Edit Visuals

You can edit visuals directly on a Composer dashboard or in the Visual Gallery. You can also edit a visual when it has been maximized in a dashboard. 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 an administrator or as a user belonging to a group with the privilege Can Administer Visuals enabled.

To 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 radial 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/Bothn
    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 on the sidebar menu. A corresponding sidebar appears. See Modify the Visual Title and Description. 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
    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 and Save from the visual drop-down menu. Changes are saved in the dashboard and in the Visual Gallery. Dashboard
    Remove a visual from the dashboard. Select and Remove Visual from the visual drop-down menu. See Delete and Remove Visuals. Dashboard
  3. Make your changes.

  4. When you have finished making changes to your visual, be sure to save it.