(v24) Copy a Dashboard

Copy a Dashboard

This applies to: Visual Data Discovery

You can make a copy of an existing data discovery dashboard by saving it with a new name. Depending on the visuals and their state of changes in the dashboard, Symphony may prompt you to make decisions other than a new name for the copy of your dashboard.

Dashboard Contains	Save As Options
Local Visuals	Provide a unique Name and optional Description for the new dashboard.
Local Visuals and Visual Gallery Visuals (no unsaved visuals)	Provide a unique Name and optional Description for the new dashboard. Optionally, convert all visual gallery visuals to local visuals.
Local Visuals and Visual Gallery Visuals (visuals have unsaved changes)	Provide a unique Name and optional Description for the new dashboard. Optionally, convert all visual gallery visuals to local visuals. Unsaved changes are applied to the local visuals in the new copy of the dashboard. Note: If you do not convert visual gallery visuals to local visuals Symphony creates a copy of the dashboard using the saved versions of visual gallery visuals.

The following factors affect a user's ability to copy a dashboard and its visuals.

• The visuals on the dashboard are only saved if write permission for the visual has been granted to the user, one of the user's groups, or the user's Symphony account. See About Visual Permissions.

Copy a dashboard

1. In the dashboard header, select Save As icon () on the dashboard icon bar. (The Save () icon allows you to save the dashboard.)

   The Save As Options dialog appears.

   

2. In the Name box, enter a new name for your dashboard. Symphony returns an error when you select Save if you do not enter a new name.

3. If you want to provide details about your dashboard, do this in the Description box. A maximum of 255 characters can be specified. Leading and trailing spaces are not allowed.

4. Use the checkbox to indicate whether you also want to convert all visual gallery visuals into local visuals.

   • If you select this option, all shared visual gallery visuals are converted into local visuals in the copied dashboard.

   • If you do not select this option, Symphony creates a copy of the dashboard using the saved versions of visual gallery visuals.

5. Select Save to create the newly named copy the dashboard in the dashboard library.