Editing visualizations

You can edit a visualization either from a dashboard that contains that visualization or by managing your saved objects.

Before you begin

To edit visualizations, you must either be the owner of the API provider organization, or be assigned a role that has the Analytics > Manage permission for the selected Catalog or Space. For information about enabling Spaces in a new or existing Catalog, see Creating and configuring Catalogs and Enabling Spaces in a Catalog. For more information about assigning Catalog or Space permissions to a role, see Managing Catalog membership and Managing Space membership.

About this task

If Spaces are not enabled in the selected Catalog, all dashboards that contain the modified visualization are updated to reflect the changes made for that visualization. If Spaces are enabled in the selected Catalog, when you edit a visualization at the Catalog level, your changes are reflected in all dashboards (which contain that visualization) in the Catalog. Your changes are also reflected in the corresponding visualization in each Space if the visualization was inherited from the Catalog and has not been edited in the Space. However, changes that you make to a visualization in a Space will apply only within that Space. For more information, see the Dashboards and visualizations: Understanding the inheritance flow across Catalogs and Spaces section in Catalogs, Spaces, and Analytics.

Procedure

To edit a visualization, complete either of the following steps:

  • Edit a visualization in a dashboard.
    Important: When you edit a visualization in this way, you must overwrite the original visualization in the saved list when prompted, in order to have the changes reflected in the dashboard you are editing. Be aware however, that your changes will also be reflected in any other dashboards that contain this visualization. (This might be undesired.)
    1. From a dashboard that contains the visualization you want to edit, highlight visualization and then click the Edit icon The Edit icon that displays. The visualization builder page opens.
    2. Update and save the visualization configuration as described in Configuring visualizations.

      When you close the visualization builder page, you return to the dashboard and can see the updated visualization.

  • Edit a visualization by managing your saved objects.
    1. From a dashboard, click Edit, then Add.
      The list of saved visualizations is displayed.
    2. Click Manage Visualizations to open the Manage Saved Objects page.

      This page contains separate tabs that show a listing of all your saved dashboards and visualizations, and the total counts.

    3. From the Visualizations tab, locate the visualization you want to edit.
      Tip: If you have a large set of saved visualizations, you can either browse through the list or use the filter to locate the visualization.
    4. Click the Edit button The Edit button for the visualization. The visualization builder page opens.
    5. Update and save the visualization configuration as described in Configuring visualizations.

      When you close the visualization builder page, you return to the previous dashboard. When you open any dashboard that contains the edited visualization, your changes will be reflected in that dashboard.