# Actions in View mode

This page walks through every action available in View mode: change views, adjust resolution, format charts, apply filters at every level, interact with individual charts, and share or export your work.

When you open a Vizpad from the **Explore** listing, it loads in **View mode** by default. **View** mode is designed for everyone who consumes a Vizpad: business users, executives, analysts reviewing someone else's work, and anyone who wants to slice and explore the data without permanently changing the underlying Vizpad.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FCLWAdANTtE2cu0MRLEiE%2FFrame%206388.png?alt=media&#x26;token=ef9419e6-909e-4335-aed0-c55126355606" alt="" width="563"><figcaption></figcaption></figure>

You can interact with charts, apply filters, change formatting, switch resolutions, and save your work as a personal **Custom View**, but the original Vizpad created by the owner stays untouched unless you explicitly enter edit mode.

{% hint style="warning" %}
**Open in Classic** button opens the Vizpad in the classic (legacy) Vizpad experience.&#x20;
{% endhint %}

* **Revert:** Discards any unsaved changes you've made in the current session (filters, resolution, formatting tweaks) and restores the Vizpad to the state you opened it in. Revert appears only after you've made a change.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FBhfB697GQ1QYwwkgTfXP%2Fimage.png?alt=media&#x26;token=1106ddb6-c70c-4ee4-b933-70a68a64060b" alt="" width="372"><figcaption></figcaption></figure>

* **Save View:** Saves the changes you made to the Vizpad as a new **Custom View.**

{% hint style="warning" icon="pen-to-square" %}
The above two buttons appear only after you've made a change in the current Vizpad.
{% endhint %}

1. <mark style="color:$primary;">**View dropdown:**</mark> Displays the list of available views. Switch between **Master View** (the default view defined by the Vizpad owner) and any **Custom Views** that have been saved.&#x20;

{% hint style="success" icon="gallery-thumbnails" %}
A **Custom View** is a personal save state of a Vizpad. Any change you make in View mode can be persisted to a Custom View. The original Master View stays untouched, so the Vizpad owner's canonical version is always preserved.&#x20;
{% endhint %}

2. <mark style="color:$primary;">**Settings gear:**</mark> Opens the Vizpad-level settings panel.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2F0lOVJmLNzv8COd9xxGXk%2Fimage.png?alt=media&#x26;token=b4ff7e52-82c8-4c52-bfdd-963e92f5b73d" alt="" width="362"><figcaption></figcaption></figure>

#### Anomalies

* **Show anomalies:** When enabled, Tellius highlights anomalous data points directly on the charts. Anomalies are detected by Tellius's built-in statistical models and surfaced inline so outliers stand out in the visualization.

#### Query time

* **Show query time in chart menu:** When enabled, the load time for each chart is displayed inside that chart's three-dot menu under **Time taken**. This is helpful when you're investigating performance of each chart.
* **Show query time on chart:** When enabled, the query time is shown directly on the chart header next to its title (for example, *130ms*) so you can scan performance across the whole Vizpad at a glance.

#### Performance

* **Bulk filters and chart configuration:** Controls when filter and configuration changes get pushed to the charts on the canvas. The behavior changes meaningfully depending on whether the toggle is on or off:
  * **When disabled:** Every change you make is applied to the Vizpad instantly, and Tellius re-runs the affected queries immediately after each change.
  * **When enabled:** Tellius batches your changes and waits for you to click **Apply** before pushing them to the canvas. Until you click **Apply**, you can stack multiple filter additions, formatting tweaks, and configuration changes without triggering a single query. When you click **Apply**, all queued changes are committed and the affected charts re-render in one pass. Click **Revert** at any time before applying to discard the queued changes and return to the last committed state.

{% hint style="success" %}
Use bulk mode on dense Vizpads with many charts. Disable it for small Vizpads and quick edits.
{% endhint %}

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FUJ4iyh0hyWm8bcRdBm6Q%2Fimage.png?alt=media&#x26;token=abdf5002-a38f-4017-8ea7-1cee229e5ab8" alt="" width="182"><figcaption></figcaption></figure>

* The **Apply** and **Revert** buttons sit at the bottom of the panel and only become active once you've made a change.
* **Apply** commits every pending formatting change to the chart in one go, so you can experiment with multiple settings and push them all at once.
* **Revert** discards every pending change and restores the chart to the formatting state it was in when you opened the panel.

#### Export Schedule

* **Enable Export Schedule:** Turns on scheduled exports for this Vizpad. Once enabled, you can configure a recurring export (daily, weekly, monthly) that delivers a snapshot of the Vizpad to specified recipients on a fixed cadence.

