Save Visuals With New Names

This applies to: Visual Data Discovery

All visuals have a visual name and display name. When you use the Save As option for a shared visual gallery visual, you affect the visual name. Symphony makes a copy of the visual in the visual gallery. The original visual is replaced with the newly named visual if you save a visual with a new name while editing a dashboard.

To change the display name of a visual, see Visual Names and Display Names.

Action Description
Save As in the Visual Gallery

Open a visual in the visual gallery, select Save As, provide a new name, and Save your changes.

  • If there are no changes in the visual from a previous save, Symphony adds a copy of the visual with the new name to the visual gallery.
  • If there are unsaved changes in the visual after a previous save, Symphony adds a copy of the visual with the new name and the changes to the visual gallery.

You can also add a searchable Visual Description for this visual.
Save As in a dashboard

Select a visual in the dashboard, select Save As from the visual drop-down menu, provide a new name, and Save your changes. Symphony adds a copy of the visual with the new name to the visual gallery. The visual in the dashboard is replaced by the new visual.

You can create a local visual by selecting the Copy option for a shared visual using visual drop-down menu. See Copy Visuals.

To save visuals with a new visual name in the Visual Gallery, you must be logged in as an administrator or as a user with the Create Visuals or Administer Visuals group privilege.

To save a visual with a new name in the visual gallery:

  1. Select the visual in the Visual Gallery.

  2. Select Save As in the () in upper right corner of the visual.

  3. Specify a new visual name in the Visual Name box and select Save. Symphony adds a copy of the visual with the new name to the visual gallery.

    The original visual still exists with its original visual name in the system.

To save a visual with a new name while editing a dashboard:

  1. Select a visual in the dashboard.

  2. Select Save As from the visual drop-down menu.

  4. Specify a new visual name in the Visual Name field, optionally add or edit the Visual Description, and select Save. Symphony adds a copy of the visual with the new name to the visual gallery.

    The visual in the dashboard is replaced by the new visual.