Overview

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This article covers how to find and use saved visualizations as templates to create your own.

Critical Concepts

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• In the data visualization library, you can view all saved visualizations including ones shared to you.
• The recommended format of saved visualizations are "[table name],[conditions],[report type]"
• You can duplicate, edit, and rename these saved visualizations.

Steps to Take

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Find a Visualization

1. Navigate to All > Platform Analytics > Library > Data Visualizations in the navigator.
   
2. Here you can view all your visualizations as well as visualizations shared with you.
3. In the search bar on the top left, search for "Case", to find visualizations involving the case table.

Duplicating and Cloning Visualizations

1. In visualization selected, press the three dots in the top right.
   
2. Press "Duplicate" to duplicate the visualization.
3. Here you can modify the title of the visualization, as well as make any other changes you would like. Press "Save" to save the new visualization.
   
4. You will be the owner of this new copy and will be able to make edits and changes to your liking.