(v24) Modify Visual Names, Display Names, and Descriptions

Modify Visual Names, Display Names, and Descriptions

This applies to: Visual Data Discovery

Update the information about your visuals in the Visual Gallery easily to organize and display extended information about these visuals. This includes:

• Visual Name - The name of the visual as saved in the visual gallery. View on the Info panel in the visual gallery.
• Visual Description - A short description of the visual. Searchable in the Visual Gallery. View on the Info panel.
• Display Name - The name of the visual as displayed in dashboards. View and edit in the Widget panel.
• Description - A short description of the widget. View and edit in the Widget panel.

Note: To modify Descriptions for other resources in your environment, see Descriptions.

This information is included and used in your dashboards, but can be edited as needed.

Edit the Visual Name and Visual Description in Visual Gallery

1. Select the visual to edit in the Visual Gallery.

2. Select the info option () on the sidebar menu for the visual. The Info sidebar opens.

   

   The data source and visual type are shown here, but can't be changed here.

3. Change the visual name in the Visual Name field. You can also change the name of a visual by selecting the name in the visual itself. See Visual Names and Display Names.

4. Optionally, add a visual description, or edit an existing one in the Visual Description field, up to 750 characters. You can search for the visual using this information in the Visual Gallery.

5. Select Save to save your changes in the sidebar menu, then the Save icon () for the visual to save all of your changes.

Edit the Display Name and Description in a dashboard

1. Select a local visual or a shared visual on a dashboard.

2. Select Settings on the visual drop-down menu to access the sidebar menu for the visual.

3. Select widget settings (). The Widget Settings sidebar opens. Edit Widget Settings or Position settings as needed.

   

   Note: Change the display name in the Display Name field.

   You can also change the display name by selecting the title in the dashboard. See Visual Names and Display Names.

4. Change the description in the Description field, up to 750 characters. There is no description by default.

5. Select a header behavior. The default setting is Show; this displays the header at all times.

   • Show (default) displays the header at all times.
   • Show on Hover hides the header in Viewer mode unless users perform a hover action over the widget where the header is temporarily hidden.
   • Hide completely hides the header inViewer mode.

6. Customize the picker behavior, if applicable. The default setting is Show; this displays the picker at all times.

   • Show (default) displays the picker at all times.
   • Hide completely hides the header in Viewer mode.
   • Custom allows you to show or hide attributes such as colors, axis labels, and other available attributes or metrics. When disabled, an attribute or metric is hidden in Viewer mode.

7. Adjust the Position of the content in the widget, if applicable. See Position Resized Widgets .

8. Select the Save button to save the changes you made in the sidebar menu for the instance of this visual, then the Save icon () for the dashboard to save your changes.