Duplicate a Platform Analytics dashboard

  • Release version: Washingtondc
  • Updated August 3, 2023
  • 1 minute to read

    • Duplicate a dashboard created in the inline editor so that you can share a modified version with different users.

    Before you begin

    Role required: Any, if the user has access to the dashboard.

    Note:
    This task only applies to dashboards created in the inline editor. To work with dashboards created in UI Builder, see UI Builder.

    About this task

    When you duplicate a dashboard, you copy all settings and details of the original. Content that exists locally on the original dashboard is duplicated onto the new dashboard. If the original dashboard contains references to content in a library, such as a shared visualization, the references are duplicated. The role requirements for editing an element in a library apply to the latter.

    Procedure

    1. Navigate to All > Platform Analytics > Library > Data Visualizations.
    2. Select the Dashboards tab.
    3. Select the dashboard that you want to duplicate.
    4. Optional: If you are in a different application scope than the dashboard, use the application picker to select the correct scope.
      Application scope picker
    5. Open the More actions menu (Context menu icon) and select Duplicate.
      Duplicate context action
    6. Give the duplicate a unique name and select Duplicate.

    Result

    The dashboard is copied with the new name. The appearance of the dashboard is identical to the original.
    Important:
    The new duplicate is automatically saved.