Edit the layout of a Liveboard

Editing the layout of a Liveboard lets you snap visualizations into place, choose between set visualization sizes, and reset your layout.

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.

Starting in May 2022, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

Reorder the visualizations

You can reorder the visualizations in a Liveboard by dragging and dropping them. One Liveboard row can hold a predetermined number of visualizations of each size. To change the visualization layout, follow these steps:

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

  2. 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.

  3. Select Save changes.

Change the size of a visualization

The size picker at the bottom of a visualization’s More menu more options menu icon lets you toggle between predetermined sizes for each visualization. All visualizations except headlines have 5 size options. Headlines can only be the smallest size. To change the size of a visualization, follow these steps:

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

  2. Click the More menu icon more options menu icon for the visualization whose size you would like to change.

    ThoughtSpot displays the dropdown menu.

    Change the size of a visualization

    The last item in the dropdown menu shows different possible sizes, with the current size selected.

  3. Select a new size.

  4. Select Save changes.

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

    ThoughtSpot displays the dropdown menu.

    delete a pinboard visualization
  3. Select Delete.

  4. Select Save changes.

Copy and edit 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 copy and edit a visualization.

To edit a copy of a visualization, 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 copy and edit, click the More menu icon more options menu icon.

  3. Select Copy and edit.

    make a copy of a pinboard viz

    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 menu 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.

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, or under the More menu icon more options menu icon for a visualization.

For example, the Liveboard more menu allows you to manage Liveboard schedules, download the Liveboard as a PDF, make a copy of the Liveboard, delete it, and so on.

The visualization more menu allows you to download the visualization, analyze it with SpotIQ, make a copy of the visualization, delete it, change its size, and so on.

pinboard controls

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