Duplicating and Sharing Dashboards

Duplicating a Dashboard

You can duplicate a dashboard and use it as a starting point for a different dashboard.
To duplicate a dashboard:
  1. 1.
    Click Duplicate.
    A new, identical dashboard is created, with (Copy) appended to the original dashboard name.
  2. 2.
    Click the Pencil icon to edit the name of the dashboard.
  3. 3.
    Click Save.
Use Duplicate to create a copy of a dashboard; do not rename a dashboard and save it. If you rename a dasboard and then save it, the original dashboard is overwritten with the renamed dashboard, and no duplicate is created.

Sharing a Dashboard

You can share a saved dashboard with specific users or roles.
To share a dashboard:
  1. 1.
    Click Share.
  2. 2.
    Click the Search field to browse a list of users and roles. You can also type the first few characters of a user or role name to search.
  3. 3.
    Click to select a user or role. To remove a user or role, click the x at the end of the row.
  4. 4.
    Click the Copy icon at the bottom to copy the dashboard URL.
  5. 5.
    Click Apply.
  6. 6.
    Send the URL to the selected users and let them now they are authorized to use the dashboard.
When viewing the dashboard, you can click the Share icon at any time to add or remove users.
On the Dashboards page, the Shared column lets you distinguish between dashboards you have shared versus dashboards shared with you by others.
Dashboard Shared By Me
Dashboards you have shared
Dashboard Shared with Me
Dashboards others have shared with you
Users that have been assigned the restricted_sharing role cannot share a dashboard, and the Share icon is unavailable.

Exporting and Importing a Dashboard Definition

You can use omnisql to export a dashboard definition as a JSON file, then import the dashboard definition to another OmniSci instance.
To export a dashboard definition:
  1. 1.
    Start omnisql.
  2. 2.
    Enter the following backslash command:
    \export_dashboard "<dashboard-name>" <file-path>
    Where <dashboard-name> is the name of the dashboard in Immerse and <file-path> is the name and location to create the JSON file.
    For example:
    omnisql> \export_dashboard "Sample Dashboard" /home/omnisci/exported_dash.json
To import a dashboard definition:
  1. 1.
    Copy the export file to a location available to another OmniSci instance.
  2. 2.
    Enter the following backslash command.
    \import_dashboard "<dashboard-name>" <file-path>
    Where <file-path> is the location and name of a file exported from another OmniSci instance.
    For example:
    omnisql> \import_dashboard "Sample Dashboard" /home/omnisci/my_dashboard.json