Sharing, Preview, and Duplication
This guide explains how to preview a completed dashboard and duplicate it for reuse.
Dashboard Sharing
The dashboard sharing feature is currently under development. The Share button is displayed on the list and preview pages, but it is not yet functional. The following features will be added in the future:
- Specify sharing targets by user/group
- Distinguish between Viewer and Editor permissions
- Direct access via shared links
- Filtering through the Shared tab in the dashboard list
Preview
The preview (/dashboard/:id) is a read-only environment optimized for viewing and analyzing data without editing widgets.
How to Access Preview
- Click a card in the dashboard list.
- Click the Preview button from edit mode.
Available Actions in Preview
| Feature | Description |
|---|---|
| Change Date Range | Adjust the viewing period using date presets at the top (Last 7 days, Last 30 days, Custom) |
| Custom Date | Select Custom from the presets to specify start/end dates directly with the DatePicker |
| Switch to Edit Mode | Click the Edit button to go to the dashboard builder |
| Refresh Data | Click the refresh button to fetch the latest data immediately |
| Table Sorting | Change column sorting in DataTable widgets |
| Table Pagination | Navigate pages in DataTable widgets |
In preview mode, you cannot add, delete, move, or resize widgets. Switch to edit mode if modifications are needed.
Date Range Filter
A date range filter is displayed at the top of the preview. The selected date range is automatically propagated to all widgets in the dashboard.
| Preset | Range |
|---|---|
| Last 7 days | 7 days ago ~ present |
| Last 30 days | 30 days ago ~ present |
| Custom | Select start/end dates directly with the DatePicker |
For widgets using query mode, the date filter is applied through the $from and $to variables. For more details, refer to the Data Configuration documentation.
Dashboard Duplication
You can duplicate an existing dashboard to use as a starting point for a new one.
How to Duplicate
- Click the
...menu on the dashboard you want to duplicate in the list. - Select Duplicate.
- All widgets, data settings, and layout from the original dashboard are copied as-is.
When you need to create multiple similar dashboards, the duplicate feature can significantly reduce repetitive work. For example, if you need KPI dashboards with the same structure for each department, create one, duplicate it, and then just change the data source.