Cloning dashboards
This guide explains how to clone dashboards.
Introduction
Clone a dashboard to create an exact copy within the dashboard's workspace or in a different workspace.
Prerequisites
Before you complete the procedure in this guide, perform all of the following actions:
Cloning a dashboard in the Dashboards homepage
To clone a dashboard in the Dashboards homepage, follow these steps:
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Select the workspace you work with in Adverity and then, in the , click Dashboards.
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Hold the pointer over the dashboard, and then click Show additional info.
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Click Clone dashboard.
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Select the workspaces in which you want to clone the dashboard.
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Click Clone.
The name of the cloned dashboard will include the name of the original dashboard. For example, if you clone a dashboard called Campaigns, the new dashboard will be called Campaigns - CLONED (123). To change the name of the new dashboard, follow these steps:
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Hold the pointer over the new dashboard, and then click Show additional info.
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Click Change dashboard name.
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In the Name field, enter a name for the new dashboard.
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Click Submit.
As a result, you have cloned the selected dashboard, added the new dashboard to the Dashboards page in the workspace or workspaces you selected, and changed the name of the new dashboard.
Cloning a dashboard in the dashboard preview page
To clone a dashboard in the dashboard preview page, follow these steps:
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Select the workspace you work with in Adverity and then, in the , click Dashboards.
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Click the dashboard to open it.
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In the top right corner, click Clone.
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Click Clone dashboard.
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Select the workspaces in which you want to clone the dashboard.
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Click Clone.
As a result, you have cloned the selected dashboard, and added the new dashboard to the Dashboards page in the workspace or workspaces you selected.
Troubleshooting: missing data after cloning a dashboard to another workspace
If you clone a dashboard to a workspace other than the dashboard's original workspace, some of the s may not display any data. This may be due to the following reasons:
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The dimensions and metrics used in the original dashboard do not exist in the cloned dashboard's workspace.
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The date range applied in the cloned dashboard excludes data. To change the date range, follow these steps:
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Open the cloned dashboard.
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In the top corner, click Edit Dashboard.
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Click Change dates for all widgets.
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Choose a different date range.
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Click Apply.
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The filters applied to the cloned dashboard exclude data.