> For the complete documentation index, see [llms.txt](https://docs.infotopics.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infotopics.com/trulyp/analytics/the-app-editor.md).

# The app editor

The editor is where you build and change an app: you add visuals, connect data, arrange the layout and set the look of every page. This page walks you through each part of the editor, so you know where to find every option.

To open the editor, open an app and click **Edit** at the top right. You can edit an app when you have the **Analytics Creator** role and the app is yours, was shared with you with **Can Edit**, or you are an administrator.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-3d12393d76fd9457a66b1a475972d933f140779c%2FAnalytics_Editor_Overview.png?alt=media" alt="The Analytics editor with a selected line chart"><figcaption><p>The editor: toolbar, canvas, Fields list and the Edit visual panel</p></figcaption></figure>

The editor has four areas:

1. **The toolbar** at the top.
2. **The canvas** on the left, where you arrange your visuals.
3. **The Fields list**, with all fields of the connected data sources.
4. **The side panel** with five tabs: **Visuals**, **Edit visual**, **Data**, **Layers** and **Dashboard**.

### The toolbar

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-1c7044ee4aa7f6722c61c5992b80c7ad061dc9a1%2FAnalytics_Editor_Toolbar.png?alt=media" alt="The editor toolbar"><figcaption></figcaption></figure>

| Control                   | What it does                                                                                                                      |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **App name**              | Click to rename the app. Below it you see the save status: **Unsaved changes**, **Saving…** or **Saved** with the time.           |
| **Undo** / **Redo**       | Undo or redo your last changes, on any page.                                                                                      |
| **Filters** (funnel icon) | Shows the active filters and the global filters. See [Filters and interactivity](/trulyp/analytics/filters-and-interactivity.md). |
| **+ Add visual**          | Opens the **Visuals** tab.                                                                                                        |
| **Preview**               | Shows the app as viewers see it. In preview, the button changes to **Edit**.                                                      |
| **Save**                  | Saves the app. Trulyp also saves automatically every two minutes.                                                                 |
| **…**                     | More actions, see below.                                                                                                          |

<div><figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-6289771c6c59e5625121073dc25673ea6800764b%2FAnalytics_Editor_More_Menu.png?alt=media" alt="The more actions menu in the editor"><figcaption><p>The … menu</p></figcaption></figure> <figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-6f8671fbda4fac4a7397a97e9a47baee3a764bf0%2FAnalytics_Dashboard_Details.png?alt=media" alt="The Dashboard details popover"><figcaption><p>Dashboard details</p></figcaption></figure></div>

The **…** menu contains:

* **Refresh data**: runs the queries of the visuals on the current page again.
* **Share dashboard** and **Manage sharing**: see [Sharing and embedding](/trulyp/analytics/sharing-and-embedding.md).
* **Ask Vizzy AI**: opens the AI assistant. See [Vizzy AI in Analytics](/trulyp/analytics/vizzy-ai-in-analytics.md).
* **Data sources**: opens the **Data** tab.
* **Dashboard details**: set the **Status** and a **Description**. The description is shown on the app card. Changes are stored when you click **Save**.
* **Dashboard settings**: opens the **Dashboard** tab.

### The side panel

| Tab             | Use it to                                                                                                                                                                                                          |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Visuals**     | Add charts, extensions and dashboard objects. Click a visual to add it, or drag it onto the canvas. Use the search box to find one quickly. See [Visuals](/trulyp/analytics/visuals.md).                           |
| **Edit visual** | Configure the selected visual: its fields, titles, options, interactions and styling. Opens automatically when you select a visual. See [Configuring a visual](/trulyp/analytics/visuals/configuring-a-visual.md). |
| **Data**        | Connect and disconnect semantic models, or import a file. See [Data sources and fields](/trulyp/analytics/data-sources-and-fields.md).                                                                             |
| **Layers**      | See all visuals on the page, hide or lock them, and change their stacking order. See [Layers](#layers) below.                                                                                                      |
| **Dashboard**   | Change the layout, theme, colours and defaults of the whole app. See [Dashboard settings](/trulyp/analytics/global-chart-options.md).                                                                              |

### The Fields list

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-092a8b2262b61f306465e4a3cbfecbe664841ba7%2FAnalytics_Fields_Panel.png?alt=media" alt="The Fields list" width="220"><figcaption></figcaption></figure>

The **Fields** list shows the fields of every connected data source, grouped by source.

