Follow the below details for added functionality to add customization to Duplicated Dashboards.
Click on the links below for more information:
If you don't have access to INSIGHTS, please reach out to your Account Manager.
As per user customization, in duplicated dashboards, existing widgets can be changed – for field names, add or disable values and color scheme.
Select any widget in the duplicated dashboard and click on Edit Widget
Duplicated dashboard widget
a) On the left side, under categories, field names and color scheme can be changed as follows:
Duplicated dashboard widget Field Names in the Categories from Source is changed to “sample source”.
b) Color Scheme for Monster changed from Yellow to Purple.
c) By selecting options on the right, under Legend and Field Names; Legend was moved to left and “Value” was added to the pie chart.
Legend is on top of the pie chart and only Percent is shown
Legend is on left of the pie chart and now both Percent and Values are shown
d) Note: In original dashboard: widgets have (i) click to view full details (ii) full screen (iii) options
Original Dashboard Widget
In duplicated dashboard: widgets have (i) click to view full details (ii) edit widget (iii) options
Duplicated Dashboard Widget
e) Note: If a widget/filter is deleted by clicking on the “delete” icon, a user cannot add it back and would need to start again by duplicating the dashboard, as needed.
Note: Additional customization of the widget can be made, if the user wants. As an example, Pie chart can be changed to Classic, Donut or Ring Pie Chart as shown below, however, the Graph/Chart “Type” cannot be changed, meaning the Pie Chart cannot be made into a bar or a line graph etc.
As per user needs, column headers titles can be changed, e.g. “Occupation” is changed to “Job Category”
Click on Apply
Creating New Folders and Moving Dashboards:
Additional features that have been added for better management of dashboards are (i) Search, (ii) Select Dashboards, (iii) Create New Folders
Example: A new Folder “For Distribution” was created and the duplicated dashboards was moved under that folder.
After making any updates, changes or customization, the duplicated dashboard would have to be published. This would help the shared users to see the customization the owner made.
There are two ways the duplicated dashboard can be republished.
- From the dropdown after clicking on the 3 dots
- Clicking the Blue Banner icon on top right. It will show "Pending Republish. Recent changes were not published yet."
Video and PDF versions of the Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards Webinar are available: