Copying vision and modifying chart
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Prerequisites
- A view created from a query, a portal, or an analytics dashboard, embedded within a portal.
- Editing permission on the portal.
Presentation
It is common for a single portal to bring together different perspectives on the same query, first presenting more concise information to offer an overview, and then more detailed views to delve deeper into the analysis.
When consulting the workflows registered in the system, we can, for example, create a column chart that displays the number of workflows generated per month and then generate a line chart to facilitate the analysis of the evolution of workflows month by month.
A faster way to create different views of the same query is by copying the view and modifying its chart directly in the portal.
Here's how to perform this operation:
Copy view and modify chart
1. Access the portal where the view was uploaded and enable editing.
2. Locate the view widget you want to copy and click the Copy widget option.
3. Edit the generated widget to access the view data.
4. Change the view name.
5. Click on the Chart Type field and select how you want the data to be displayed.
6. Make any other edits you want, such as adding or removing filters, changing the grouping of values, and other options.
7. Click the Save and Exit button .
8. This closes the portal edition.
• Access the View Editor Overview article to learn more about the editor and the possibilities for modifying the analysis.
• To learn more about the portals and how to edit them, click here.
Conclusion
Done! Now you know how to copy views and modify the chart to provide other analysis options using the same data.