Cloudera Data Visualization, Visuals interface

The VISUALS interface provides you access to visualization features. You can initiate a number of operations from here when working with visuals.

The interface has the following main parts:

VISUALS side menu bar
The sidebar displays the list of workspaces available in the environment. By default, Private and Public workspaces are available. You have the option to create custom workspaces, if needed. Once created, these custom workspaces are automatically added to this side menu bar. The number next to each workspace shows you how many dashboards are available in it.
Shared and Private workspaces are sorted and the lists can be collapsed for easier navigation.
- You can search among the workspaces using the search bar.
- You can create a workspace by clicking the plus sign next to Search Workspace.
- You can edit an existing workspace by clicking the (pencil) icon located next to the name of the workspace. The icon appears when you hover over the workspace name.
  
  note
  You can see the (pencil) icon only if you have permission to edit the workspace.
  
  For more information, see Editing a workspace.
- Using the side menu bar, you can access standard groupings of visual artifacts by clicking the following options:
  - All
  - My Favorites
  - Sample Dashboards
  - Public
  - Private
  note
  Sample Dashboards provides access to a variety of example dashboards available within Cloudera Data Visualization. Get started by exploring these samples to see how they use a combination of visuals and filters to provide business insights.
VISUALS actions
- The Actions button in the top-right corner of the page allows you to edit or delete the workspace you are viewing.
  note
  The button is only active if you have permissions to edit and/or delete the workspace.
  For more information, see Editing a workspace and Deleting a workspace.
- The All, Dashboards, and Apps tabs allow you to switch between views displaying all visual artifacts, only dashboards, or only apps in the preview area.
- Search Report allows you to search among the artifacts of the workspace.
- The Export button allows you to export visual artifacts to your default download folder.
  note
  The button is only active if you select at least one artifact in the preview area.
  For more information about this function, see Exporting and importing visual artifacts.
- The Delete button deletes the selected items.
  note
  The button is only active if you select at least one artifact in the preview area.
- The Move To Workspace button helps you to move the selected items to a new workspace.
  note
  The button is only active if you select at least one artifact in the preview area.
  For more information, see Moving dashboards between workspaces and Moving apps between workspaces.
- The two icons allow you to switch between Grid View and List View. Grid View shows thumbnail previews of your visuals, dashboards, and applications, while List View presents the same visual artifacts vertically arranged in a single, multi-line list.
- The Create New button allows you to start a new dashboard or app.
VISUALS preview area
All visuals artifacts of the selected workspace are displayed here in a grid or list view.

VISUALS interface – Grid view

Grid view shows you thumbnail previews of your visuals, dashboards, and applications.

You can open a visual artifact by clicking the tile.
note
The icon in the bottom right corner of the tile shows you if the visual artifact is a dashboard (teal), a visual (green), or an app (purple).
You can open a visual artifact in Edit mode, if you hover over the tile and click the (pencil) icon in the bottom right corner.
You can select visuals, dashboards, or apps, if you hover over a tile and click the radio button in the the top left corner. You can deselect the selected artifact by clicking the circle again.
note
When you select one or more items, the action buttonss available in the top right corner of the preview area become active.
You can access the Supplemental menu of a visual artifact, if you hover over its tile. You can use this menu to export the visual artifact, move it to a different workspace, or delete it.

VISUALS interface – List view

List view presents the visual artifacts of a workspace arranged vertically in a single, multi-line list. It shows the title and the ID of the visuals, dashboards, and apps. It also shows the number of related dashboards/linked visuals and descendant dashboards.

It provides further metadata about each visual artifact including creation date, date of last update, name of the modifier, total views and the corresponding dataset and workspace.

You can open a visual artifact in View mode if you click the reduced size image or the title of the visual artifact.
You can open a visual artifact in Edit mode if you hover over the reduced size image of the artifact and click the (pencil) icon in the bottom right corner.
You can also click the (pencil) icon at the end of the row if you want to edit a visual artifact.
You can select a visual artifact if you mark the check box of the item. You can deselect the selected artifact by clicking the checkbox again.
note
When you select one or more items, the action buttonss available in the top right corner of the preview area become active.
You can delete a single visual artifact by clicking the (trash) icon at the end of its row.