Edit Visuals

Edit visuals directly on a Damstra Insights dashboard or in the Visual Gallery. 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 a user with Creator access.

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.
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 context 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/Both
Change the data shown	Depending on the style of the visual, select new data fields in the axes labels.	Both
Modify the visual style	Select on the sidebar menu. A corresponding sidebar appears.	Both
Modify the colors	Select on the sidebar menu. A corresponding sidebar appears.	Both
Modify the rulers and reference lines	Select on the sidebar menu. A corresponding sidebar appears.	Both
Modify visual information	Select  or  on the sidebar menu. A corresponding sidebar appears.	Both
Modify visual settings	Select on the sidebar menu. A corresponding sidebar appears.	Both
Manage the visual time bar	Select  on the sidebar menu. A corresponding sidebar appears.	Both
Sort or otherwise limit the visual	Select on the sidebar menu.	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.	Both
Apply Conditional Formatting	Select  on the sidebar menu to display the Conditional Formatting sidebar. Apply color and text formats based on conditional rules.	Both
Adjust visual interactivity	Select  on the sidebar menu.	Visual Gallery
Invoke an action	Select  and Actions from the visual drop-down menu.	Both
Export the visual	Select  and Export from the visual drop-down menu.	Both
Copy the visual	Select  and Copy Visual from the visual drop-down menu.	Dashboard
Save the visual	Select . Changes are saved in the dashboard and in the Visual Gallery.	Dashboard
Remove a visual from the dashboard.	Select  and Remove Widget from the visual drop-down menu.	Dashboard

3. Optionally, edit the number or date and time format for this visual.

4. Make your changes.

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