Edit Visualizations in Projects/Shells

To edit visualizations in a project/shell (Admin mode):

Sign in to Unifier with project/shell administration credentials.
Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), select a visualization.
In the visualization layout page, select Edit.
Perform any of the following actions to modify the visualization:
- Add content items from the visualization layout. See Create Visualizations in Projects/Shells (step 9).
- Remove content items from the visualization layout. See Remove Content Items From Visualizations in Projects/Shells
- Create additional content items for use in visualizations. See Create or Edit Visualization Content Items in Projects/Shells.
- Select another layout for the visualization from the Layout tab.
To add one or more tabs, select Add new tab (+), adjacent to the Default or a renamed tab, and repeat the previous step in each tab. Tab names cannot exceed a maximum of 120 characters.
You can:
- Add, remove, or update a maximum of 15 tabs with layout and content,
- Select a different layout in each tab.
- Drag and reorder the tab sequence.
- Set up independent filters for each tab.
- Select Save to save changes across all tabs.
Make changes as needed to refine the above selections.
Perform any of the following actions to finish editing:
- To save all the changes made to the visualization, select Save, and return to the Visualizations log.
- To discontinue editing the visualization, select Cancel at any time. All unsaved changes will be lost.

Related Topics