(v24) Use the Visual Menu

Use the Visual Menu

This applies to: Visual Data Discovery

Symphony's visual canvas provides a comprehensive suite of tools to help you tailor visuals quickly so they provide the information you need in the best way for you to analyze your data. These tools are available from the visual drop-down menu or from the visual sidebar menu. This topic discusses the drop-down menu.

The visual drop-down menu lists options that help you modify and use your visuals more effectively. Access by selecting in the upper right corner of a visual.

The menu options are described in the following table. Some options are only available for specific visual styles. Some options are available when you are working with a visual in a dashboard and are not available when you are working with a visual in the Visual Gallery. Controls for some of these options are available on the interactivity sidebar. See Control How Users Interact With a Visual.

The list of options available on an embedded visual's drop-down menu depends on:

• The mode setting for the dashboard. If the embed mode is readonly or Read Only, no menu is available at all.

• The visual interactivity settings specified in the visual definition.

• The dashboard interactivity settings specified for the dashboard, if those settings include override interactivity settings for all visuals in the dashboard.

When options are shown for a visual in an embedded dashboard, they may be shown in the visual sidebar menu or within the visual drop-down menu itself, depending on the setting of the editor.placement property.

• If editor.placement is set to dockRight, the options appear in sidebars using the visual sidebar menu and the resulting sidebar editing panels.

  If editor.placement is set to modals, the options appear in the visual drop-down menu itself and the resulting floating dialogs.

Option	Description
Add to Visual Gallery	Add a local visual to the Visual Gallery. See Convert Visual Gallery Visuals and Local Visuals.
Actions	Invoke an action if an action template has been enabled for the visual's data source. See Invoke an Action.
Convert to Local	Make a copy of a visual gallery visual as a local visual on the dashboard. See Convert Visual Gallery Visuals and Local Visuals.
Copy Visual	Copy a visual. See Copy Visuals.
Create Keyset	Create a keyset from the visual data. See Create a Keyset.
Create Alert	Create an alert from the visual data for this dashboard. See Create an Alert Definition .
Describe Visual	Generate a description of the visual. Select Copy Visual Summary to copy it to your device's clipboard; paste it where you need. Select Create Snippet and Insert to generate the visual's summary in a new rich text snippet, ready to edit.
Export	Export a visual or visual data. See Export Visuals.
Maximize	Maximize a visual on the dashboard for optimal viewing.
Minimize	Minimize a visual so you can see other visuals on the dashboard.
Permissions	Quickly allows you to update the user, group, and account permissions for the visual. The Visual Permissions dialog appears. See About Visual Permissions. You can only see this option if your user account has been granted the Manage Visual Permissions privilege.
Remove Widget	Remove a visual from the dashboard. This will not delete the visual from Symphony. For more information, see Delete and Remove Visuals.
Save As	Save the visual with a new name. See Save Visuals With New Names.
Settings	Opens the sidebar menu for a visual. See Use the Visual Sidebar Menu. Formerly Edit.
Undo	Undo a change you made to the visual. See Undo a Visual Action.