Publish a visualization

Once you finalize an analysis, publish it to a visualization to share with other staff members and clients. Note that they can only view the visualization — they cannot modify it.

Let op:Purchased visualizations will display in the Dashboards tab if a license has been assigned to a Sherlock Builder user, but they cannot be modified or shared.

To publish a visualization:

  1. Select the Analyses tab.

    A list of existing analyses displays.

  2. Select the analysis that you want to publish to a visualization.

  3. Select Share () | Publish dashboard.

    The Publish a dashboard dialog with the Publish dashboard button highlighted.

  4. In the Publish a dashboard dialog, select:
    • Publish new dashboard as to create a new visualization. Enter a title for the new visualization in the field.

    • Replace an existing dashboard to overwrite a visualization while maintaining existing share settings. Select the visualization to replace from the drop-down menu.

  5. If required, apply any additional options from the Advanced publish options expandable menu.

    To learn more, see Publishing a Dashboard.

  6. Select Publish dashboard.

    The Share dashboard dialog displays.

  7. If you want to collaborate on the visualization with other Sherlock Builder users in your firm, enter each user's email and select Share.

    Let op: Do not use the Share with everyone in this account option. It does not function correctly with Sherlock Builder.

    The Share dashboard dialog with the Share field and Share button highlighted.