Edit a data visualization in the Visualization Designer

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • After you create a data visualization, you can return to it and edit the data visualization's appearance and other aspects.

    Before you begin

    Role required: You can edit any data visualization you own unless it is a shared visualization, in the library. If the data visualization is in the library and you own it, you need the itil, report_user, or viz_creator role to edit it. You can edit any data visualization with the viz_admin role or higher.

    Procedure

    1. Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
    2. Select the visualization that you want to edit.
    3. In the Visualization Designer, select the Configuration icon (Configuration icon) to edit header, data, and presentation options.
    4. Select the information icon (Info icon) to edit name, description, certification, and requester information.