Use the Visual Gallery

This applies to: Visual Data Discovery

Use the Visual Gallery to manage the visuals defined in a Symphony instance and shared with other users.

You must be logged in as a user in a group with the Administer Visuals privilege to see the Visual Gallery. Read, write, and delete permissions for a visual gallery visual are controlled by the permissions assigned the data source used by the visual in combination with the user's group privileges.

As creator and owner of a visual, you are automatically granted read, write, and delete for the visual in the Visual Gallery. When you remove a user who has created visuals from the system, the Supervisor user is assigned ownership of the visuals created by the removed user.

The default supervisor user is no longer installed; add users to the Supervisors group instead.

use this work area to manage your visuals

The Visual Gallery page includes the following features:

The Embed Library button () allows you to generate HTML code to embed the visual gallery in your application. You must have the Generate Embed Code privilege. See Generate a Visual Gallery HTML Snippet.
The Add Visual button allows you to add a new visual to the Visual Gallery if you have the Create Visuals or Administer Visuals group privilege. See Add Visuals to the Visual Gallery.
The table lists and allows you to maintain defined visuals to which you have access. You can add, edit, delete, and favorite visuals in this table depending on your group privileges.
A Search box. Use to search for a visual in the table by all fields, or a specific field such as Type, Name, Data Source, and Author.

Local visuals exist only on the dashboard on which they were created. Convert to a Visual Gallery visual and add to the Visual Gallery at any time. Visual gallery visuals can be converted to a local visual at any time. See Convert Visual Gallery Visuals and Local Visuals.

Access the Visual Gallery

To access the visual gallery, log into Symphony as an administrator or as a user with the Administer Visuals privilege.Select the Visual Gallery option from the main menu. The Visuals page appears, and visuals are listed in a table format.

You can select and open a visual in the visual gallery to make a copy of a visual if needed. See Copy Visuals.

Search Box

Use the search box to filter the visuals shown by visual Type, Name, Data Source, or Author. For example, if you type a C in the search box, only visuals that include the letter C in the selected field searched are shown in the working area.

Buttons

The buttons on the page allow easy access to saved visuals, as well as other visuals created by other users in your Symphony environment. They also allow you to create a new visual and filter the visuals shown.

Button	Description
All	Removes any filters for the dashboard library and displays all visuals you can access within your Symphony environment.
	Displays only the visuals that you have marked as favorites.
	Displays only visuals that you created and saved. Visuals created and saved by other users are hidden.
	Displays only the visuals that other users shared with you. See Grant Permissions for a Visual.
	Select to generate an embeddable visual link. See Generate a Visual Gallery HTML Snippet.
Create Visual	Allows you to create a new visual. See Add Visuals to the Visual Gallery.

The Visual Gallery List

Each column in the table is described below. The Fav, Type, Name, Data Source, Author, and Modified Date columns are sortable.

Column	Description
Fav	Identifies favorite visuals using a star icon. If the star is colored (), the visual is a favorite. If the star is empty (), the visual is not a favorite.
Type	An icon identifying the visual type (style) of the visual in the visual. See Symphony Data Discovery Visual Metrics and Attributes Reference to see all the possibilities.
Name	The name assigned the visual. The visual name is not necessarily the same as the display name. See Visual Names and Display Names for more information about how visual names and display names are set.
Data Source	The name of the data source used by the visual. If a user doesn't have permission to view the data source, this field is blank.
Author	The name of the user who defined the visual.
Modified Date	The time stamp indicating when the visual was last modified.
Permissions	Assign and manage the permissions for a visual. Visible if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Actions	Delete a visual if you have delete permissions. Before you delete a visual, you must remove it from all the dashboards that use it. See Delete and Remove Visuals.