Manage a visualization

Next to each visualization in the list, you have the following options to manage it:

• Tag — used to group visualizations
• Publish status— shows one of three statuses: Not published, Published, or Published with changes
• Menu options — opens a menu with 3 to 8 actions, depending on the visualization's publish status and project member role

Tag

Tags must follow these rules:

• Must be unique
• Case-sensitive
• No spaces or special characters
• Cannot start with a number
• No longer than 20 characters

To tag a visualization:

1. Next to the visualization name, click the tag icon sell.
2. Search for an existing tag or type a new one.
3. Click Update.

Publish status

• Not published unpublished — the visualization hasn't been published yet
• Published check_circle — the visualization is live and matches the published version
• Published with changes published_with_changes — the visualization is live, but has unsaved edits that haven't been published yet

Menu options

The actions available in Menu options more_horiz depend on the visualization's publish status and project member role.

Publish status: Not published

• Rename — change the visualization's name
• Duplicate — create a copy of the visualization in the same project
• Copy to — copy the visualization to another project

If you're an admin, you also have:

• Move to — move the visualization to another project
• Delete — permanently remove the visualization

Publish status: Published and Published with changes

• Rename — change the visualization's name
• Duplicate — create a copy of the visualization in the same project
• Copy to — copy the visualization to another project
• View published version — open the live, published version of the visualization
• Copy share link — copy a shareable link to the visualization
• Copy embed link — copy a link for embedding the visualization elsewhere

If you're an admin, you also have:

• Move to — move the visualization to another project
• Delete — permanently remove the visualization