Duplicate Insights visuals

You can duplicate a visual to make a new copy of it on the same sheet or on a different sheet.

Prerequisites

  • You have the Insights Reader license.

  • You have the Insights Author license.

Page location

Insights > Analyses > Click an analysis

Procedures

Duplicate a visual

  1. Hover your mouse over the visual and click More options (the three dots).
  2. Select Duplicate visual to ... from the drop-down list.
  3. Select the sheet where you want the visual to appear. The duplicated visual appears.

Apply the filters from a duplicated visual to other visuals on a new sheet

Duplicated visuals keep all the same filters and settings as the source visual. However, if you duplicate a visual onto a different sheet, by default all of its copied filters apply to the duplicate only.

  1. Hover your mouse over the visual and click Applied filters (the filter icon).
  2. Select View dashboard filters from the drop-down list. The Filters panel opens.
  3. Click Open menu (the three dots) next to the filter’s name.
  4. Select Edit. The Edit filter pane opens.
  5. Select the visuals you want to apply the filter to from the Applied to drop-down list.
  6. Click Apply.

Make parameter controls work with a visual that you duplicate to a different sheet

Parameters and controls apply to all sheets.

  1. Add filters on the target sheet.
  2. In the Filters pane, select Edit.
  3. Select Custom filter from the Filter type drop-down list.

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