Visuals that are added to your presentation may be either "linked to" a parent discovery or local to the presentation. Where the visual is linked, any changes to its formatting (apart from Panel Settings) and any changes to its other details are made in Discover and flow through to any publications or presentations it appears in. Where the visual is unlinked, it exists only in the presentation and can be edited, including extensive formatting changes, without affecting the original discovery. You may want to unlink visuals from your presentations if you want to prevent any future changes to the discovery being included in your presentation or if you want to enable formatting specifically for the presentation.
Note: By default, discoveries that are created in Present are one-off content items that exist only in the current presentation (are unlinked). Linked discoveries are typically created in advance in Discover and dragged onto your presentation from the content management menus.
When you unlink visuals, they can be edited without affecting the original visual in Discover, and vice-versa. This means you can:
- Overwrite the themes and formatting applied to the visual from Discover, without affecting the original instance.
- Edit the original content without affecting other presentations or publications that include the original visual.
Unlink Visuals
Unlink All
To unlink all of the visuals in the presentation:
- From the Presentation ribbon, click Unlink All.
Unlink
To unlink a single selected content item using the Unlink button:
- Select the relevant visual on the canvas.
- From the Component ribbon, click Unlink (green highlight). Note: The only component this option is available for is visuals (purple highlight), although it is available for all visual types (pie charts, line charts, and so on).
When the original visual is edited in Discover, the unlinked visual in the presentation will not be affected.
Unlink Slicer
You can, optionally, unlink a slicer from its discovery in the Elements page of the Slicer Settings panel. This allows you to update the slicer without affecting its formerly linked discovery or any other instances of the slicer.
For more information, see Slicer Settings in Present Pro.
Editing Visuals in Present
Make Shareable
If you want to save an unlinked discovery so that it can be edited in Discover and shared with other presentations and publications, right-click it and select Make Shareable from the context menu. You will need to save your visual as a content item with an identifiable name for future use.
Formatting Content
You can open the Formatting panel in Present and use it to:
- Update the Panel Settings for your linked visual.
- Update all of the formatting options, including Panel Settings, for your unlinked visual.