Summary:
You can create a copy of an existing dashboard by using the Save As feature. This allows you to duplicate dashboards with a new name and optionally convert shared visuals into local visuals for independent editing.

Steps:

Step 1: Open the dashboard you want to copy.

Step 2: Click the Save As icon on the dashboard icon bar.

Use the Save icon to save changes to the current dashboard.

Step 3: In the Save As Options dialog, enter a new name in the Name field.

You must enter a unique name. Insights will display an error if the field is left blank.

Step 4: Optionally, enter a description in the Description field (up to 255 characters).

Leading and trailing spaces are not allowed.

Step 5: Choose whether to convert all Visual Gallery visuals to local visuals by checking the box:

• If selected, all shared visuals become local to the new dashboard.
• If not selected, Insights uses the saved versions of the shared visuals.

Step 6: Click Save to create the new dashboard.
The copied dashboard appears in the dashboard library.

Save As behavior based on dashboard content:

If you don’t convert shared visuals, the new dashboard will use the saved versions of those visuals.

Tips:

• You can only copy visuals if you have Write permission for them.
• Converting shared visuals to local allows you to customize them without affecting other dashboards.
• Always save your dashboard after copying to preserve changes.

Related articles:

• Adding a local visual to a dashboard
• Sharing a dashboard