Use the Visual Menu

Composer'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. It is accessed 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:

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.

Option Description
Actions Invoke an action if an action template has been enabled for the visual's data source. See Invoke an Action.
Copy Visual Copy a visual. See Copy Visuals.
Create Keyset Create a keyset from the visual data. See Create a Keyset.
Edit Visual Opens the sidebar menu for a visual. See Use the Visual Sidebar Menu.
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 Can Manage Visual Permissions privilege.
Remove Visual Remove a visual from the dashboard. This will not delete the visual from Composer. For more information, see Delete and Remove Visuals.
Save As Save the visual with a new name. See Save Visuals With New Names.