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Editing Options

Version: DiscoveryClassic

If you have the permissions to do so, you can edit components in place while looking at them on your dashboard, or by using the Visual Designer. This article describes editing option for components.

Editing in Place and Visual Designer

There are two mechanics for creating and editing your components: editing in place and the Visual Designer. Both offer you access to the same editors and action menus, and function nearly identically. The chief difference between the two is that you cannot create perspectives, edit empty perspectives, nor create or edit calendars while editing in place. While editing in place, however, you can edit dashboards and dials from the same screen and see your changes in context as you make them.

To create a perspective and add its first dashboard, you must use the Visual Designer. After that, you can edit the perspective and add or remove dashboards by editing in place.

Access Edit in Place

To begin editing in place, click Edit in the upper right of the screen. The various editor and action menus available appear on the left side of the screen, and the Components Library appears, collapsed, on the right. To expand the Components Library, click Expand

Access the Visual Designer

When you are using the Visual Designer, the central portion of the screen is where compo­nents you create and edit appear, and where some of your editing work is done.

To access the Visual Designer, from the Options drop-down menu, select Visual Designer:

Menu for Selecting Visual Designer

To open a component for editing, click its name in the Components menu.

To add a component to the component currently open for editing (for example, adding a dashboard to a perspective, or a dial to a freeform dashboard), drag the component from the Components menu and drop it where you want it.

To change a component’s position (for example, to move a dial to a different place on a dashboard, or to reorder the ribbons in a dashboard), click and drag the component where you want it to go. Any other components rearrange around it.

If you have the ability to edit components, you see the Enable Edit-in-Place button   which displays the editors from the Visual Designer so that you can edit right on your live dashboards. Click the component you want to edit, then use the editors just as you would in the Visual Designer.

See Create Your own Components for details on the various editors.

Context Pane

The Context Pane is the same as it was before you started editing. It sits at the top of the screen and tells you the perspective, level, and period you are looking at. The following Con­text Pane indicates that the Company Summary perspective is loaded and is showing the top level for January 2014.

Example of Context Menu Expanded

Change the Period

The Context Pane also lets you change the time period shown in the components you are editing and filter the data shown. 

Select Dimension Members, Levels, or Attributes to Filter Results

You can change the perspective of your analysis by multi-selecting dimension members, levels, or attributes from the context pane. The following is an example of filtering the Level to show results on dials for Company A and Company B:

Example of Multi-selecting Levels for Filters

  1. Expand the dialog for a dimension, level, or attribute. For example, click the Down Arrow icon next to Level: Total Company.

  2. Enable the Select multiple option.

  3. Select the members on which to filter. For example, select to filter data to show results for Company B and C.

  4. Click Done. Dials are now filtered to show data only for the selected dimensions.

5. If desired, continue to filter by clicking My Selections and selecting the dimension member on which to analyze. The dials will refresh data based on your selection.

Component Library

The Component Library is a collapsible menu on the right side of the screen, and it con­tains all the dials, ribbons, and dashboards to which you have access. It also gives you the option to create new components. The Components menu on the Visual Designer serves the same function, but also shows perspectives.

Both menus show components sorted by types (perspective, dashboard, ribbon, and dial), and the menu displays only one type of component at a time. To switch between compo­nents, click the buttons at the top of the menu. If you are unsure which button is which, mouse over the buttons to display tooltips telling you which component each rep­resents.

Components Available from Visual Designer

You can scroll down to find the component you want or you can use the search bar. Click a component in the Components menu to open it in the editing area, or click the compo­nent in place if you’re using edit-in-place (a grey shadow appears around the component you have selected).

On the right side of the Component Library and Components menu tool bars, there is a button for Calendars    for accessing the Time Structure editor.

Editors Menu

After you have selected a component for editing, the Editors menu (shown below) updates with editing options. The editors that appear depend on what applies to the selected component and if you have the permissions to edit the component. (For many components, you can only edit their display name.) If no editors appear, you do not have the necessary permissions to edit the selected component. See Editor Settings Descriptions for the full list.

Dial Editors

Formatting Hierarchies

If you are making changes to label colors or fonts and they are not appearing on your dial, a higher-level setting is probably overriding the setting you are changing. If a tab mentioned in the hierarchies listed below does not display for the dial you are editing, then it does not apply to the dial and is skipped in the hierarchy.

When a higher level setting is set, changing a lower level setting will not affect the dial. For example, if the Font Style setting on the Data tab of the Data Settings editor is set to Bold, changing the Data Font setting on the Data tab of the Appearance Settings editor will not change the appearance of the dial, because the Font Style setting is higher in the hierarchy and overrides the Data Font setting.

Label Colors

  • The Cell Color setting on the Label tab in the Data Settings editor overrides any other settings. If this is set to (Default), then:
  • The Label Column Color setting on the Label tab in the Appearance Settings editor is applied. If this is also set to (Default), then:
  • The Header Row Color setting on the Header tab in the Appearance Settings editor is used.

Fonts

  • The Font Style setting on the Data tab of the Data Settings editor overrides any other settings. If it is set to (Default), then:
  • Column dials only. The Column Font settings (Month Font, Quarter Font, and Year Font) on the Column tab of the Appearance Settings editor are used. If it is set to Default, then:
  • The Data Font setting on the Data tab of the Appearance Settings editor is used.

 

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