Open a visualization in the Visualization Designer from a dashboard

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • From the dashboard editor, open a data visualization in the Visualization Designer. You have a different set of options.

    시작하기 전에

    The data visualization must exist in the data visualization library.

    Role required: itil, report_user, viz_creator, or higher, if you own the data visualization. viz_admin or higher for any data visualization. You also need the right to edit the dashboard.

    이 태스크 정보

    While working in the dashboard editor, you may find that you want to reconfigure a data visualization in a way that is only possible in the Visualization Designer, not in the dashboard editor. For example, you might want to configure the Drill down to chart interaction. The Actions menu on the data visualization lets you open the visualization in the Visualization Designer in one step, without lots of navigating.

    프로시저

    1. Navigate to Platform Analytics > Dashboards and open your dashboard.
    2. Select Edit to put the dashboard in edit mode.
    3. Add the data visualization if it is not already there.
    4. On the data visualization, expand the Actions menu.

      Actions menu on data visualization, showing Edit in designer action.
    5. Select Edit in designer.

    다음에 수행할 작업

    Proceed to edit the data visualization as described in Edit a data visualization in the Visualization Designer.