () visual sidebar menu option is disabled when this switch is off and you cannot access the color sidebar.

Conditional Formatting

 CONDITIONAL_FORMATTING

Apply conditional formatting to data in the visual. The conditional formatting () visual sidebar menu option is disabled when disabled.

Create Keyset

 KEYSET

Create a keyset from the visual data using the Create Keyset option from the visual drop-down menu. (To fully remove keyset functionality for a visual, be sure to turn off the Keyset switch in the Context Menu settings on the interactivity sidebar too.)

Save

 SAVE

Save the visual.

Save As

 SAVE_AS

Save the visual using a new name.

Copy

 COPY

Copy a visual using the Copy Visual option from the visual drop-down menu.

Actions

 ACTIONS

Invoke an action using the Actions option from the visual drop-down menu. (To fully remove actions functionality for a visual, be sure to turn off the Actions switch in the Context Menu settings on the interactivity sidebar too.)

Remove

 REMOVE

Remove a visual using the Remove Visual option from the visual drop-down menu.

Visual Style

 VISUAL_STYLE

Change the style of a visual. The visual style settings () visual sidebar menu option is disabled when this switch is off and you cannot access the visual type sidebar.

Select Time Bar Field

 TIMEBAR_FIELD

Change the time field on the time bar.

Maximize

 MAXIMIZE

Maximize a visual for optimal viewing.

Rename

 RENAME

Rename a visual.

Show Time Bar Panel

 TIMEBAR_PANEL

Show the time bar for the visual.

Info

 Info

Allow users to edit information in the Info sidebar menu.
Exporting

Export to PNG/PDF

 EXPORT_PNG_PDF

Export a visual to PNG/PDF using the Export option from the visual drop-down menu.

Export to CSV

 EXPORT_CSV

Export a visual to a CSV file using the Export option from the visual drop-down menu.

Export to XLSX

 EXPORT_XLSX

Export a visual to an XLSX file using the Export option from the visual drop-down menu.

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