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Copy a Dashboard

Copy a Dashboard

GUIDE STATUS: PUBLISHED 

Overview

It is highly recommended to follow this guide to copy a dashboard before attempting to customize anything relating to an existing dashboard so you don't apply changes to a dashboard other users rely on. After copying a dashboard, any changes you make will not affect other users. Note: You can only duplicate a dashboard that you are already the owner of.

Copy a Dashboard

  1. Input "Dashboard" in the filter navigator.



  2. Under Self-Service, click the Dashboards application.


  3. Select and apply the dashboard to be copied. In this example, we use a test dashboard.



  4. Click the menu button in the upper left hand corner of the content frame, and select Duplicate dashboard.



  5. A copy of your current dashboard will be created with the name Copy of <Dashboard name>.



  6. To change the name of the dashboard, click the menu icon again, and select Dashboard properties.



  7. Change the Name field.



  8. Click Update.



  9. For more in-depth guides to editing your now copied dashboard, check out Edit a Dashboard.

Update Log

Updated ByDateNotes
 
Approved by Preston Orwig. Available for OIT use.
 
First draft complete. Pending Review.
 
Initial Creation.