In the Designer, Project Owners have the ability to Add/Edit New and Existing Visualizations. 

  • To Edit a Visualization,  click on the Save icon to the right of the Search Bar.

  • Click on the Open in Designer option to begin Editing the Visualization.

  • When you enter the Designer, you will see the Default Dashboard View.  Dashboards are comprised of 1 or more sheets. Create or Edit Sheets you want to add to your Dashboard. 
  • On a Sheet, in the Data tab, under Folders, you will see a Folder for the App you are adding the Visualization to.  You can click and drag App Fields into Columns or Rows to create and modify your Visualization.
  • Once Fields have been added to Columns/Rows,  your visualization will populate with data from the selected field.

  • When you have completed Editing a sheet, click the File option and click Save to save your Visualization.

  • Go into the Dashboard View and Drag your sheet into the Dashboard. 

  • If you are completed adding sheets to your dashboard, click on File and select Save to Save your Dashboard with Sheets.

  • Close the Designer then Click Publish to Publish your new Dashboard.


  • Newly Created Visualization will now show in the search bar in the Selected App. Admins have the option to Edit or Delete the Visualization.

Analytics Mode Overview

How To?

How to Add a New Visualization in Analytics Mode 

How to Edit a New Visualization in Analytics Mode

How to Add a New Visualization in SmartApp Grid

How to Edit a New Visualization in SmartApp Grid

Last Updated: Dec-10-23