Customizing General Settings

Several options may be managed from the General menu, depending on the chart type of the visual. To see what options map to specific visual types, see the Visual Settings matrix.

To get to the options in the General menu, follow these steps:

  1. On the right side of Visual Designer, click the Settings menu.

    Settings menu of Visual Designer
  2. In the Settings menu, click General.

    general settings
  3. Select one of the options:

Enabling CSV Download

You can enable or disable CSV data download for each visual by specifying if data may be downloaded from the visual to a *.csv file.

Availability Notes:
  • This setting is available on all visual types.
To enable CSV download, select Enable "Download as CSV" in the General menu.
Enabling CSV download

To disable CSV download, de-select the Enable "Download as CSV" option.

Setting the Locale for CSV Downloads

By default, the locale settings for CSV download format match the system settings of the internet browser. However, it is possible to specify a different locale for download.

Availability Notes:
  • This setting is available on all visual types.

To change the locale format for the CSV download, use the Set "Download as CSV" Locale menu to select an alternate locale.

Here, the default locale is en-US, and the new locale is German.

Setting download locale

Enabling Image or PDF Download

You can enable or disable image (PNG) or PDF file download for each visual.

Availability Notes:
  • This setting is available on all visual types.

To enable PNG or PDF download, navigate to the General menu, and select the Enable "Download as Image/PDF" option.

Enabling PNG/PDF download

To disable image or PDF download, de-select the Enable "Download as Image/PDF" option.

Enabling Drill Into Behavior

You can enable the drill into behavior for specific visuals.

Availability Notes:
  • This setting is available only on Bar, Line, Area, and Grouped Bar visual types.

To the Drill Into data discovery option, select the Show Drill Into context menu" option in the General menu.

Enabling Drill Into behavior

To disable Drill Into behavior, de-select this option.