Quick Start Reference - Use Visual Data Discovery Dashboards and Visuals
This applies to: Visual Data Discovery
Dashboards
- Manage Data Discovery Dashboards
- Use the Symphony Data Discovery Dashboard Library
- Create Data Discovery Dashboards
- Edit a Data Discovery Dashboard
- Use Dashboard View Mode
- List Dashboards
- Use the Dashboard Icon Bars
- Copy a Dashboard
- Refresh Data on a Dashboard
- Descriptions
- Link a Data Discovery Dashboard
- Save a Dashboard
- Rename a Data Discovery Dashboard
- Share a Data Discovery Dashboard with Users Inside Your Tenant Account
- Dashboard Smart Loading
- Dashboard Layouts
- Move, Swap, and Resize Visuals and Widgets in a Dashboard
- Lock and Unlock Widget Positions
- Using the Responsive Dashboard Layout
- About Dashboard Permissions
- How Data Discovery Dashboard Permissions Are Determined
- Grant Permissions for a Data Discovery Dashboard
- Modify Permissions for a Data Discovery Dashboard
- Revoke Permissions for a Data Discovery Dashboard
- Revoke or Change Shared Data Discovery Dashboard Access
- Control How Users Interact With a Data Discovery Dashboard
- Export Data Discovery Dashboards
- Import a Data Discovery Dashboard
- Delete a Data Discovery Dashboard
Visuals
- Manage Visuals
- Symphony Data Discovery Visual Metrics and Attributes Reference
- Visual Setup
- The Visual Interface
- Use the Visual Gallery
- Add Visuals to the Visual Gallery
- Add Visuals to a Dashboard
- Add Existing Visuals to a Dashboard
- Add Local Visuals to a Dashboard
- Convert Visual Gallery Visuals and Local Visuals
- Visual Names and Display Names
- Use the Visual Sidebar Menu
- Use the Visual Menu
- Use the Context Menu
- Edit Visuals
- Control How Users Interact With a Visual
- Configure Number Formatting for Visuals
- Configure Date and Time Formatting for Visuals
- Copy Visuals
- Save Visuals With Their Current Names
- Save Visuals With New Names
- Delete and Remove Visuals
- Export Visuals
- Export a Visual as an Image
- Export Visual Data in CSV or XLSX Format
- Export Raw Data in CSV or XLSX Format
- About Visual Permissions
- How Visual Permissions Are Determined
- Grant Permissions for a Visual
- Modify Permissions for a Visual
- Revoke Permissions for a Visual
- Keyboard Controls
Edit and Design Visuals
- Edit Visuals
- Modify Visual Names, Display Names, and Descriptions
- Change the Visual Style
- Use the Visual Style Sidebar
- Change Visual Settings
- Sort and Limit Visual Data
- Undo a Visual Action
- Sort & Limit Processing for Visuals With Two Attribute Group-By Fields
- Change the Axes
- Change the Visual Color Metric
- Change Color Schemes
- Specify Colors
- Use Rulers
- The Rulers Sidebar
- Enable and Disable Ruler Grid Lines
- Configure the Ruler Y-Axis Range Settings
- Use the Ruler Log Scale Function
- Use Reference Lines
- Create a Reference Line
- Delete a Reference Line
- Modify a Reference Line
- Chart and Gauge Axes
Visual Types
- Symphony Data Discovery Visual Metrics and Attributes Reference
- Arc Gauges
- Bar Chart Styles
- Standard Bar Charts
- Bars: Histograms
- Bars: Multiple Metric Charts
- Modify Bar Charts
- Bullet Gauges
- Box Plots
- Combo Charts
- Donut Charts
- Heat Maps
- KPI Charts
- Line Charts
- Edit Line & Bar Trend Charts
- Line Trend: Attribute Value Charts
- Line Trend: Multiple Metric Charts
- List Filter Visuals
- Maps
- Marker Maps
- US Region Maps
- World Maps
- Pie Charts
- Pivot Tables
- Configure Settings for a Specific Pivot Table
- Modify Pivot Table Rows
- Modify Pivot Table Columns and Column Widths
- Modify Pivot Table Metrics and Metric Layout
- Rearrange Pivot Table Fields
- Sort Data in a Pivot Table
- Scatter (Bubble) Charts
- Floating Bubble Charts
- Packed Bubble Charts
- Scatter Plots
- Sunburst
- Tables
- Table Context Menu
- Configure Settings for a Specific Table
- Configure Conditional Formatting
- Using the Conditional Formatting Sidebar
- How Symphony Applies Formatting Rules
- Using the Conditional Formatting Sidebar - Tables
- Using the Conditional Formatting Sidebar - Pivot Tables
- Add or Remove Table Columns
- Select Columns Using the Table Settings Sidebar
- Select Columns Using the Table Context Menu
- Hide Columns Using the Table Settings Sidebar
- Hide Columns Using the Table Context Menu
- Move Table Columns
- Change Column Widths
- Group and Ungroup Table Data
- Group Table Data Using the Table Context Menu
