Descriptions

Descriptions give you an opportunity to provide more information about resources in your standalone or embedded environment for all or some of your users.

You can provide descriptions for most major objects that make up your environment:

• Sources: Add a Description when you create or update a source in your environment. This information is viewable and searchable from the Sources work area. See Add or edit the Description for a source.

• Visuals: Add a Visual Description to shared visuals in the Visual Gallery. This information is viewable and searchable from the Visual Gallery work area. See Add or edit the Visual Description for a visual.

• Dashboards: Add a Description to dashboards in your Library. This information is viewable and searchable from the Library work area. See Add or edit the Description for a dashboard.

• Widgets: Add a Description to any widget on a dashboard: visuals, text snippets, or filter snippets. For shared visuals from the Visual Gallery, this does not replace the Visual Description. See Add or edit the Description for a widget.

Add or edit the Description for a source

1. Create or edit a data source.

2. Edit the Description field in the Source Definition work area, then select Save to save your changes.

3. Open the Sources work area, then select the info icon () to view the description for this source.

   Optionally, use the Search field to search for a source by information in its description.

Add or edit the Visual Description for a visual

1. Create or edit a visual in the Visual Gallery.

2. Select the info icon () to open the info sidebar menu.

3. Edit the Visual Description field in the info work area, then select Save to save your changes.

4. Select the save icon () to save the visual.

5. Open the Visual Gallery work area, then select the info icon () to view the visual description.

   Optionally, use the Search field to search for a visual by information in its visual description.

   Note: Alternatively, you can add or edit the Visual Description when you save a visual, use Save As to rename a visual, and when you convert a local visual to a shared visual.

Add or edit the Description for a dashboard

1. Create or edit a dashboard.

2. With the dashboard open, select Save or Save As to save the dashboard. The appropriate Save dialog opens.

3. Edit the Description field, then select Save to save your changes.

4. Open the Library, then select the info icon () to view the description for this dashboard.

   Optionally, use the Search field to search for a dashboard by the information in its description.

   Note: Select the info icon () in the dashboard tool bar to show or hide the dashboard description for viewers. You can also edit the description when visible.

Add or edit the Description for a widget

1. Select a widget in your dashboard, then select Settings to open the sidebar menu. The menu opens to the Widget Settings panel.

2. Edit the Description field, then select Apply to apply your changes.

3. Select the save icon () to save the dashboard.