HOW TO DUPLICATE A DASHBOARD ?

You can duplicate a dashboard from the home page or directly from the dashboard to duplicate by clicking on the button ”Duplicate the dashboard” :

Capture%20d%E2%80%99e%CC%81cran%202024-09-09%20a%CC%80%2015.25.00
Capture%20d%E2%80%99e%CC%81cran%202024-09-09%20a%CC%80%2015.25.34

Once the button clicked, a panel will open in which you will be able to modify :

  • Name
  • Description
  • Icon
  • Color
  • Sharing settings

By default, the name will be prefixed with ”Copy of”. Description, Icon and Color will remain the same as original copy if not modified. All tabs and charts within the dashboard will be duplicated.

Capture%20d%E2%80%99e%CC%81cran%202024-09-09%20a%CC%80%2015.31.06
Capture%20d%E2%80%99e%CC%81cran%202024-09-09%20a%CC%80%2015.31.13

Once saved, a notification will appear in the top right corner and the duplicated Dashboard will appear next to the original Dashboard.

Capture%20d%E2%80%99e%CC%81cran%202024-09-09%20a%CC%80%2015.30.28

Hereafter, you will find the scenarios for all Sharing Settings configurations :

Rights of Dashboard to duplicate Who can duplicate ? Default rights of duplicated Dashboard
Public Duplication always possible, by everyone Public
Private Duplication only possible by me Private
Shared Duplication possible only by people with whom the dashboard is initially shared Private
Public or Shared in "Read Only" editing mode Duplication possible by everyone if in Public mode; by those with whom it is shared if in Shared mode Private

Case of entities not accessible by the user who duplicates (e.g., private memory base): the dashboard is duplicated in its entirety, and the cards of non-shared entities are visible with an error message.

Was this article helpful?

Powered by Zendesk