(v24) Use Dashboard View Mode

Use Dashboard View Mode

This applies to: Visual Data Discovery

Dashboard view mode allows you, as a data discovery dashboard owner or editor, to see the same layout and options for dashboards you share with users. Toggle between View and Edit modes using the dashboard view mode icon ().

See Share a Dashboard with Users.

View Mode

Users with Viewer access can see a shared dashboard and data in visuals at the same level of access you as have for that dashboard. You don't need to grant access to individual visuals and sources. Viewers can navigate and adjust the dashboard and visuals on a temporary basis. Any changes made are discarded when they navigate away from the dashboard.

Toggle into View mode to generally see what your dashboard viewers see. Icons, options, or settings they can't access are disabled or hidden from view. If you are an editor or owner toggled into View mode, any changes you make are temporary as well. When you navigate away from the dashboard or switch back to Edit mode, the temporary changes are discarded.

You can configure your embedded dashboards to hide widgets for unavailable visuals from Viewer users using hideRestrictedVisuals. When enabled, available widgets adjust to fit the dashboard, replacing unavailable visuals. If no visuals are available, the dashboard displays a message that no visuals are available.

Note: Your access and permission levels as a dashboard owner are different from your typical viewer users. The icons and options you see when working in View mode may be different from users with Viewer access.

Edit Mode

Users with Editor access can see a shared dashboard and data in visuals at the same level of access you have for that dashboard. You don't need to grant access individually to visuals and sources. Editors can adjust the dashboard and visuals, saving changes to the dashboard while in Edit mode.

Dashboards are opened in Edit mode for dashboard owner and editor users. Toggle between Viewer and Edit modes to see generally what your dashboard viewers and editors see. Icons, options, or settings Viewers can't access are disabled or hidden from view..

Note: Your access and permission levels as a dashboard owner are different from your typical editor users. The icons and options you see when working in Edit mode may be different from users with Editor access.

Interactivity

When you create or edit a dashboard for your users using Symphony, you can also control what options they see and changes they can make by defining appropriate interactivity settings. For both standalone and embedded environments:

• You can define preferred interactivity settings

• Interactivity profile settings are applied

See Control How Users Interact With a Dashboard.

Embedded Environments

In embedded environments, dashboards open in Edit mode for all Owners and Editors. Toggle between Viewer and Edit modes to see generally what your dashboard viewers and editors see. Any icons, options, or settings they can't access are disabled or hidden from their view.

You can also define a preferred embed configuration by

• Defining the default mode for Editors

• Enabling or disabling access to interactivity settings for Editors

See Control How Users Interact With a Dashboard and Editor Configuration (editorUserSettings Property).

Controls Visibility

Controls visibility for dashboards are shown below. If Hidden, the visibility can't be overridden. If Default, visibility is controlled by the interactivity profile, interactivity overrides, or user permissions.

Control	View Mode	Edit Mode
Dashboard Interactivity	Hidden	Default
Dashboard Layout	Hidden	Default
Changing Layout	Hidden	Default
Save	Hidden	Default
Add new or Place existing Visuals / Add Snippets	Hidden	Default
Dashboard Links	Hidden	Default
Cross-Source Links / Cross-Visual Links	Hidden	Default
Delete	Hidden	Default
Unsaved Changes (Label, Alert)	Hidden	Default
Alerts	Default	Default
Save As	Default	Default
Share Dashboard	Hidden	Default
Export	Default	Default
Favorite	Default	Default
Refresh	Default	Default
Schedule	Default	Default
Filter	Default	Default

Controls visibility for widgets are shown below. If Hidden, the visibility can't be overridden. If Default, visibility is controlled by the interactivity profile, interactivity overrides, or user permissions.

Control	View Mode	Edit Mode
Widget Header	Default	Default
Widget Pickers	Default	Default
Maximize Widget	Default	Default
Export Visual Data	Default	Default
Export Raw Data	Default	Default
Export PDF/PNG	Default	Default
Change Widget Settings	Hidden	Default
Change Settings for Snippets	Hidden	Default
Copy Visual	Hidden	Default
Remove Widget	Hidden	Default
Add to Visual Gallery	Hidden	Default
Convert to Local Visual	Hidden	Default
Undo Changes	Default	Default
Save as Visual	Default	Default
Create Keyset	Hidden	Default
Visual Permissions	Hidden	Default
Edit Snippet	Hidden	Default