Replicate a PA Dashboard with additional group filters
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02-09-2025 04:36 AM
We have an OOB Performance Analytics Dashboard called "Incident SLA Management". This dashboard contains 4 different tabs such as Incident SLA Overview, Incident SLA Overdue, Incident SLA Resolved and Incident SLA Assignment.
I want to copy and replicate this dashboard only for our department. All the incidents that are served by our user groups (6-7 user groups) should be considered for all the tabs and widgets.
I need to add an overall filter as Groups and the users of this dashboard will be able to select one or more user groups within our department. Based on the selection, all the widgets to be filtered accordingly.
How can i do this with minimal effort?
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02-09-2025 04:34 PM - edited 02-09-2025 04:34 PM
Hi Shafraz. The solution to this is more simple than I expected it to be. For your dashboard, you'll have noticed that the OOB Dashboard is unable to be edited. However, we do get this friendly pop-up suggestion.
To copy the dashboard, we can do this:
In the new copy of the previous dashboard, we'll have rights to edit it. At the top of the page, we have a series of drop down menus that represents filters to run.
From there, we click a drop down, and choose the groups we'd like to run the reports within the dashboard on. In the drop down list, simply "check" the groups you want, then click the directional arrow in the center. When you click 'Apply', the dashboard will refresh with updated results.
I hope this solves your issue-- setting this up should take five minutes, max. If I've misunderstood your requirements, let me know and I can attack it from a different angle.
Originally, I thought the quickest solution might have to run a script to query widgets based on which dashboards they were in, then copy those widgets en masse to a new dashboard to prevent having to copy them one by one. Thankfully, the solution detailed in the images above is *much* quicker, as well as easier.
If I've at all helped, please return the favor by clicking the thumb next to my post. Thanks!
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02-18-2025 11:35 PM
Sorry for the delayed response and thanks for highlighting the easier way.
In this way, I have to apply the filters for assignment groups every time a user (mostly department managers) is visiting the dashboard. Therefore, to streamline the user experience, I prefer the copied new dashboard should loaded with widges by considering the selected assignment groups. (it should not be dynamically selected every time). How can we do that?
This is the Performance Analytics dashboard I want to make copy of it : Incident SLA Management dashboard