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Conga Support

Adding/Deleting a Visual Analysis in the Gallery

This page applies to: Conga Contracts (formerly Novatus)
This page applies to: BI Toolbox Module

A CANNED visual analysis that has been provided by Conga Contracts (formerly Novatus), or one that has been shared by another program user, can be added to your Visual Gallery so that it is available when you create an Analytics Report or set up a BI Dashboard. A visual analysis that you create can be added to the Gallery during the creation process, or any time after it is created. Any visual analysis that you add to the Gallery can be deleted.

Adding a Canned or Shared Visual Analysis to the Gallery

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the visual analysis you want to add to the Gallery, and click on it to select it.

To edit a CANNED/shared visual analysis before saving it to your Visual Gallery, make a copy of the analysis, and save it under a different name so that it displays in the My Items section of your Home screen.  Open the visual analysis from the My Items section, edit it, and then add the revised analysis to the Visual Gallery.

Gallery1.png

4.  In the Discovery screen, click Add to Gallery.

5.  In the Add Panel prompt:

  • Edit the name of the visual analysis, if needed, in the Panel Title field.
  • Provide a description in the Panel Description field.
  • Click Add Panel.

6.  (Optional) Verify the visual analysis has been added to the Gallery by clicking Icon AuthorDash.gif to display the Visual Gallery in the Untitled Dashboard screen.

  • Locate the analysis using the Find field, Sort By list, or by scrolling through the Gallery.
  • Click Icon BICloseGallery.png to close the Visual Gallery.

Deleting a Visual Analysis from the Gallery

When you delete a visual analysis from the Visual Gallery that you have used to create an Analytics Report or a Dashboard, the visual analysis is not deleted from the report or dashboard.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, click  Icon AuthorDash.gif, located in the upper left of the screen.

3.  When the Visual Gallery displays in the Untitled Dashboard screen, locate the visual analysis you want to delete using the Find field, Sort By list, or by scrolling through the Gallery.

4.  Click Icon BIDeleteList.png for a visual analysis to remove it from the Gallery.

5.  Click OK in the confirmation prompt.