Moving private dashboards to a custom workspace

The following steps demonstrate how to move a dashboard from one workspace into another. In this example, the World Life Expectancy dashboard is moved from the private workspace to a custom workspace called Rachel's workspace.

  1. Click the name of the workspace on the top menu of the dashboard.

    In this example, the dashboard is currently in the PRIVATE workspace.

  2. In the drop-down menu, select an alternate workspace for the dashboard, and click SAVE.
    In this example, Rachel's Workspace is chosen.
  3. Because this dashboard uses linked visuals, you have an extra decision to make.
    • Clone Visual: This creates a new linked visual, but breaks the connection between visuals.

    • Move Visual: This option removes the linked visual from the workspace, and all the dashboards that use it start referencing it from its new workspace. Depending on the combination of security permissions, users who were able to see the visual when it was hosted in the original workspace may loose that visibility.

      The dashboard is now tagged as RACHEL'S WORKSPACE.