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Editing a master visualization

When you update a visualization in the master items, the changes will be reflected in all instances of the master visualization.

Do the following:

  1. In sheet view, click Edit Edit sheet in the toolbar.

  2. Click Advanced options.

  3. Click Master items Master items in the assets panel.

  4. Click the visualization that you want to edit.

    The preview opens.

  5. Click Edit at the bottom of the preview.

    6. If the visualization is used on a sheet, a dialog is displayed to inform you that any changes to the master visualization will be applied to all its instances on the sheets.

  6. Click OK.

    The visualization opens for editing.

    7. Tip noteYou can also right-click the master item, and then click Edit.

  7. Make the changes you want, and click Done in the upper right corner of the visualization to finish editing.

The visualization is updated and reflected in all its instances.

Tip noteYou can also edit a master visualization by selecting a linked visualization on a sheet, and clicking Edit in the properties panel. You must be in sheet edit mode.

Considerations

A master visualization is a type of master item. When working with master items, consider the following:

  • Master items can only be viewed, edited, created, and deleted when editing a private sheet. You cannot perform actions on master items from a public or community sheet.

  • Depending on your permissions, your access to master items might be limited. For example, you might be able to view the master items in an app but not create, edit, or delete them. For more information about how permissions affect actions on master items, see Permissions for working with master items.

  • You cannot create, edit, or delete the master items of a published app. Instead, perform these actions in the source app and then re-publish the app to the managed space.

Permissions

For more information about the required permissions for editing master visualizations, see Permissions for working with master items.

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