3. <mark style="color:$primary;">**Edit Vizpad:**</mark> Switches to edit mode, where you can add charts, change configurations, and save changes back to the original Vizpad. This button is only enabled if you have edit permission on the Vizpad.
4. <mark style="color:$primary;">**Three-dot actions menu:**</mark> The three-dot menu in the top right of the top bar exposes the full set of Vizpad-level actions. For more details, check out [this](https://help.tellius.com/vizpads-explore/get-familiar-with-our-vizpads#the-actions-menu-three-dot-menu) section.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2Filcd5Uvq0dgggBbBnE08%2Fimage.png?alt=media&#x26;token=d1b9a97a-d315-4a06-b322-f89132ef3e68" alt="" width="135"><figcaption></figcaption></figure>

{% hint style="info" icon="bars" %}
The actions visible in this menu depend on your role and how the Vizpad was shared with you. If you opened a Vizpad with View permission only, certain actions like Move and Delete will be hidden.
{% endhint %}

* **Share:** Open the **Share** Vizpad dialog to grant another user, email address, or user group access to the Vizpad with either *Can view* or *Can edit* permission. Admins and super users can also pin a Vizpad to a group from this dialog so it appears in every group member's **Pinned** tab.
* **Refresh:** Triggers a fresh query against the underlying data so the Vizpad reflects the latest values.&#x20;
* **Export:** Downloads the entire Vizpad as a .zip file.
* **Embed:** Opens the **Generate Embed URL** dialog, which builds a sharable URL that renders the Vizpad as a standalone page.&#x20;
  * **Direct Access URL:** When enabled, the URL takes recipients straight to the Vizpad. When disabled, recipients land on the Tellius login page first and must authenticate before the Vizpad renders.
  * **Expiry time of URL:** Set how long the URL stays valid. Pick a number and a unit (Hours, Days, or Months). Tellius auto-clamps the value to a 1–100 range. After the URL expires, the link will become invalid.
  * **Access to global filters type:** Controls whether recipients can change the global filters on the embedded Vizpad. Choose **View** to lock filters to their current state, or **Edit** to let recipients modify them. **Hide** option hides the global filters.
  * **Access Type:** Controls overall permission on the embedded Vizpad. Choose **Read** (view-only) and **Write** (edit access) as required.
  * **Row Level Policy:** When enabled, the embedded Vizpad respects the row-level security policies attached to the underlying dataset, so recipients only see the rows they're authorized to access. A row-level policy must already be defined on the dataset for this toggle to take effect.
  * Click **Generate URL** to create the link. Tellius will display the generated URL with options to copy it or open it in a new tab.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2Fwnq1eEmIm1XU5tf0yb3x%2Fimage.png?alt=media&#x26;token=1b8021f1-dceb-4fdb-b5bb-64256dcac603" alt="" width="375"><figcaption></figcaption></figure>

* **Clone:** Creates a duplicate of the Vizpad in your account. The clone is fully editable and independent of the original.
* **Move:** Moves the Vizpad to a different **Project** folder.
* **Favorite:** Mark or unmark the Vizpad as a favorite. Favorites surface under the *Favorites* tab on the Explore listing.
* **Delete:** Permanently deletes the Vizpad after a confirmation prompt. Deleted Vizpads cannot be recovered.

5. <mark style="color:$primary;">**Resolution:**</mark> This dropdown applies a global time grain to every time-based chart in the Vizpad.

<table><thead><tr><th width="182.50286865234375">Option</th><th>Behavior</th></tr></thead><tbody><tr><td><strong>Default</strong></td><td>Each chart renders at the resolution defined by its owner.</td></tr><tr><td><strong>Hourly</strong></td><td>All time-based charts roll up by hour.</td></tr><tr><td><strong>Daily</strong></td><td>All time-based charts roll up by day.</td></tr><tr><td><strong>Weekly</strong></td><td>All time-based charts roll up by week.</td></tr><tr><td><strong>Monthly</strong></td><td>All time-based charts roll up by month.</td></tr><tr><td><strong>Quarterly</strong></td><td>All time-based charts roll up by quarter.</td></tr><tr><td><strong>Yearly</strong></td><td>All time-based charts roll up by year.</td></tr></tbody></table>

{% hint style="info" icon="not-equal" %}
This is useful when you want to compare a daily-trending chart and a monthly-trending chart on the same time scale without opening each one individually. Charts whose data does not contain a time dimension are unaffected.
{% endhint %}

6. <mark style="color:$primary;">**Switch Metric:**</mark> Switch Metric lets you replace a chart’s current measure with another measure. Click on **Switch Metric** to see the list of available measures (this can be configured in Vizpad **Edit** mode). The currently used metric is marked with a *Default* tag.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FgMYnQr9DHvJYysVKXo1c%2Fimage.png?alt=media&#x26;token=8d176079-e1ac-4228-8ab3-3e3ee066d784" alt="" width="375"><figcaption></figcaption></figure>

* When you pick a new metric, every chart that uses the original measure automatically re-renders with the new one.
* Filters, dimensions, formatting, and chart types are all preserved; only the measure changes.
* This is the fastest way to compare the same Vizpad across different KPIs (for example, switching from *Compliance Area Completion Percentage* to *% Risk Compliant* across a dozen charts at once).
* The list of metrics that appear here is configured by the Vizpad owner in edit mode. If a metric you expect isn't in the list, please check with the owner/admin to add it to the switchable metrics set.

