Visual names must be unique.
* If you try to save a visual in the Visual Gallery that has the same name as another visual, an error message appears and your visual is not saved. Rename the new visual to save it.
* If you try to add a visual to the Visual Gallery from a dashboard that has the same name as another visual, the visual is saved with an incremented number in parentheses `(
The following table describes the behavior for specifying or changing a visual name or display name.
| From the... | Action | Visual Name and Display Name Behavior |
|---|---|---|
| Visual Gallery | Create a visual |
When you create a visual using the [Visual Gallery](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-gallery), but do not assign a name, its visual name is **Untitled Visual**. The **Display Name** is also **Untitled Visual**.
* Change the visual name directly on the visual or on the [visual information sidebar](#modify-visual-names-display-names-and-descriptions). * The display name is inherited and cannot be changed here. |
| Edit a visual |
When you edit a visual using the Visual Gallery:
* If you change the visual name, the visual name changes in the Visual Gallery and in the Visual Name field for every dashboard that includes the visual. * If you change the visual name, the Display Name for existing visual instances in dashboards remain unchanged, whether the Display Name is **Untitled Visual** or the same as the previous visual name. * New visual instances added to a dashboard after a visual name changes use the updated Visual Name as the Display Name when added to a dashboard, until you change the Display Name in the dashboard. |
|
| Dashboard | Create a visual |
When you create a new local visual while creating or updating a dashboard, its initial Display Name is the same as the name of the data source used for the visual.
* Edit the Display Name directly on the visual or using the [visual information sidebar](#modify-visual-names-display-names-and-descriptions). * There is no Visual Name for local visuals. * If you add a local visual to the visual gallery, define the Visual Name in the Save Options dialog. |
| Edit a visual |
When you edit a visual in a dashboard and change the Display Name, the change only affects that instance of the visual. No other occurrences of the visual on other dashboards are affected.
You cannot change the Visual Name for visual gallery visuals using the dashboard. Edit the visual name in the [Visual Gallery](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-gallery). View the visual name on the [visual information sidebar.](#modify-visual-names-display-names-and-descriptions) |
Descriptions
Descriptions give you an opportunity to provide more information about resources in your standalone or embedded environment for all or some of your users. You can provide descriptions for most major objects that make up your environment: * Sources: Add a Description when you create or update a source in your environment. This information is viewable and searchable from the Sources work area. See [Add or edit the Description for a source](#descriptions). * Visuals: Add a Visual Description to shared visuals in the Visual Gallery. This information is viewable and searchable from the Visual Gallery work area. See [Add or edit the Visual Description for a visual](#descriptions). * Dashboards: Add a Description to dashboards in your Library. This information is viewable and searchable from the Library work area. See [Add or edit the Description for a dashboard](#descriptions). * Reports: Add a Description to reports in your Library. This information is viewable and searchable from the Library work area. See [Add or edit the Description for a report](#descriptions). * Widgets: Add a Description to any widget on a dashboard: visuals, text snippets, or filter snippets. For shared visuals from the Visual Gallery, this does not replace the Visual Description. See [Add or edit the Description for a widget](#descriptions). **Add or edit the Description for a source** 1. Create or edit a data source. 2. Edit the Description field in the Source Definition work area, then select **Save** to save your changes. 3. Open the Sources work area, then select the info icon (
) to view the description for this source.
Optionally, use the **Search** field to search for a source by information in its description.
**Add or edit the Visual Description for a visual**
You can manually create
1. Create or edit a visual in the Visual Gallery.
2. Select the info icon () to open the info sidebar menu.
3. Edit the Visual Description field in the info work area, then select **Save** to save your changes.
4. Select the save icon (
) to save the visual.
5. Open the Visual Gallery work area, then select the info icon () to view the visual description.
Optionally, use the Search field to search for a visual by information in its visual description.
) to view the description for this dashboard.
Optionally, use the **Search** field to search for a dashboard by the information in its description.
) in the dashboard tool bar to show or hide the dashboard description for viewers.
) to view the description for this report.
Optionally, use the **Search** field to search for a report by the information in its description.
**Add or edit the Description for a widget**
1. Select a widget in your dashboard, then select Settings to open the sidebar menu. The menu opens to the Widget Settings panel.
