(v24) Use the Visual Sidebar Menu

Use the Visual Sidebar 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 and from the visual sidebar menu. This topic discusses the visual sidebar menu.

The visual sidebar menu appears to the right of every visual edited from the Visual Gallery. With the exception of the visual interactivity option, it is also available when you select Settings on the visual drop-down menu when editing a visual in a dashboard.

Selecting options on the visual sidebar menu opens and closes sidebars that allow you to control:

• The style of a selected visual
• The settings used for a selected visual
• The configuration of pivot tables and tables of raw data
• The filters used for a selected visual
• Time bar settings for a visual
• Sort and limit options for a selected visual
• Ruler and reference line settings for a selected visual
• Colors for a selected visual
• Interactivity settings for a selected visual (only available in the Visual Gallery)
• General information for a selected visual
• View and manage comments, if applicable, for a visual or widget

When you are editing a visual on a dashboard, you must first select a visual (a blue border appears around the selected visual) and then select Settings on the visual drop-down menu. This makes the visual sidebar menu available.

If an option on the visual sidebar menu cannot be selected, the settings controlled by that sidebar are not available for the visual style you have selected.

The following visual sidebar menu options are available:

Menu Option	Opens Sidebar
	Opens or closes the Visual Style sidebar. Use this sidebar to change the visual style used for the selected visual (for example, to change a pie chart to a donut chart). See Use the Visual Style Sidebar. This option is not available for list filter visuals.
	Opens or closes the Sort & Limit sidebar. Use this sidebar to sort and limit the data for the selected visual. See Sort and Limit Visual Data. This option is not available for list filter visuals.
	Opens or closes the Filter sidebar. Use this sidebar to filter the data for the selected visual. See Apply Row-Level Filters, Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard, Apply Group Filters, Create a Keyset From a CSV File, and Review and Apply a Keyset as a Visual Filter.
	Opens or closes the Time Bar sidebar. Use this sidebar to control the time bar for the selected visual. See Use the Time Bar Sidebar. This option is not available for list filter visuals.
	Opens or closes an appropriate Visual Settings sidebar. Use this sidebar to change settings for the selected visual. Different settings can be altered for different visual styles. In addition, some visual styles do not have any settings you can control in this way; this icon is disabled for these visual styles. See Change Visual Settings.
	Opens or closes the Ruler sidebar. Use this sidebar to control the rulers and reference lines on the selected visual. See Use Rulers and Use Reference Lines. This option is not available for list filter visuals.
	Opens or closes the Color sidebar. Use this sidebar to change the color settings for the selected visual. Different color settings are available for different chart styles. See Change Color Schemes. This option is not available for list filter visuals.
	Opens or closes the Conditional Formatting sidebar. Use this sidebar to define table formatting for specific data based on the attributes and conditions you set. See Using the Conditional Formatting Sidebar.
	Opens or closes the visual interactivity sidebar. Use this sidebar to control how users can interact with the selected visual. See Control How Users Interact With a Visual. This option is only available for a visual when you are viewing it in the Visual Gallery.
	Opens or closes the visual information sidebar. Use this sidebar to view basic information for the selected visual, and edit the Visual Description when opened in the Visual Gallery.
	Opens or closes the widget settings sidebar. Use this sidebar to edit basic information and reposition a widget in a widget cell for the selected visual. See Modify Visual Names, Display Names, and Descriptions and See Position Resized Widgets .
	Opens or closes the comments sidebar. View comments, or add and manage comments, depending on your dashboard access role. Use this sidebar to edit basic information for the selected visual. See Manage Widget Comments.