Moving a dashboard

Moving a dashboard from one workspace to another in CDP Data Visualization is very simple: you just have to select the new workspace.

You may wish to move a dashboard from a development workspace (either private or custom) to a public workspace so that everyone across the organization can use it to access the analytical insights that dashboard provides. Depending on your installation, you may also designate the public workspace as the collection of customer-facing dashboards.

When the dashboard you are moving contains a linked visual that is used by another dashboard in the workspace, you have two options: to clone it, or to move it. Let us discuss what happens in each case by using the following diagram. Here, we are moving Dashboard B from Workspace I (private) to Workspace II (public). Visual c is a linked visual, used by both Dashboard C and Dashboard B.

Moving a dashboard from private to public workspace