- Group Table Data Using the Table Settings Sidebar
- Ungroup Table Data Using the Table Context Menu
- Ungroup Table Data Using the Table Settings Sidebar
- Change Time Field Granularity in Tables
- Change Metric Aggregation in Tables
- Change Aggregation Using the Table Context Menu
- Change Aggregation Using the Table Settings Sidebar
- Change Table Pagination
- Sort Data in a Table
- Format Numeric Table Data Using the Table Context Menu
- Format Time Table Data Using the Table Context Menu
- Tree Maps
- Waterfall
- Word Clouds
Time Bars, Time Intervals
- Use the Time Bar
- Use the Time Bar Sidebar
- Enable the Time Bar for a Visual
- Disable the Time Bar for a Visual
- Change the Time Bar Field
- Adjust the Time Bar Range
- Adjust the Time Bar Range Using the Time Range Dialog
- Adjust the Time Bar Range Using Time Bar Sliders
- Select the Maximum Time Range
- Zoom Into a Time Bar Range
- Filters and Time Bar Interaction
- Work with Unified Time Bars
- Live Mode and Historical Playback
- Even Time Intervals
- Apply Even Time Intervals on Most Visuals
- Apply Even Time Intervals on Pivot Tables
- Apply Even Time Intervals on Tables
Filters
- Filter Data
- The Filters Sidebar
- Apply Row-Level Filters
- Apply a Row-Level Filter to a Visual
- Apply a Row-Level Filter to a Dashboard
- Set an Attribute Filter
- Set a Numeric Field Filter
- Set a Time Field Filter
- Apply Wildcard Filters to a Visual or Dashboard
- Apply a Filter to Dashboard Visuals Using the Context Menu
- Apply Group Filters
- Apply a Group Filter from a Custom Metric
- Apply a Group Filter from a Metric
- Apply a Saved Filter to a Visual or Dashboard
- Viewing the Applied Filters for a Visual
- Maintain Saved Filters
- Create a Saved Filter
- Edit a Saved Filter
- Delete a Saved Filter
Tags
Comments
Rich Text Snippets
- Manage Rich Text Snippets
- Format Rich Text Snippets
- Add Rich Text Snippets to a Dashboard
- Edit Rich Text Snippets
- Use the Rich Text Snippet Menu
- Copy Rich Text Snippets
- Export Rich Text Snippets
- Delete Rich Text Snippets
Filter Snippets
- Manage Filter Snippets
- Add Filter Snippets to a Dashboard
- Use the Filter Snippet Menu
- Use The Filter Snippet Sidebar Menu
- Link Filter Snippets
- Connect Visuals to a Filter Snippet
- Custom Values for Filter Snippets
- Edit Filter Snippets
- Delete Filter Snippets
Alerts
- Symphony Notifications (Alerts)
- Set Up a Notification
- Notification Types
- Notification Options
- View or Update Notifications
Scheduled Dashboard Reports
- About Scheduled Data Discovery Dashboard Reports
- Scheduled Dashboard Report Prerequisites
- Schedule a Dashboard Report
- Update a Scheduled Data Discovery Dashboard Report
- Delete a Scheduled Dashboard Report
- Scheduled Dashboard Report Permissions and Behavior
- Scheduled Data Discovery Dashboard Report Properties
- Configure Recipient Rules
- Disable Sending Scheduled Dashboard Reports to External Users
Links and Filters
- Link a Data Discovery Dashboard
- Use Cross-Source Links
- Define Cross-Source Links
- Edit Cross-Source Links
- Remove Cross-Source Links
- Use Cross-Visual Links for Cross-Visual Filtering
- Control How Cross-Visual Filters Interact in a Dashboard
- Understand the Cross-Visual Filtering Tab
- Publish a Link
- Mute a Published Link
- Revoke a Published Link
- Subscribe a Visual to a Link
- Mute a Subscribed Link for a Visual
- Specify Cross-Visual Filters for Cross-Visual Links
- Embed Cross-Visual Link Publish and Subscribe Settings Using JavaScript
- Publish Custom Cross-Visual Filters
- Subscribe to a Cross-Visual Filter
- Supported Cross-Visual Publish JavaScript Properties
- Published Cross-Visual JavaScript Message Structure
- Supported Cross-Visual Subscribe JavaScript Properties
- Date-Time Formats in Cross-Visual Filters
- Embedded Dashboard Cross-Visual Publish and Subscribe Example
- Custom Chart Support for Cross-Visual Links and Filters
- Control Filter Dialog Values
- Remove a Filter from a Visual or Dashboard
Keysets
- Use Keysets
- Create a Keyset
- Create a Keyset From the Visual Result Set
- Create a Keyset From a Data Point
- Create a Keyset From a CSV File
- Update Keyset Values From a CSV File Using the UI
- Upload Keyset Data From a CSV File Using the API
- Update Keyset Values From a CSV File Using the API
- Review and Apply a Keyset as a Visual Filter
- Delete a Keyset
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