* Use the icons at the top to show **All** fields, only **Dimensions**, only **Measures** or only **Calculations**, or search with **Search fields…**.
* Click **+** to create a [calculation](/trulyp/analytics/calculations.md).
* With a visual selected, fields that are already used are shown in bold with a check mark, and fields from other data sources are greyed out (a visual uses one data source).
* **Drag** a field onto a slot in the **Edit visual** tab, or **double-click** it (or press **Enter**) to put it in the first slot that fits.
* **Drag a field onto an empty part of the canvas** to create a bar chart with that field straight away.

### Working on the canvas

* **Add**: click a visual in the **Visuals** tab, or drag it to the spot where you want it. New visuals are selected immediately so you can configure them.
* **Select**: click a visual. Click an empty part of the canvas, or press **Esc**, to deselect.
* **Move**: drag the visual.
* **Resize**: drag any of its edges or corners.
* **Copy and paste**: press **Ctrl+C** and **Ctrl+V** (**Cmd** on a Mac). The copy is called "*name* (copy)".
* **Delete**: press **Delete** or **Backspace**, or click **✕** on the visual. There is no confirmation, but you can **Undo**.

When you hover over or select a visual, a small toolbar appears:

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-6c1e5ea3f97ad8f85a2b51efaf6c986b3122e386%2FAnalytics_Visual_Toolbar.png?alt=media" alt="A visual with its pencil, delete and Vizzy buttons"><figcaption></figcaption></figure>

* **✎ Edit** opens the **Edit visual** tab.
* **✕ Delete** removes the visual.
* The **sparkle** icon at the bottom right opens the visual in [Vizzy AI](/trulyp/analytics/vizzy-ai-in-analytics.md).
* A warning icon appears when the visual hit the limit of 250,000 rows. Add filters to reduce the data.

By default the canvas is a grid with 48 columns. You can change the number of columns, the row height and the spacing in the [Dashboard settings](/trulyp/analytics/global-chart-options.md#dashboard-layout). Press **G** to show or hide the gridlines while editing.

### Pages

Apps can have several pages, shown as tabs at the bottom of the canvas.

* **Add a page**: click **+** next to the tabs.
* **Rename**: double-click a tab, type the name and press **Enter**.
* **Reorder**: drag a tab to another position.
* **Right-click a tab** to **Duplicate** the page, give the tab a **Tab color**, or **Delete** the page.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-ded60593d3d4f9fd311b6130c0ee8f3119a709d6%2FAnalytics_Page_Tab_Menu.png?alt=media" alt="The page tab context menu"><figcaption></figcaption></figure>

In view mode, switch pages with the tabs, the arrow buttons, or the left and right arrow keys. You can also add a [button](/trulyp/analytics/visuals/dashboard-objects.md#button) that navigates to another page.

### Layers

The **Layers** tab lists all visuals on the current page, from front to back.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-26567b26c5edc01bd9c88caeddf99215640151ef%2FAnalytics_Layers_Panel.png?alt=media" alt="The Layers tab" width="320"><figcaption></figcaption></figure>

* **Layout mode**:
  * **Grid**: visuals are arranged on the grid and never overlap. This is the default.
  * **Freeform**: visuals can overlap, for example to place a chart on top of an image. They still snap to the grid.
* **Arrange buttons** (Freeform only): **Bring to front**, **Bring forward**, **Send backward** and **Send to back** for the selected visual. You can also drag rows in the list.
* **Transparent card background**: removes the background of the selected visual, which is useful in Freeform.
* **Eye icon**: hides or shows a visual.
* **Lock icon**: locks the position and size of a visual so it can't be moved, resized or deleted by accident.

### Keyboard shortcuts

| Shortcut                                         | Action                                     |
| ------------------------------------------------ | ------------------------------------------ |
| **Ctrl+S** / **Cmd+S**                           | Save                                       |
| **Ctrl+Z** / **Cmd+Z**                           | Undo                                       |
| **Ctrl+Shift+Z** / **Cmd+Shift+Z** or **Ctrl+Y** | Redo                                       |
| **Ctrl+C** / **Cmd+C**                           | Copy the selected visual                   |
| **Ctrl+V** / **Cmd+V**                           | Paste the copied visual                    |
| **Delete** / **Backspace**                       | Delete the selected visual                 |
| **G**                                            | Show or hide the gridlines                 |
| **Esc**                                          | Deselect the visual and close its settings |

Shortcuts don't work while you are typing in a text field, except **Save**.

### Saving

* Click **Save** or press **Ctrl+S** / **Cmd+S**.
* Trulyp also saves automatically every two minutes while you edit.
* Only a manual save updates the thumbnail of the app on the Analytics home page.
* Every save creates a revision you can [roll back](/trulyp/analytics/managing-apps.md#my-apps-and-revisions) to.
* If you try to leave the editor with unsaved changes, Trulyp asks you to confirm.


---

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