Local visuals exist only on the dashboard on which they were created. Convert to a Visual Gallery visual and add to the Visual Gallery at any time. Visual gallery visuals can be converted to a local visual at any time. See Convert Visual Gallery Visuals and Local Visuals.
In this release, when your admin enables the Enhanced Experience user interface, you will see changes to workflows you may have used in previous releases.
Access the Visual Gallery
To access the visual gallery, log in as an administrator or as a user with the Administer Visuals privilege.Select Visual Gallery from the main menu. The Visuals library appears, and visuals are listed in a table format.
You can select and open a visual in the visual gallery to make a copy of a visual if needed. See Copy Visuals.
Search Field
Use the search field to filter the visuals shown by visual Type, Name, Description, Data Source, or Author. For example, if you type a C in the search box, only visuals that include the letter C in the selected field searched (or all fields if All is selected) are shown in the working area. See Search and Filter Lists.Buttons
The buttons on the page allow easy access to saved visuals, as well as other visuals created by other users in your Self-Service Analytics environment. They also allow you to create a new visual and filter the visuals shown.| Button | Description |
|---|---|
| All | Removes any filters for the visual gallery and displays all visuals you can access within your Self-Service Analytics environment. |
 | Displays only the visuals that you have marked as favorites. |
 | Displays only visuals that you created and saved. Visuals created and saved by other users are hidden. |
 | Displays only the visuals that other users shared with you. See Grant Permissions for a Visual. |
 | Select to generate an embeddable visual link. See Generate a Visual Gallery HTML Snippet. |
| Export Selected Items | Select to export multiple selected items. See Export Visual Gallery Visuals. |
| Import Visual | Select to import one or more visuals. See Import Visual Gallery Visuals. |
| Create Visual | Select to create a new visual. See Create and Add Visuals to the Visual Gallery. |
The Visual Gallery List
Each column in the table is described below. Several of these columns can be used to sort the list: select the column header to sort first to last and again to sort last to first. You can search for items by the contents of several columns. See Search and Filter Lists.| Column | Description |
|---|---|
| Select (not labeled) | Select one or more items to perform bulk actions, such as export, for your resources. |
| Fav | Identifies favorite visuals using a star icon. If the star is colored ( ), the visual is a favorite. If the star is empty ( ), the visual is not a favorite. |
| Type | An icon identifying the visual type (style) of the visual in the visual. See Self-Service Analytics Visual Metrics and Attributes Reference to see all the possibilities. |
| Name | The name assigned to the visual. The visual name is not necessarily the same as the display name. See Configure Visual Names, Descriptions, and Properties for more information about how visual names and display names are set. |
| Description (not labeled) | The description icon is visible if a description associated with a visual. You can search for a visual by the contents of this field. |
| Tags | Content tags applied to the visual. Select the filter icon to open a drop-down list and select tags to filter your list or to narrow your search results. If several tags are associated with an item, hover over the ellipsis to see all tags for this resource. |
| Data Source | The name of the data source used by the visual. If a user does not have permission to view the data source, this field is blank. |
| Author | The name of the user who defined the visual. |
| Modified Date | The time stamp indicating when the visual was last modified. |
| Permissions | Assign and manage the permissions for a visual. Visible if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege. |
| Actions | Delete a visual if you have delete permissions. Before you delete a visual, you must remove it from all the dashboards that use it. See Delete and Remove Visuals. |
Import Visual Gallery Visuals
In this release, when your admin enables the Enhanced Experience user interface, you will see changes to workflows you may have used in previous releases.
- Log in as a user with the Manage Connections, Administer Sources, Administer Visuals privilege. If you are logged in as a tenant admin, verify you’re in or switch to the appropriate tenant.
- Select Visual Gallery from the main menu. The visual gallery work area opens.
- Select Import Visual. The Import Visuals dialog opens.
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Browse to and choose the
jsonfile for the visuals you want to import, then select Open. The Import Visuals dialog populates with information about the objects that make up your visuals and the settings you can use to define how your software inserts each object.
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Add and remove tenants by selecting the Tenants field. Add or remove them from the list or field.
Only system admins or members of the Content Distributors group see the Tenants field. If this field is not shown, the content is imported into the tenant you are currently working in.
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Optionally, enable or disable Ignore Warnings.
When you enable Ignore Warnings, a Tags field is added to the Import work area. Add or create tags to apply to objects that do not import cleanly.
- If errors occur during import, your software adds the tags you select to the affected objects.
- Use the tags to find visuals or sources you need to fix.
When you enable Ignore Warnings, items that can be imported with warnings are imported and tagged. Use these tags to find and fix the warnings in tagged objects. When disabled, no objects are imported, and errors are returned to aid in troubleshooting. -
Select an Insertion Strategy for each group of objects.
- Always create objects: Select to create an object every time, even if an existing object exists with the same name or unique ID. The object is created, appended with a date and time to the name, and assigned a unique ID.
- Reuse existing objects: Select to create an object if no object with the same name exists. If an object with the same name or unique ID exists, the original object is reused.
- Update existing objects: Select to update (overwrite) an existing object with the same name or unique ID. If an object with the same name does not exist, an object is created.
- Use the default Matching Strategy or select the appropriate strategies for your sources in the order you want the strategies to be processed. See Matching Strategies .
- Enable Share Default Access With All Users to immediately give your users access to the content you import.
- After you have confirmed your choices, select Import. The visuals are imported and a success message is returned if objects import successfully or with accepted warnings. Any items imported with warnings have your selected tags applied.
Matching Strategies
When you import objects into Self-Service Analytics, combine these matching strategies with your selected insertion strategies to meet your organization’s needs. The strategies are applied in the order you select. When you create new objects, matching strategies are not used.Visuals
Sources
Connections
Export Visual Gallery Visuals
Export one or more visuals- Log in as a user with the Export Visuals privilege. Open the Visual Gallery to view a list of the available visuals.
- Select to export one or more visuals by selecting the checkbox for each visual to export. The Export Selected Items button becomes active.
- Select Export Selected Items. You browser downloads the selected items in JSON format, placing them in the location you select or the default location for your browser downloads.
https://<Self-Service Analytics-URL>/composer/swagger-ui.html.