Create a copy of an existing dashboard
It can be useful to provide someone edit access to a dashboard, but I'd love to have a backup just in case they screw something up and want to go back to the starting point.
Date
Votes
9 comments
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Hello. I agree with the above. It would be great to be able to copy an entire dashboard. How can we add this enhancement to your queue?
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Hi. Any news about this??? It would be really usefull to copy an entire dashboard, making automatic copies of all klips and its positions.
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I agree being able to copy an entire dashboard would be great! For example, we create marketing dashboards for clients. It would be great to be able to copy an entire dashboard and then connect to the clients' data rather than create each dashboard from scratch.
If I remember correctly there used to be template funcationality to create an entire dashboard from a template gallery.
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Hi
If you are building dashboards for clients, then I definitely suggest you use our client management feature - this is often referred to as a partner account. This allows you to create 1 dashboard as the main dashboard, and then import it into each client account. You can also do back-ups of dashboards from client accounts by importing into a client account left in set-up mode.
The great thing with having the client management is that you can configure your set-up so that when importing to your individual client accounts it can automatically connect to the client data (in many cases).
We have some great resources online, but we'd also be happy to answer any specific questions you have.
https://www.klipfolio.com/partners
Upcoming partner webinars plus building and managing dashboards for clients
https://www.klipfolio.com/webinars
Thanks,
Meggan
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Hi @Meggan King,
I followed your advises and it worked well for about 75% of the cases. But I also got clients that are operating many products for which we got to provide a dashboard. So, basicallu, we got to import a master dashboard several time for one client account.
But is doesn't work as the dashboards imported are finaly sharing klips ans data sources... So updating one upadates the other... And I got to create copies of Klips and Data Sources, and nearly creating a whole dashboard anew. That's annoying.
Can't you develop a feature that would duplicate an existing dashboard, all it's Klips and Data Sources? Like copying a Klip, but for ALL the dashboard.
BR
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Hi @Meggan King & Rupert Bonham-Carter,
I am building dashboards for use both internally and by customers. The content of the dashboards is controlled by security filters based on the user's email address and some input controls that allow them to choose among teams and team members depending, again, on the email-based security filter.
I have been doing all my development on my 27" monitor and that has resulted in my thoughtlessly making all the dashboards so wide and so dense that many users won't be able to consume them effectively. I want to rearrange these dashboards, possibly in a couple of different ways, so that my team can review them and decide which way they like it, and then delete the others. As it stands, I'm going to have to create new dashboards, add all the same Klips, and then arrange them as desired. This isn't the end of the world, since we're still early in the development process, but it would be MUCH easier if I could just hit a copy button (or save as copy as I can with Klips) and then start rearranging.
In addition, and this is a MUCH more important factor, once we release these dashboards for end-users to be able to view them, we will likely start working on new content. If this involves only adding new dashboards, we can keep them hidden from the end users with group membership until we are ready for them to be used. If we want to make changes to an existing dashboard that end-users can already see, however, we will need to do it as a separate dashboard so that we aren't messing around with something that someone may be looking at, or allowing them to see a Klip that we just started and maybe hasn't had all the security applied to it yet, etc. When we get to that point, having to make a new dashboard, add all the Klips, and then make the layout exactly match the existing dashboard before we can start making modifications will be a significant issue.
Dylan
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Actually, I take it back. Adding all the Klips from one dashboard onto a new dashboard is much harder than I thought - we already have at least 20 Klips and the names of the Klips don't always match the name displayed in the title bar for that Klip... Still not rocket surgery, but unnecessarily painful.
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For anyone else facing this issue, here are a couple of things that may help:
1- if you named a Klip one way based on the logic/purpose of the report, and then you change the logic/purpose later, change the name as well
2- if you can, since the Klip's name doesn't have to match the Klip's displayed title, give the Klip a more descriptive name, such as "Team Overview: Course Progress" vs "Student Detail: Course Progress". This will make it easy, with the Klips sorted by name, to see the ones that are presenting team- vs. student-level data, which will in turn make it easier to find the reports that go on the team level dashboards vs student level vs course level, etc.
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Thanks for the feedback. The best practice is the work at the Klip level where you have the ability to make copies of a Klip, and revert to previously saved versions.
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