Skip to main content

Responses are generated using AI and may contain mistakes.

DashboardDashboards Guide

Duplicate a Visualization

Duplicating an existing visualization helps you save time when you need to create a new visualization that is similar to an existing one. Duplication is also useful when you need to modify an existing visualization that you do not have the necessary permissions to edit.

There are two ways to duplicate a visualization. You can either create a duplicate from the Visualizations tab or you can duplicate a visualization tile from within a dashboard.

Duplicate from the Visualizations Tab

  1. Open the Dashboards application and click on the Visualizations tab to display a list of existing visualizations.

  2. On the row or tile for the visualization you want to duplicate, click the Options menu (icon-options.png) and select Duplicate. The Create a Custom Visualization page opens with a copy of the visualization displayed in the preview. The word (Copy) is appended to the title.

  3. When the Create a Custom Visualization page opens, you do any of the following to modify the visualization in Basic mode:

    • In the Data panel on the left, modify the Fields selected for visualization or you can select a Metric other than count.

    • In the Filters panel, you can modify (but not remove) any Required Filters. You can also change or add your own Query Filters.

    • In the Appearance panel, you can update the Title of the visualization or modify the Chart Type selection.

    For detailed information about the Basic visualization authoring procedure, see Create a Visualization Using the Basic Method.

  4. To view the results of your modifications, click Update Preview to regenerate the data and the chart preview on the right side of the page.

  5. When you're satisfied with the custom visualization, click Save Visualization.

  6. To make the new visualization available to other users, open it again and click Publish.

Duplicate from within a Dashboard

  1. Open a dashboard and click Edit in the top right corner to enter edit mode.

  2. On the visualization you want to duplicate, click the Options menu (icon-options.png) and select Duplicate Tile. The Create a Custom Visualization page opens with a copy of the visualization displayed in the preview. The word (Copy) is appended to the title.

  3. When the Create a Custom Visualization page opens, you do any of the following to modify the visualization in Basic mode:

    • In the Data panel on the left, modify the Fields selected for visualization or you can select a Metric other than count.

    • In the Filters panel, you can modify (but not remove) any Required Filters. You can also change or add your own Query Filters.

    • In the Appearance panel, you can update the Title of the visualization or modify the Chart Type selection.

    For detailed information about the Basic visualization authoring procedure, see Create a Visualization Using the Basic Method.

  4. To view the results of your modifications, click Update Preview to regenerate the data and the chart preview on the right side of the page.

  5. When you're satisfied with the custom visualization, click Save Visualization. The Create a Custom Visualization page closes and the modified visualization is added to the dashboard still open in edit mode.

  6. You can opt to make the new visualization available in the visualization library. Click the options menu (icon-options.png) on the new visualization tile and select Add to Library. A library icon (icon-library.png) appears on the visualization tile next to the title.

    Note

    The new visualization will appear as a draft in the library. To make the it available to other users, open it again in edit mode and click Publish.

  7. Click Save to save the dashboard with the new visualization.