Edit the layout of a Liveboard

The new Liveboard experience contains multiple new features and feature enhancements. It is on by default, and users can turn it on or off individually from the Experience manager panel in their profile. If you use the classic Liveboard experience in your environment, your experience may be different from the one described in this article.

Editing the layout of a Liveboard lets you snap visualizations into place and change the visualization size.

Visualizations within a Liveboard are easy to move around and snap into place on a relative flow layout. Your Liveboard layout is also responsive to your browser resolution. This helps keep the layout of your Liveboard neat and organized.

Reorder the visualizations

You can reorder the visualizations in a Liveboard by dragging and dropping them in Edit mode. To change the visualization layout, follow these steps:

  1. Click Liveboards, on the top navigation bar.

  2. Navigate to the Liveboard you would like to edit.

  3. Select the Edit button at the upper right of the Liveboard. If this button is grayed out, you do not have edit privileges for the Liveboard. To resolve this, contact your administrator or the creator of the Liveboard.

  4. Click on the bar that appears at the top of any visualization when you hover over it. This allows you to drag and drop your visualizations to new positions in the Liveboard.

    Drag and drop visualizations
  5. Select Save in the top menu bar.

Move a visualization to a different tab

If your Liveboard has multiple tabs, you can move the visualizations between tabs. To move visualizations to new tabs, follow these steps:

  1. Select the Edit button at the upper right of the Liveboard.

  2. Select the More menu more menu icon for the visualization you would like to move to another tab.

  3. Select Move to tab. This option is not available if the Liveboard has only one tab, or if the Liveboard has no tabs.

  4. Select the tab to move the visualization to from the list of tabs in the Liveboard.

  5. Select Move.

  6. Select Save in the top menu.

Change the size of a visualization

You can customize your Liveboard visualizations to be any size. You can also use the size picker at the bottom of a visualization’s More menu more options menu icon to choose between predetermined sizes for each visualization. All visualizations except headlines have 5 predetermined size options, in addition to the custom size option. Headlines only have 1 predetermined size option, in addition to the custom size option.

To change the size of a visualization with custom tile sizes, follow these steps:

  1. Navigate to the Liveboard you would like to edit.

  2. Select the Edit button at the upper right of the Liveboard. If this button is grayed out, you do not have edit privileges for the Liveboard. To resolve this, contact your administrator or the creator of the Liveboard.

  3. Select the size changing icon in the lower right corner of any visualization, and drag the visualization to the correct size using your mouse. Alternatively, use the 5 predetermined sizes, by clicking on the visualization’s More menu more menu icon. The last item in the More menu shows different possible sizes, with the current size selected.

    Custom size:

    Change visualization size

    Predetermined sizes:

    Change the size of a visualization
  4. Select Save in the top menu bar.

Delete a visualization from your Liveboard

To delete a visualization:

  1. Navigate to the Liveboard that contains the visualization you would like to delete.

  2. Select the Edit button at the upper right of the Liveboard. If this button is grayed out, you do not have edit privileges for the Liveboard. To resolve this, contact your administrator or the creator of the Liveboard.

  3. Click the More menu icon more options menu icon for the visualization you would like to delete.

    ThoughtSpot displays the dropdown menu.

    Delete a Liveboard visualization
  4. Select Delete.

  5. Select Save in the top menu bar.

Make a copy of a visualization from your Liveboard

You may see a visualization that you would like to edit or filter, without editing or filtering the Liveboard. To do this, you can make a copy of a visualization. The copy you create takes into account the Liveboard filters that apply to the visualization.

To create a copy of a visualization and edit it, follow these steps:

  1. Navigate to the Liveboard that contains the visualization you would like to copy and edit.

  2. In the upper-right corner of the visualization you would like to edit, click the More icon more options menu icon.

  3. Select Make a copy.

    A copy of the Answer that created the visualization opens in a new tab, with “Copy of” added to the beginning of the title.

  4. Make any changes you want to the visualization.

  5. Click the More icon more options menu icon and select Save.

    The Save Answer dialog box appears.

  6. Change the name and description, as needed, and click Save answer.

    When you navigate back to the Answers page, your edited Answer appears in the list.

Liveboard tabs

You may want to separate your Liveboard into multiple tabs, grouping certain visualizations together in each tab. For example, you may have a Sales Liveboard that contains top-level KPIs and more detailed charts. You can create a tab for the top-level KPIs for executives to view, and a tab for the more detailed charts that managers need to monitor. To add tabs, select the Edit button at the upper right of the Liveboard, and select + Add tab in the top menu.

Liveboard with tabs

To learn more about liveboard tabs, refer to Liveboard tabs.

Other Liveboard edits

Other Liveboard actions include actions you normally perform on your search as well as actions that you can only perform on a Liveboard. These actions appear under the More menu icon more options menu icon for the Liveboard, in view or edit mode, or under the More menu icon more options menu icon for a visualization, in view or edit mode.

For example, in View mode for a Liveboard, the Liveboard more menu allows you to manage Liveboard schedules, download the Liveboard as a PDF, and so on. In Edit mode, the Liveboard more menu only allows you to make a copy of the Liveboard, or delete it.

In View mode, the visualization more menu allows you to download the visualization, analyze it with SpotIQ, and so on. In Edit mode, the visualization more menu only allows you to make a copy of the visualization, delete it, or change its size.