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Dashboards are created and exist inside a subaccount. You can clone a dashboard to make a copy in the same subaccount, or you can duplicate a dashboard to make a copy in a different subaccount.
You must have access to both subaccounts to duplicate dashboards between them.
Data sources will not be duplicated. If the original dashboard widgets pull data from custom values then the duplicate dashboard will have red widgets that need to be deleted or connected to appropriate data sources.
Duplicate A Dashboard
Step 1: Duplicate To Another Sub-account
Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button.
Step 1: Duplicate To Another Sub-account (image 1 of 4)What this shows Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button.What this showsIllustrates the "Step 1: Duplicate To Another Sub-account" section of "How to duplicate a dashboard to another sub-account".This screenshot appears in the "Step 1: Duplicate To Another Sub-account" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button. The navigation path used here is Subaccount > Dashboard. Immediately after, the guide continues: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.Path: Subaccount > DashboardImage 1 of 4Where to goNavigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button.Next stepIn the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.
Step 2: Configure and Save
In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.
Step 2: Configure and Save (image 2 of 4)What this shows In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button.What this showsIllustrates the "Step 2: Configure and Save" section of "How to duplicate a dashboard to another sub-account".This screenshot appears in the "Step 2: Configure and Save" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount. Immediately after, the guide continues: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an….Image 2 of 4What to fill inIn the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.Next stepIf the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.
Step 3: Connect Broken Data Sources
If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.
Step 3: Connect Broken Data Sources (image 3 of 4)What this shows If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders…What this showsIllustrates the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account".This screenshot appears in the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source. Immediately after, the guide continues: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard.Image 3 of 4What this coversIf the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.Next stepHow to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard
Step 3: Connect Broken Data Sources (image 4 of 4)What this shows If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders…What this showsIllustrates the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account".This screenshot appears in the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source. Immediately after, the guide continues: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard.Image 4 of 4What this coversIf the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.Next stepHow to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard
