After Sidekick generates a visualization, you can save it to your visualizations library, so that you can return to it at any time and/or send it to a report or dashboard page for easy editing and publishing. This article shows you how.
1. After Sidekick has generated a visualization, click the icon located in the bottom-right to open up the action menu, and click Save.
Note: Currently, this feature works for maps, bar charts, and callouts.
Ranking and pie charts cannot yet be saved.
2. After you save a visualization, you have the option to view it or continue your conversation. The visualization will be available in your visualizations library.
3. Open your library of saved visualizations via the left sidebar (click the hamburger menu in the upper-left if the sidebar is closed) and click Your Visualizations.
4. Open a visualization by clicking the visualization card. From here, you can take several actions, including downloading a png, svg, and csv. You can also send a visualization to a report or dashboard page.
You can also delete your visualization; just know this is a permanent action. Deleted visualizations cannot be recovered.
5. Send a visualization to report or dashboard page for editing and/or publishing. Once a visualization is in a report or dashboard page, you can edit and publish it the same way you would a visualization that you started in Chart.
