How To: Duplicate a Dashboard and create a Saved View

This feature is equivalent to a Saved View in Tableau; users can duplicate a dashboard, reset filters, rename the Dashboard to reflect the change, and voila, you have a new saved view available

Purpose

Duplicating allows you to quickly copy an existing dashboard and make edits without starting from scratch. This is useful when you want the same structure but with different naming, metrics, or filters.

Steps

1. Open the Dashboard You Want to Copy

   • Navigate to the dashboard you want to duplicate.

2. Open the Dashboard Menu

   • In the top-right (next to Save), click the three dots (⋮) menu.

3. Duplicate

   • Click Duplicate.

   • A copy of the dashboard will be created automatically with the name:
     “Copy of {Dashboard Name}”.

4. Check and change Filters if needed

   • Click on Filters right beside the date picker

   • In the Filters panel, set the required filters for the Duplicate of the original, for example, changing the channel from Paid Search to Paid Social

5. Rename the Dashboard

   • Click the title of the duplicated dashboard.

   • Enter your preferred name (e.g., Social Performance Dashboard).

6. Save the Dashboard

   • After renaming, click Save in the top-right to finalize.

Notes & Best Practices

• Use duplication when you want to preserve the layout and structure of a dashboard.

• Renaming right after duplication helps prevent confusion with the original.

• Do not forget to rename the visuals in the dashboard as well to align with the new filters

  • To do this quickly

    • Navigate to the three dot menu on top of any visualization and click on edit

    • Click on Code right beside Visual to switch to the code view

    • Cmd + F and search for “Subtitle”; this will show you what the current title is

    • Edit the title to reflect the new filters

    • Switch to Visual to QA if the change took place

    • Hit Save and your visual is ready

• You can duplicate as many times as needed to create different versions.