Quick Start Reference - Use Visual Data Discovery Dashboards and Visuals

This applies to: Visual Data Discovery

Dashboards

• Manage Dashboards

• Use the Library for Dashboards

• Create Dashboards

• Edit a Dashboard

• Use Dashboard View Mode

• List Dashboards

• Use the Dashboard Icons

• Copy a Dashboard

• Refresh Data on a Dashboard

• Descriptions

• Link a Dashboard

• Save a Dashboard

• Rename a Data Discovery Dashboard

• Share a Dashboard or Self Service Report with Users

• Dashboard Smart Loading

• Dashboard Layouts

• Move, Swap, and Resize Visuals and Widgets in a Dashboard

• Lock and Unlock Widget Positions

• Use the Responsive Dashboard Layout

• About Dashboard Permissions

• How Dashboard Permissions Are Determined

• Grant Permissions for a Data Discovery Dashboard

• Modify Permissions for a Dashboard

• Revoke Permissions for a Dashboard

• Revoke or Change Shared Dashboard Access

• Control How Users Interact With a Dashboard

• Export Dashboards

• Share and Export Symphony Dashboards and Reports

• Import Dashboards

• Delete a Dashboard

Visuals

• Manage Visuals

• Symphony Data Discovery Visual Metrics and Attributes Reference

• Visual Setup

• The Visual Interface

• Create and Add Visuals to the Visual Gallery

• Generate Visuals

• Use the Visual Gallery

• Add Visuals to a Dashboard

• Add Existing Visuals to a Dashboard

• Add Local Visuals to a Dashboard

• Convert Visual Gallery Visuals and Local Visuals

• Visual Names and Display Names

• Use the Visual Sidebar Menu

• Use the Visual Drop-Down Menu

• Use the Context Menu

• Edit Visuals

• Control How Users Interact With a Visual

• Configure Number Formatting for Visuals

• Configure Date and Time Formatting for Visuals

• Copy Visuals

• Save Visuals With Their Current Names

• Save Visuals With New Names

• Delete and Remove Visuals

• Export Visuals

• Export a Visual as an Image

• Export Visual Data in CSV or XLSX Format

• Export Raw Data in CSV or XLSX Format

• About Visual Permissions

• How Visual Permissions Are Determined

• Grant Permissions for a Visual

• Modify Permissions for a Visual

• Revoke Permissions for a Visual

• Keyboard Controls

Edit and Design Visuals

• Edit Visuals

• Modify Visual Names, Display Names, and Descriptions

• Change a Visual Type

• Use the Re-Visualize Sidebar

• Change Visual Settings

• Sort and Limit Visual Data

• Undo a Visual Action

• Sort & Limit Processing for Visuals With Two Attribute Group-By Fields

• Change the Visual Color Metric

• Change Color Schemes

• Specify Colors

• Use Rulers

• The Rulers Sidebar

• Enable and Disable Ruler Grid Lines

• Configure the Ruler Y-Axis Range Settings

• Use the Ruler Log Scale Function

• Use Reference Lines

• Create a Reference Line

• Delete a Reference Line

• Modify a Reference Line

Visual Types

• Symphony Data Discovery Visual Metrics and Attributes Reference

• Arc Gauges

• Bar Chart Styles

• Standard Bar Charts

• Bars: Histograms

• Bars: Multiple Metric Charts

• Modify Bar Charts

• Bullet Gauges

• Box Plots

• Combo Charts

• Donut Charts

• Heat Maps

• KPI Charts

• Line Charts

• Edit Line & Bar Trend Charts

• Line Trend: Attribute Value Charts

• Line Trend: Multiple Metric Charts

• List Filter Visuals

• Maps

• Marker Maps

• US Region Maps

• World Maps

• Pie Charts

• Pivot Tables

• Configure Settings for a Specific Pivot Table

• Modify Pivot Table Rows

• Modify Pivot Table Columns and Column Widths

• Modify Pivot Table Metrics and Metric Layout

• Rearrange Pivot Table Fields

• Sort Data in a Pivot Table

• Scatter (Bubble) Charts

• Floating Bubble Charts

• Packed Bubble Charts

• Scatter Plots

• Sunburst

• Tables

• Table Context Menu

• Configure Settings for a Specific Table

• Configure Conditional Formatting

• Use the Conditional Formatting Sidebar

• How Symphony Applies Formatting Rules

• Using the Conditional Formatting Sidebar - Tables

• Using the Conditional Formatting Sidebar - Pivot Tables

• Add or Remove Table Columns

• Select Columns Using the Table Settings Sidebar

• Select Columns Using the Table Context Menu

• Hide Columns Using the Table Settings Sidebar

• Hide Columns Using the Table Context Menu

• Move Table Columns

• Change Column Widths

• Group and Ungroup Table Data

• Group Table Data Using the Table Context Menu

• Group Table Data Using the Table Settings Sidebar

• Ungroup Table Data Using the Table Context Menu

• Ungroup Table Data Using the Table Settings Sidebar

