Duplicate an Analytics and Reporting Solution dashboard

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Copy an Platform Analytics Solution dashboard, including the tabs, portal pages, and canvas records. Widgets on the dashboard are not duplicated.

    Before you begin

    Role required: pa_admin

    About this task

    By duplicating a dashboard, you can modify or upgrade one copy without affecting the other.
    Note:
    Duplicating a dashboard does not duplicate the widgets displayed on the dashboard. You can rearrange or remove widgets from one copy of the dashboard without affecting the other. However, modifying a widget record affects both the original dashboard and the duplicate.

    To copy a dashboard that is not part of an Platform Analytics Solution, see Manage responsive dashboards.

    Procedure

    1. Navigate to PA Solution Library > Solutions.
    2. In the Solutions list, click the name of the dashboard you want to copy.
    3. On the Solutions form, click the Duplicate Dashboard icon ().
      Section of Solutions form with Duplicate dashboard icon highlighted
    4. Confirm that you want to duplicate the dashboard.

    Result

    A copy of the dashboard with the name Copy of (original dashboard name) is created. You can view it in the Dashboards Overview.