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Adaptive Planning
Last Updated: 2023-06-23
Copy Charts and Dashboards

Copy Charts and Dashboards

With this release, you can now copy charts and dashboards and paste to any dashboard or perspective, making it easier to build and create new dashboards.

Copy and Paste Charts on Dashboards

Release: 2022-09-10
In the More menu on charts, we rename the Duplicate chart option in edit mode to Copy, clarifying that you can now copy and paste charts to any dashboard or perspective. We include all of your configurations when you copy and paste a chart.
After you click the Copy chart option, we display a confirmation message when the chart is ready to paste on any dashboard or perspective. To paste the chart, you can right-click in the dashboard area or use the More menu of the dashboard tab.
You can only copy 1 item at a time. If you delete the copied chart, you can no longer paste it.
See:

Copy Dashboards

Release: 2022-09-10
In the More menu on the dashboard tab, we rename the Duplicate dashboard option in edit mode to Copy, clarifying that you can now copy and paste dashboards to any perspective.
After you copy a dashboard, we display a confirmation message when the dashboard is ready to paste on any perspective.
We also add a new Add a Dashboard icon with these options:
  • New Dashboard
  • Paste Dashboard
To paste a dashboard, you can use the new Paste Dashboard option while in edit mode.
You can only copy 1 item at a time. If you delete the copied dashboard, you can no longer paste it.
See: Copy Dashboards.