(v24) Edit Visuals

Edit Visuals

This applies to: Visual Data Discovery

Edit visuals directly on a Symphony dashboard or in the Visual Gallery. When you modify a visual from the Visual Gallery and save your changes, the changes are made to the visual in the Visual Gallery and everywhere the visual is used on dashboards.

To edit a visual, you must be logged in as a user belonging to a group with the privilege Administer Visuals enabled.

Edit a visual

1. Select the visual on a dashboard or in the Visual Gallery. When selected on a dashboard, a blue border appears around the visual. If you select a visual with a streaming data source, the time bar (Data DVR) appears.

2. Depending on the edits you need to make, select an item on the visual drop-down menu () or one of the sidebars for the visual. You can also use the axes labels on the visual to change what is displayed and the context menu to visualize the data on your visual, adjust the settings, and more.

   Some of the options described here can be performed in the Visual Gallery, some only when editing the visual in a dashboard, and some in both.

   Edit Option	Procedure	Visual Gallery/ Dashboard/Both
   Change the data shown	Depending on the style of the visual, select new data fields in the axes labels. See Change the Axes	Both
   Modify the visual style	Select on the sidebar menu. A corresponding sidebar appears. See Change the Visual Style.	Both
   Modify the colors	Select on the sidebar menu. A corresponding sidebar appears. See Change Color Schemes.	Both
   Modify the rulers and reference lines	Select on the sidebar menu. A corresponding sidebar appears. See Use Rulers and Use Reference Lines.	Both
   Modify visual information	Select or on the sidebar menu. A corresponding sidebar appears. See Modify Visual Names, Display Names, and Descriptions.	Both
   Modify visual settings	Select on the sidebar menu. A corresponding sidebar appears. See Change Visual Settings.	Both
   Manage the visual time bar	Select on the sidebar menu. A corresponding sidebar appears. See Use the Time Bar.	Both
   Sort or otherwise limit the visual	Select on the sidebar menu. See Sort and Limit Visual Data	Both
   Apply new or saved filters to your visual	Select to the left of the visual name or select on the sidebar menu to display the Filters sidebar. Use the Filters sidebar to add and apply a new filter to your data or to select a saved filter to apply to your data. See Filter Data.	Both
   Apply Conditional Formatting	Select on the sidebar menu to display the Conditional Formatting sidebar. Apply color and text formats based on conditional rules. See Using the Conditional Formatting Sidebar.	Both
   Adjust visual interactivity	Select on the sidebar menu. See Control How Users Interact With a Visual.	Visual Gallery
   Create a keyset	Select and Create Keyset from the visual drop-down menu. See Create a Keyset.	Both
   Invoke an action	Select and Actions from the visual drop-down menu. See Invoke an Action.	Both
   Export the visual	Select and Export from the visual drop-down menu. See Export Visuals.	Both
   Copy the visual	Select and Copy Visual from the visual drop-down menu. See Copy Visuals.	Dashboard
   Save the visual	Select . Changes are saved in the dashboard and in the Visual Gallery.	Dashboard
   Remove a visual from the dashboard	Select and Remove Widget from the visual drop-down menu. See Delete and Remove Visuals.	Dashboard
   Add or view widget comments	Select from the sidebar menu. See Manage Widget Comments.	Dashboard

3. Optionally, edit the number or date and time format for this visual. See Configure Number Formatting for Visuals and Configure Date and Time Formatting for Visuals.

4. Make your changes.

5. When you have finished making changes to your visual, be sure to save it. See Save Visuals With Their Current Names.