{% hint style="warning" icon="light-switch-on" %}
Metric changes made via **Switch Metric** are not saved to a **Custom View**. They apply for the duration of your session and reset when you close the Vizpad.
{% endhint %}

7. <mark style="color:$primary;">**Format and Filters:**</mark> The right pane of the View mode screen has two tabs: **Format** and **Filters**. Both let you make changes that take effect immediately on the Vizpad without requiring you to enter edit mode.
8. <mark style="color:$primary;">**Chart-level actions:**</mark> Hovering over any chart on the canvas reveals a row of icons in the chart's top-right corner.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FDjpzON7Y5ky0HuleDwQd%2Fimage.png?alt=media&#x26;token=4682ffec-e467-4d37-aded-3fcca4d3e4d5" alt="" width="138"><figcaption></figcaption></figure>

* **Filter:** Click the funnel icon to add a **chart-level filter** that applies only to this single chart. This is scoped to one chart. Use it for quick what-if exploration without touching the chart's underlying configuration. Once a filter is added, clicking on the **Filter** icon again will show/hide the applied filters. The chart re-renders accordingly. To add more filter(s), click on the filter icon and click on **+** at the end of the filter pills.
* **Switch Chart:** Click this icon to change the chart type. Tellius shows you every available chart type and automatically greys out any that aren't compatible with the chart's current measures and dimensions. When you pick a new type, all current values, filters, and formatting are preserved and re-rendered, so a bar chart with a global filter applied becomes a line chart with the same filter applied.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FIod1HUUIHc4fabfo4yFr%2Fimage.png?alt=media&#x26;token=4a68849e-f7bb-4935-b357-e7b5c5dcdccb" alt="" width="246"><figcaption></figcaption></figure>

* **Expand / Collapse:** Click the diagonal-arrows icon to enlarge the chart to fill the canvas. Click it again (or close the expanded view) to collapse the chart back to its original tile size.
* **Three-dot chart menu:** Clicking the three-dot menu on any chart opens a panel with three groups of actions: **View**, **Actions**, and **Time taken**.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FCHYTLsQrWHKsw66wb2Ml%2Fimage.png?alt=media&#x26;token=47d9548f-b776-41e2-ad2f-50fee90cd8ea" alt="" width="279"><figcaption></figcaption></figure>

**a. View:** Switch how the chart's data is rendered:

* **Chart:** The default visual representation (bar, line, pie, etc.).
* **Data:** A simple tabular view of the chart's underlying data.
* **Detailed:** A richer tabular view with all columns from the underlying query, including any columns that don't appear on the visual chart. Useful when you want to see the row-level data behind a summary visualization.

**b. Actions**

* **Export:** Downloads the current chart in your choice of format (JPG, PNG, PDF, CSV, XLSX or PPT). Tabular views can be exported as CSV; visual charts can be exported as image or document formats. Check out [this](https://help.tellius.com/vizpads-explore/actions-in-view-mode/exporting-vizpads) page for more details.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FVqRxhwcZs2QQqB6NCo7V%2Fimage.png?alt=media&#x26;token=2cc2fef7-bfe6-4cca-aaae-7f132fb3c0f4" alt="" width="375"><figcaption></figcaption></figure>

* **Copy to Clipboard:** Saves the chart and all of its current settings to your Tellius clipboard. You can then paste it into the same Vizpad (in another tab) or into a different Vizpad (in edit mode), with all of its configuration intact. This is the fastest way to reuse a chart you've already built.
* **Embed URL:** Generates an embed URL for this single chart. The dialog matches the [Vizpad-level Embed dialog](https://help.tellius.com/vizpads-explore/actions-in-view-mode#export-schedule), but the resulting URL renders only the one chart as a standalone element. Use this when you want to share a specific visualization without exposing the entire Vizpad.

**c. Time taken**

* **Total time taken:** Shows the most recent load time for this chart
* **Query Time Details:** Click to open a full breakdown of where time was spent. Displays Tellius engine time, external engine time, network, and rendering. Use this when you're investigating the performance of a chart.

<figure><img src="https://3702984147-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8GaK1h3pmgbR63x0ftET%2Fuploads%2FLdYEheRtfeSd3KFtm26F%2Fimage.png?alt=media&#x26;token=01b77d55-89e8-47bf-9810-89ec0ac4499c" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="warning" icon="gear" %}
The query time options in the chart menu are gated by the **Show query time in chart menu** toggle in Vizpad settings. If you don't see them, enable that toggle from the gear icon in the top bar.
{% endhint %}