Managing Your Library
Organize, edit, and maintain your saved visuals
Your Visual Library
The Visuals tab shows all your saved visuals as cards with their name, description, owner, and last modified date. When you have more than 5 visuals, a search box appears—search by title, description, or creator name.
Each visual card has quick actions:
- "+" icon — Add to current dashboard
- "..." menu — Open, duplicate, edit details, share, or delete
Editing Visuals
You can make two types of edits:
Full edit — Click the visual card or choose "Open" from the menu. This opens the Visual Editor where you can change anything: data source, SQL, chart type, formatting. Click "Save to Library" and all linked instances across all dashboards update automatically. The blue "Library" badge reminds you that you're editing a library visual.
Details only — Click the pencil icon or choose "Edit Details" to change just the title and description without touching the visual configuration. Only owners can do this.
Duplicating Visuals
Click "..." → "Duplicate" to create an exact copy with a new ID. The copy gets "(Copy)" appended to the title and you become the owner.
Use this to:
- Create variations ("Revenue - All Regions" → "Revenue - North America")
- Experiment without affecting the original
- Make your own editable copy of someone else's visual
Sharing Visuals
Click "..." → "Share" to control who can access your visual. Add users or groups and assign permissions:
Owner — Full control (edit, share, delete) Editor — Can modify the visual configuration Viewer — Can view and add to dashboards, but not modify
Shared visuals show a "Shared" badge on the card.
Deleting Visuals
Click "..." → "Delete" to remove a visual from the library. Only owners can delete.
Important: Deleting doesn't break dashboards using that visual. Linked instances become local visuals—they keep working with a snapshot of the visual as it was, but they stop receiving updates. The purple "Linked" badge disappears.
Before deleting, consider if you should rename it with "DEPRECATED" or update the description to point to a replacement instead.
Organizing at Scale
For small teams — Clear naming is usually enough. "Monthly Revenue by Region" works better than "Chart 12."
For growing teams — Use prefixes to group related visuals: "Sales - Pipeline Value," "Sales - Conversion Rate," "Marketing - Lead Sources." Add descriptions explaining when to use each visual.
For large teams — Enforce naming conventions, use department prefixes, write detailed descriptions, and occasionally clean up unused visuals.
Common Issues
Can't edit a visual — You might not be the owner or have edit permissions. Ask the owner to share edit access, or duplicate the visual to create your own version.
Can't find a visual — Make sure you're in dashboard editing mode. Check your search terms. The visual might have been deleted or you may not have access.
Visual shows wrong data — Visuals query fresh data on every render, so it's always current. If the data looks wrong, edit the visual to check the SQL query, data source, or applied filters.
API Access
For programmatic management, see the Visuals API documentation.