2. Edit the Description field, then select **Apply** to apply your changes.
3. Select the save icon () to save the dashboard.
Modify Visual Names, Display Names, and Descriptions
Update the information about your visuals in the Visual Gallery easily to organize and display extended information about these visuals. This includes: * Visual Name - The name of the visual as saved in the visual gallery. View on the Info panel in the visual gallery. * Visual Description - A short description of the visual. Searchable in the Visual Gallery. View on the Info panel in the visual gallery. * Display Name - The name of the visual as displayed in dashboards. View and edit in the Widget Settings panel in a dashboard. * Description - A short description of the widget. View and edit in the Widget Settings panel in a dashboard.) on the [sidebar menu](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-sidebar-menu) for the visual. The Info sidebar opens.
The data source and visual type are shown here, but can not be changed here.
3. Change the visual name in the **Visual Name** field. You can also change the name of a visual by selecting the name in the visual itself. See Configure Visual Names, Descriptions, and Properties.
4. Optionally, add a visual description, or edit an existing one in the **Visual Description** field, up to 750 characters. You can search for the visual using this information in the Visual Gallery.
5. Select **Save** to save your changes in the sidebar menu, then the Save icon () for the visual to save all of your changes.
**Edit the Display Name and Description in a dashboard**
1. Select a local visual or a shared visual on a dashboard.
2. Select **Settings** on the [visual drop-down menu](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-drop-down-menu) to access the [sidebar menu](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-sidebar-menu) for the visual.
3. Select widget settings (
). The Widget Settings sidebar opens. Edit Widget Settings or Position settings as needed.
) for the dashboard to save your changes.
## Save Visuals With Their Current Names
When you have finished making changes to a visual on a dashboard, you can save it with its original name. Changes you have made to the visual will appear on all dashboards that use the visual.
) in the upper right corner of the visual.
* If you are editing the visual in the Visual Gallery, the Save Options dialog appears.
Optionally, specify a new visual name in the **Visual Name** box and select **Save**. The visual is saved.
* If you are editing the visual in a dashboard, a warning appears indicating that the visual changes will occur for all dashboards that use the visual.
Select **OK** on the warning dialog. The visual is saved.
Save Visuals With New Names
All visuals have a visual name and display name. When you use the Save As option for a shared visual gallery visual, you affect the visual name. Self-Service Analytics makes a copy of the visual in the visual gallery. The original visual is replaced with the newly named visual if you save a visual with a new name while editing a dashboard.| Action | Description |
|---|---|
| Save As in the Visual Gallery |
Open a visual in the visual gallery, select Save As, provide a new name, and Save your changes.
* If there are no changes in the visual from a previous save, Self-Service Analytics adds a copy of the visual with the new name to the visual gallery. * If there are unsaved changes in the visual after a previous save, Self-Service Analytics adds a copy of the visual with the new name and the changes to the visual gallery. |
| Save As in a dashboard | Select a visual in the dashboard, select Save As from the [visual drop-down menu](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-drop-down-menu), provide a new name, and Save your changes. Self-Service Analytics adds a copy of the visual with the new name to the visual gallery. The visual in the dashboard is replaced by the new visual. |
) in upper right corner of the visual.
3. Specify a new visual name in the **Visual Name** box and select **Save**. Self-Service Analytics adds a copy of the visual with the new name to the visual gallery.
The original visual still exists with its original visual name in the system.
**Save a visual with a new name while editing a dashboard**
1. Select a visual in the dashboard.
2. Select **Save As** from the [visual drop-down menu.](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-drop-down-menu)
3.
4. Specify a new visual name in the **Visual Name** field, optionally add or edit the **Visual Description**, and select **Save**. Self-Service Analytics adds a copy of the visual with the new name to the visual gallery.
The visual in the dashboard is replaced by the new visual.
Delete and Remove Visuals
You can remove visuals from dashboards and delete them from the Self-Service Analytics instance in the Visual Gallery. You cannot delete a visual if it is used by any dashboard.
) menu](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-setup#use-the-visual-drop-down-menu). A removal confirmation dialog opens.
To control whether a visual can be removed, use the interactivity sidebar. See [Control How Users Interact With a Visual](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-interactivity).
4. Select **Delete** on the warning dialog to confirm the removal.
) in the **Actions** column associated with the visual. A pop-up dialog is shown, verifying the deletion.
4. Select **Delete** on the warning dialog to confirm the deletion.