Managing Widgets in Self Service Dashboards

👤 This documentation is intended for Designers and Data Designers.

Note: Self Service Dashboards is an additional feature. Site administrators can contact their Account Manager for additional information.

This topic describes how to edit, copy, and delete dashboard's widgets.

Editing a Widget

To create the first new dashboard (as described in Creating Dashboards ) or a new widget (as described in Adding Widgets to a Dashboard), the Widget Wizard automatically guides you through Sisense's best recommendations for visualizing the data that is selected.

After a widget is created, the Widget Designer is used to fine-tune/edit it. The Widget Designer provides a variety of options for changing the widget’s appearance and behavior.

See Fine-tuning a Widget for more information.

Copying a Widget

A copy of a widget can be created within the same dashboard or another dashboard in the list. This is useful for saving the original widget in the dashboard before making changes. The new widget is separate from the original so no changes to the new widget affect the original widget.

To copy a widget within the same dashboard from the dashboard view, click the widget menu (three dots icon) button in the top-right corner of the widget to be copied and select Duplicate

To copy a widget within the same dashboard when editing the widget, click the widget menu (three dots icon) button in the top-right corner of the widget to be copied and select Save A Copy.

To copy a widget to another dashboard, select the Header of the widget to be copied and drag it to the target dashboard.

Note: When copying a widget to another dashboard whose data source is different, the Dashboard filters of the new dashboard will not affect the widget.

For a short video overview of copying widgets between dashboards, see below:

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Deleting a Widget

To delete a widget, click the widget menu (three dots icon) in the top-right corner of the widget and select Delete. Confirm the deletion.