Importing Visuals to an Analysis

You can import visuals from a different analysis or dashboard to the analysis that you are working on.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.

When you import a visual, any configured parameters, calculated fields, filters, visual properties, and conditional formatting settings are also imported.

These limitations apply:

  • You can only import visuals to analyses that you have ownership privileges over.
  • Custom visual content, highcharts visuals, visuals with image components, insights, layered maps, text boxes, and filter controls cannot be imported.
  • Certain chart features, including reference lines and conditional rendering rules based on parameters and calculated fields, are not supported in the destination analysis.

To import visuals:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, click , the Import button, on the toolbar.
  5. On the Find source to insert from dialog, select one of the available dashboards or analyses and click Load.
  6. On the Select visuals to import dialog, select the visuals that you want to import and click Import.
    If the analysis or dashboard contains multiple sheets, you must first select a sheet. You cannot import visuals from multiple sheets at a time.

The imported visuals are added at the bottom of the destination analysis. They retain their original properties but inherit the theme-level properties from the destination analysis.

Parent topic: Creating and Managing Visuals