Table of Contents

• Title and Copyright Information
• About This Guide
• Administer Visualizations From the Company Workspace
  • Supported Sources for Visualizations
  • Manage Data Sources
    • Types of Data Source Users
    • Enable Permissions to Administer or View Data Sources in the Company Workspace
    • Enable View Permission For Visualizations in User Mode
    • Access the Data Sources Log in the Company Workspace
    • Keyboard Navigation
    • Create Data Sources
      • Data Source Creation Guided Process
        • Properties: Specify Metadata for the Data Source
        • Data Elements: Select Data Elements for the Data Source
          • Add Data Elements From Other Data Sources
        • Calculated Elements: (Optional) Include Calculated Elements in the Data Source
          • Create Calculated Elements
          • Delete Calculated Elements
        • Filters: (Optional) Create Filters for Data Elements
        • Preview: Created Data Source
    • Modify Data Sources
    • Duplicate Data Sources
    • Publish Data Sources
    • Delete Data Sources
    • Restore Data Sources to the Last Published Version
    • View and Export the Data Source Audit Log
    • View and Export the Data Source Usage Log
  • Manage Visualization Content
    • Types of Visualization Content Users
    • Enable Permissions to Administer or View Visualizations Content in the Company Workspace
    • Enable Permissions to View Visualization Content in the User Mode
    • Access the Content Log in the Company Workspace
    • Keyboard Navigation
    • Create or Update Content for Data Visualizations
      • Create or Update Area Charts, Bar Charts, and Line Charts
      • Create or Update Bubble Charts
      • How Data Caching Works in Unifier
      • Create or Update Pie Charts and Donut Charts
      • Create or Update KPI Cards
      • Create or Update Pivot Grids
      • Create or Update Tables
    • Duplicate Content
    • Publish Content
    • Unpublish Content
    • Delete Content
    • View and Export the Audit Log of Visualization Contents
    • View and Export the Visualizations Usage Log
  • Manage Visualizations in Project/Shell Templates
    • Prerequisites
    • Add and Update Project/Shell Templates with Visualizations
    • Update Specific Projects/Shells with Visualizations From Project/Shell Template
    • Update All Projects/Shells with Visualizations From a Project/Shell Template
    • Update Selected Project/Shell Templates with Visualizations
    • Update All Shell Templates with Visualizations
    • Update the History Log Across Shell Templates
• Administer Visualizations in Projects/Shells
  • Enable Permission to Administer Visualizations in Projects/Shells
  • Enable View Permission For Visualizations in Projects/Shells
  • Access the Visualizations Log in a Project/Shell (Admin Mode)
  • Create Visualizations in Projects/Shells
    • Create or Edit Visualization Content Items in Projects/Shells
      • Create or Edit Area Charts, Bar Charts, and Line Charts for Visualizations in Projects/Shells
      • Create or Edit Bubble Charts for Visualizations in Projects/Shells
      • Create or Edit Pie Charts and Donut Charts for Visualizations in Projects/Shells
      • Create or Edit KPI Cards for Visualizations in Projects/Shells
      • Create or Edit Pivot Grids for Visualizations in Projects/Shells
      • Create or Edit Tables for Visualizations in Projects/Shells
    • Edit Content Items in the Visualization Layout
    • Remove Content Items From Visualizations in Projects/Shells
  • Edit Visualizations in Projects/Shells
  • Duplicate Visualizations in Projects/Shells
  • Delete Visualizations in Projects/Shells
  • Edit Visualization Properties
  • Manage User/Group Permissions for Specific Visualizations
    • Add Users and Groups For Specific Visualizations
    • Remove Users and Groups From Specific Visualizations
    • Use Bulk Actions to Manage Permissions of Users and Groups For Specific Visualizations
  • View and Export the Visualizations Audit Log From Projects/Shells
• Appendix
  • Supported Functions for Calculated Elements
  • Supported Conditions for Data Types