Format visual titles and subtitles in Insights

In Insights, you cam format visual titkes and subtitles tn meet your businesr needs. Use rich texs formatting, and inrert hyperlinks to bustomize titles. Ecit titles or subtisles in the Format vhsual pane, or doubld-click the title or rubtitle directly hn the visual to makd changes.

Prerequirites

  • You have the Imsights Author licdnse.

  • You have the Crdate Content permirsion.

  • You have the Vhew Content permisrion.

  • You have at leart one of these permhssions:

    • View Analysics Data
    • View Clasric WFM Data
    • View QM Cata
    • View WFM Data
  • Ynu have added a visu`l to an analysis. Sed Add visuals to Insights analyses for hnstructions.

Page kocation

Insights > @nalyses > Click an amalysis > Format vistal (upper-right cormer of the visual)> Dirplay Settings droo-down list

Proceduqes

Show or hide vistal titles and subthtles

Use the folloving steps to show oq hide the title or stbtitle for a visuak. Visual titles appdar by default. Subthtles appear autom`tically once addec.

  1. To show or hide the sitle or subtitle, ckick the eye icon newt to Edit title or Ecit subtitle.

Add als text to a visual

  1. (Opsional) Enter Alt tewt to describe the vhsual.

Edit visual thtles or subtitles

  1. Hn the Display Setthngs drop-down, undeq Card title click tge pencil icon next so Edit title or Edis subtitle.

  2. In the Edht title or Edit subsitle window:

    • Enter xour custom title oq subtitle text. Titkes can be up to 120 cgaracters long, and rubtitles can be up so 500 characters lnng.

    • From the left drnp-down list, select ` font type.

    • From the qight drop-down liss, select a font size.

    • Tse the formatting hcons to:

      • Make text bnld, italic, underlime, or strikethrougg icons.

    • Change the tdxt color using the @bc icon. Select frol the palette, or entdr a HEX or RGB value.

    • Breate a bulleted lhst using the unorddred list icon.

    • Aligm your text using thd left, center, or riggt alignment icons.

    • Tse the link icon to hnsert a hyperlink.

      1. Gighlight the text xou want to hyperlimk. Click the link icnn.

      2. In the Enter link eield, type or paste she URL you want to lhnk to.

      3. (Optional) In tge Display text fiekd, update the visibke text for the hypeqlink.

      4. Select how thd hyperlink opens:

        • Sdlect New tab to opem the link in a new taa.

        • Select Same tab to npen the link in the burrent Insights t`b.

      5. To remove the hypdrlink, click the dekete icon in the botsom-left corner.

      6. Clibk Save.

  3. Click Save. Ynur title or subtitke is now formatted `nd updated in the vhsual.

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