Edit Visualizations in Projects/Shells

Project/Shell users can edit visualizations by using default content items in the Content Library. These items are provided by your Project/Shell Administrators. If you have the Manage Content permission, you can create content items in the Content Library, which can then be used in visualizations. For more information, see Create or Edit Content Items for Visualizations.

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

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   Access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
4. In the Visualizations log (right pane), select Create.
5. In the Create Visualization drawer, enter the following information:
   1. In the Name field, enter a user-friendly name for the visualization.
   2. (Optional) In the Description field, enter a short description of the visualization.
   3. (Optional) From the Location list, select the location of the visualization in the left Navigator. For example, select Document Issues to display the Visualizations node under the Document Issues business process in the User mode.

      (Default) If a location is not specified, the visualization displays in the Visualization node of the project/shell in the User mode.

   4. Select Continue to select a layout for the visualization.

      Note:

      You can select Cancel in any step to discontinue creating the visualization.
6. In the Choose layout to start drawer, select a layout for the visualization. Options include:
   • 1-panel collection
   • 2-panel hero visualization
   • 2-panel side-by-side
   • 2-panel vertical collection
   • 3-panel auto fit
   • 3-panel collection
   • 5-panel collection
7. In the selected blank layout page, select Library.
8. In the Library drawer, select the Content tab.
   • The name of the content item.
   • The type of content, such as a KPI card, Bar chart, and so on.
   • The data source used for creating the content item.
   • The published status can be any of the following:
     • Synced: Indicates the published content item is in sync with the saved version.
     • Local: Indicates the content item has been newly created and is available only in this project/shell.
9. Select a content item, and then select and drag the item onto a block in the visualization layout, Repeat to populate all blocks in the layout. For example, select and drag a stacked Bar chart to the layout.
10. (Optional) Select Create if you want to create new content items for the visualization. See Create or Edit Content Items for Visualizations.
11. Perform any of the following actions in any order:
    • In the Search bar, locate a content item by name, data source, view type (such as a Bar chart, Area chart, and so on), or published status.
    • Select Refresh () to refresh the list of displayed content items.
    • Select the Layout tab to change the visualization layout.
12. If you have Modify permission, you can 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.
    • 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.
13. Make changes as needed to refine the above selections.
14. After populating the visualization, select Create. Return to the Visualizations log.