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Save, Edit, and Publish Sidekick Visualizations

Create a library of visualizations, and send visualizations to a report or dashboard.

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.

How to save Sidekick visualizations

  • 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.

  • 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.
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  • 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.
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  • 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.
  • Optionally, you can 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.