Adding visuals to a sheet

Cloudera Data Visualization enables you to add visuals to a sheet.

  1. Open a dashboard of your choice in Edit mode.
  2. Choose the specific sheet in the dashboard where you want to add visuals.

    This examples works with a sheet called High GDP.

  3. In the Visual Builder side menu bar on the right, select Visuals.
  4. In the Visuals menu, configure the visual settings as needed.

    You can set the following:

    1. Recently Viewed Visuals

      You can quickly access visuals added recently. Click one of the options in the top menu to add a visual to the dashboard sheet.

    2. Connection

      Change the data connection to access visuals based on different connections and datasets. The Connection dropdown lets you select an alternate connection, affecting the dataset and updating the visuals list. It is available in both the Visuals and Filters menus.

      Click the name of the current connection, and select a different connection from the menu. When you change the connection, it changes the dataset to the first one that is available on that connection. This also updates the list of visuals that appear in the lower portion of the menu.

    3. Dataset

      Choose a different dataset within the same or different connections. Changing the dataset updates the list of visuals available for addition to the dashboard sheet. This option is available in both Visuals and Filters menus.

      Click the name of the current dataset, and select a different dataset from the menu. When you change the dataset, a new set of existing visuals appears in the menu. You can change the source dataset of the visuals that you plan to add to your dashboard sheet. The new dataset may be on the same connection, or on a different connection.

    4. New Visual

      Start a new visual within the dashboard, creating a table visual based on the chosen dataset. You can open this visual in edit mode and make changes by selecting another option from the Visual Catalog, populating the shelves of the visual, and customizing settings, colors, and more.

    5. Linked Visual

      Reuse an existing visual marked as linked. Choose to clone the visual or maintain a link for synchronized changes across dashboards.

      1. Click to select a visual that is marked with the (linked) symbol.

        Data Visualization opens an Add Linked Visual modal window.

      2. Choose one of the following options:

        • Clone visual option, the default, makes a copy of the linked visual. This new visual can be subsequently changed without affecting the original visual.
        • Maintain link option keeps the association; any changes made to the visual in one dashboard appear in all dashboards that feature this same visual.
      3. After making your choice, click ADD VISUAL.
    6. Existing Visual

      Access visuals belonging to the specified dataset. You can click visuals to add them to the dashboard sheet. To add a visual that already exists in this dashboard and appears on another sheet, click the icon that represents this visual.

  5. Click SAVE to save all changes to the sheet.
To further enhance the dashboard sheet, consider adding filters. For instructions, see Adding filters to a sheet.