Duplicate a Platform Analytics dashboard
Duplicate a dashboard created in the in-line editor so that you can share a modified version with different users.
Before you begin
Role required: At least one role, as well as access to the dashboard.
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
- Optional:
If you are in a different application scope than the dashboard, use the application picker to select the correct scope.
-
Open the More actions menu (
) and select Duplicate.
Result
Duplicate a dashboard tab
Duplicate a dashboard tab created in the in-line editor so that you can add related important content. When you add your first tab to a dashboard, there’s a new part of the layout below the title and above the tabs. Add elements above the tabs that are visible no matter which tab has focus.
Before you begin
Role required: At least one role, as well as edit rights to the dashboard.
Procedure
- Optional:
If you are in a different application scope than the dashboard, use the application picker to select the correct scope.
-
Select the Edit button (
) to put the dashboard into edit mode.
If you don’t see the Edit button, either you don’t have permission to edit the dashboard, or it is in edit lock. -
Open the More actions menu () on the original tab and select Duplicate.
The copy of the tab has the default name New Tab. Select the pencil icon (
) to rename the tab.