Copying a Dashboard

To copy a dashboard, save it using the Save As option.

Copying a dashboard requires one (or both) of the following authorization settings:

• The Can Create Dashboards privilege is enabled for the user (via one or more groups to which the user belongs).

• Write permission is granted to the user, one of the user's groups, or the user's account.

To copy a dashboard:

1. In the dashboard header, select in the upper right corner of the dashboard.

   

2. Select Save As on the dialog. The Save As Options dialog appears.

   

   If you have made changes to the visuals on the dashboard, a list of the visuals that will also be saved in the Visual Gallery is shown on this dialog, so you can determine whether you want to save the dashboard. If no changes are made, the list of visuals does not appear on the dialog.

   The possible options for saving dashboards are described below:

   • Save: Saves the dashboard, overwriting the original dashboard with the same name. The original dashboard in the Library is updated with any changes made to the dashboard.

   • Save As: Saves the dashboard, with the applied changes, under a new name. A new dashboard appears in the Library with the new name. The original dashboard in the Library remains unchanged.

3. In the Name box, enter a new name for your dashboard. If you do not, an error will occur when you select Save at the end of this procedure.

4. 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.

5. Decide the save option for each visual in the dashboard.

   When you attempt to save or copy a dashboard, Composer determines whether any of the pre-existing visuals on the dashboard have changed since they were last saved. New visuals you have added to a dashboard will always be saved. Options for saving individual visuals on a dashboard are presented to you on the Save and Save As dialogs, based on the state of each visual (changed or unchanged), whether or not you authored (created) the visuals, and on the authorization settings of the user, as shown in the following table.

   Authorization Settings		Dashboard Save Option	Visual Save Options (default in bold)
   User Type	Can Manage Visuals PrivilegeSetting
   User with Administrator privileges (in the Administratorsgroup)	Enabled	Save	Save Save a Copy Undo Changes
   		Save As	Save Save a Copy Undo Changes
   Author of the dashboard, but not the visual	Enabled	Save	Save Save a Copy Undo Changes
   		Save As	Save Save a Copy Undo Changes
   	Disabled	Save	Save a Copy Undo Changes
   		Save As	Save a Copy Undo Changes
   Author of the visual, but not the dashboard	Enabled	Save	Save Save a Copy Undo Changes
   		Save As	Save Save a Copy Undo Changes
   	Disabled	Save As	Save Save a Copy Undo Changes
   Author of the dashboard and the visual	N/A	Save	Save Save a Copy Undo Changes
   		Save As	Save Save a Copy Undo Changes
   User with whom the dashboard is shared (read only authorization)	Enabled	Save As	Save Save a Copy Undo Changes
   	Disabled	Save As	Save a Copy Undo Changes
   User with whom the dashboard is shared (read and write authorization or read, write, and delete authorization)	Enabled	Save	Save Save a Copy Undo Changes
   		Save As	Save Save a Copy Undo Changes
   	Disabled	Save	Save a Copy Undo Changes
   		Save As	Save a Copy Undo Changes

   The possible options for saving visuals are described below:

   • Save: Saves the visual, overwriting the original visual with the same name. The original visual in the Visual Gallery is updated with any changes made for the visual in the dashboard.

   • Save a Copy: Saves the visual, with the applied changes, under a new name. A new visual appears in the Visual Gallery with the new name. The original visual in the Visual Gallery remains unchanged.

   • Undo Changes: Removes the changes made in the dashboard for the visual before saving the dashboard. The original visual in the Visual Gallery remains unchanged.

6. Select to save the dashboard under a different name.