• Change Time Field Granularity in Tables

• Change Metric Aggregation in Tables

• Change Aggregation Using the Table Context Menu

• Change Aggregation Using the Table Settings Sidebar

• Change Table Pagination

• Sort Data in a Table

• Format Numeric Table Data Using the Table Context Menu

• Format Time Table Data Using the Table Context Menu

• Tree Maps

• Waterfall

• Word Clouds

Time Bars, Time Intervals

• Use the Time Bar

• Use the Time Bar Sidebar

• Enable the Time Bar for a Visual

• Disable the Time Bar for a Visual

• Change the Time Bar Field

• Adjust the Time Bar Range

• Adjust the Time Bar Range Using the Time Range Dialog

• Adjust the Time Bar Range Using Time Bar Sliders

• Select the Maximum Time Range

• Zoom Into a Time Bar Range

• Filters and Time Bar Interaction

• Work with Unified Time Bars

• Live Mode and Historical Playback

• Even Time Intervals

• Apply Even Time Intervals on Most Visuals

• Apply Even Time Intervals on Pivot Tables

• Apply Even Time Intervals on Tables

Filters

• Filter Data

• The Filters Sidebar

• Apply Row-Level Filters

• Apply a Row-Level Filter to a Visual or Filter Snippet

• Apply a Row-Level Filter to a Dashboard

• Filter by Hierarchy Field

• Set an Attribute Filter

• Set a Numeric Field Filter

• Set a Time Field Filter

• Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard

• Apply a Filter to Dashboard Visuals Using the Context Menu

• Apply Group Filters

• Apply a Group Filter from a Custom Metric

• Apply a Group Filter from a Metric

• Apply a Saved Filter to a Visual, Filter Snippet, or Dashboard

• Viewing the Applied Filters for a Visual or Filter Snippet

• Maintain Saved Filters

• Create a Saved Filter

• Edit a Saved Filter

• Delete a Saved Filter

Tags

• Use Tags in Symphony Visual Data Discovery

• Add Tags

• Remove Tags

• Delete Tags

Comments

• Manage Widget Comments

• Add Widget Comments

• Format Comments

• Edit Comments

• Delete Comments

Rich Text Snippets

• Manage Rich Text Snippets

• Format Rich Text Snippets

• Add Rich Text Snippets to a Dashboard

• Edit Rich Text Snippets

• Use the Rich Text Snippet Menu

• Copy Rich Text Snippets

• Export Rich Text Snippets

• Delete Rich Text Snippets

Filter Snippets

• Manage Filter Snippets

• Add Filter Snippets to a Dashboard

• Use the Filter Snippet Menu

• Use The Filter Snippet Sidebar Menu

• Link Filter Snippets

• Connect Visuals to a Filter Snippet

• Custom Values for Filter Snippets

• Edit or Delete Filter Snippets

Alerts

• Symphony Notifications (Alerts)

• Set Up a Notification

• Notification Types

• Notification Options

• View or Update Notifications

Scheduled Dashboard Reports

• About Scheduled Reports

• Scheduled Self Service Reports and Dashboard Report Prerequisites

• Schedule a Self Service Report or Dashboard Report

• Update a Scheduled Report

• Delete a Scheduled Report

• Scheduled Reports Permissions and Behavior

• Scheduled Report Properties

• Configure Recipient Rules

• Disable Sending Scheduled Reports to External Users

Links and Filters

• Link a Dashboard

• Use Cross-Source Links

• Define Cross-Source Links

• Edit Cross-Source Links

• Remove Cross-Source Links

• Use Cross-Visual Links for Cross-Visual Filtering

• Control How Cross-Visual Filters Interact in a Dashboard

• Understand the Cross-Visual Filtering Tab

• Publish a Link

• Mute a Published Link

• Revoke a Published Link

• Subscribe a Visual to a Link

• Mute a Subscribed Link for a Visual

• Specify Cross-Visual Filters for Cross-Visual Links

• Embed Cross-Visual Link Publish and Subscribe Settings Using JavaScript

• Publish Custom Cross-Visual Filters

• Subscribe to a Cross-Visual Filter

• Supported Cross-Visual Publish JavaScript Properties

• Published Cross-Visual JavaScript Message Structure

• Supported Cross-Visual Subscribe JavaScript Properties

• Date-Time Formats in Cross-Visual Filters

• Embedded Dashboard Cross-Visual Publish and Subscribe Example

• Custom Chart Support for Cross-Visual Links and Filters

• Control Filter Dialog Values

• Remove a Filter from a Visual, Filter Snippet or Dashboard

Keysets

• Use Keysets

• Create a Keyset

• Create a Keyset From the Visual Result Set

• Create a Keyset From a Data Point

• Create a Keyset From a CSV File

• Update Keyset Values From a CSV File Using the UI

• Upload Keyset Data From a CSV File Using the API

• Update Keyset Values From a CSV File Using the API

• Review and Apply a Keyset as a Visual Filter

• Delete a Keyset