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docs - duplicate dashboard card (#38451)

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## What is a dashboard?
**Dashboards** group questions and present them on a single page. You can think of dashboards as shareable reports that feature a set of related questions. You can set up [subscriptions to dashboards](./subscriptions.md) via email or Slack to receive the exported results of the dashboard's questions.
**Dashboards** group a set of questions into tabs on a single page. You can think of dashboards as shareable reports that feature a set of related questions. You can set up [subscriptions to dashboards](./subscriptions.md) via email or Slack to receive the exported results of the dashboard's questions.
A dashboard comprises a set of cards arranged on a grid. These cards can be questions - such as [tables, charts, or maps](../questions/sharing/visualizing-results.md) - or they can be [text boxes](https://www.metabase.com/learn/dashboards/markdown).
A dashboard comprises a set of cards arranged on a grid. These cards can be:
- Questions, such as [tables, charts, or maps](../questions/sharing/visualizing-results.md)
- [Text and header cards](#adding-headings-or-descriptions-with-text-cards)
- [Link cards](#link-cards)
You can add [filter widgets to dashboards](./filters.md) that filter data identically across multiple questions, and [customize what happens when people click on a chart or a table](./interactive.md).
......@@ -20,29 +24,9 @@ You can make as many dashboards as you want. Go nuts.
## How to create a dashboard
In the top right of the screen, click the **+** icon to open the **Create** menu, and select **New Dashboard**. Give your new dashboard a name and a description, choose which [collections](../exploration-and-organization/collections.md) the dashboard should go in, then click **Create**, and Metabase will take you to your shiny new dashboard.
## Dashboard tabs
You can add multiple tabs to a dashboard to keep your cards organized.
In the top right of the screen, click the **+ New** > **Dashboard**. Give your new dashboard a name and a description, choose which [collections](../exploration-and-organization/collections.md) the dashboard should go in, then click **Create**, and Metabase will take you to your shiny new dashboard.
![Dashboard tabs](./images/dashboard-tabs.png)
Currently, you can't drag cards from tab to tab. If you want to move a card from one tab to the other, you'll need to remove the card from one tab, and then add the card to the other tab.
## Duplicating a dashboard
If you don't want to build a dashboard from scratch, or want to experiment by making changes to an existing dashboard without affecting the original, you can **duplicate** an existing dashboard.
To duplicate a dashboard, click on the **...** menu in the upper right of the dashboard, and select **Duplicate**.
By default, Metabase will create a new dashboard, with copies of the questions in the original dashboard (including the dashboard's tabs), and save everything to the collection you specify.
If you don't wish to copy the dashboard's underlying questions, check the box that says **Only duplicate the dashboard**. Metabase will copy the dashboard and refer to the original questions.
In both cases, duplication only includes the dashboard, its card layout, filters, and (optionally) the questions. What's not copied: dashboard subscriptions, or any sharing or embedding data settings. For example, if you copy a dashboard that has been made public, that copied dashboard will not be public by default.
## Adding saved questions to a dashboard
## Adding questions to a dashboard
There are two ways to add questions to a dashboard: from the dashboard, or from the question you want to add.
......@@ -110,24 +94,50 @@ Link cards are specialized cards that let you search and link to other items in
To add a link card to a dashboard, click the **pencil** icon to enter dashboard editing mode, then click on the **link** icon. Click on the input field in the link card to search your Metabase for an item to link to, or paste an external link.
## Arranging cards
## Dashboard tabs
You can add multiple tabs to a dashboard to keep your cards organized.
![Dashboard tabs](./images/dashboard-tabs.png)
### Duplicate a tab
When in dashboard edit mode, you can duplicate a tab and all the its cards by clicking on the down arrow next to the tab that you want to copy.
### Moving cards between tabs
See [Arranging cards](#arranging-dashboard-cards).
## Duplicating a dashboard
If you don't want to build a dashboard from scratch, or want to experiment by making changes to an existing dashboard without affecting the original, you can **duplicate** an existing dashboard.
To duplicate a dashboard, click on the **...** menu in the upper right of the dashboard, and select **Duplicate**.
By default, Metabase will create a new dashboard, with copies of the questions in the original dashboard (including the dashboard's tabs), and save everything to the collection you specify.
If you don't wish to copy the dashboard's underlying questions, check the box that says **Only duplicate the dashboard**. Metabase will copy the dashboard and refer to the original questions.
In both cases, duplication only includes the dashboard, its card layout, filters, and (optionally) the questions. What's not copied: dashboard subscriptions, or any sharing or embedding data settings. For example, if you copy a dashboard that has been made public, that copied dashboard will not be public by default.
Each question on a dashboard is in its own card that you can move around or resize as you see fit. Just click the **pencil** icon in the top right of a dashboard to enter the dashboard's editing interface.
## Arranging dashboard cards
Once you're in edit mode, you'll see a grid appear. You can move and resize the cards in the dashboard to your liking and they'll snap to the grid.
To edit dashboard cards and move them around, click the **pencil** icon in the top right of a dashboard to enter the dashboard's editing interface. Once you're in edit mode, you'll see a grid appear. You can move and resize the cards in the dashboard to your liking and they'll snap to the grid.
![Editing dashboard](images/replace-card.png)
![Editing dashboard](images/duplicate-card.png)
- **To move a card**: click and drag the card. Other cards will move out of the way.
- **To resize a card**: click the handle at the bottom right corner of the card, and drag to resize. Nearby cards will move away to accommodate the new size.
- **To remove a card**: hover over the card, and click the X icon in the top right corner.
- **To replace a card**: hover over the card, and click the Replace icon in the top right corner. Search for a question to swap in for the existing question on that card.
- **Duplicate a card**: hover over the card and click the Duplicate icon.
- **Move a card to a new tab**: hover over the card, click the move icon, and select that tab you want to move the card to.
- **Move a card within a tab**: click and drag the card. Other cards will move out of the way.
- **Resize a card**: click the handle at the bottom right corner of the card, and drag to resize. Nearby cards will move away to accommodate the new size.
- **Remove a card**: hover over the card and click the X icon in the top right corner.
- **Replace a card**: hover over the card and click the Replace icon in the top right corner. Search for a question to swap in for the existing question on that card.
Metabase will automatically update a question's display to make sure your data looks great at any size you choose.
## Changing a card's visualization settings
You can change a card's visualization settings (to add a goal line, for example,). Changing a card's visualization settings will only affect how the question appears on that dashboard card; these changes won't affect the original question's visualization settings.
You can change a card's visualization settings (to add a goal line, for example). Changing a card's visualization settings will only affect how the question appears on that dashboard card; these changes won't affect the original question's visualization settings.
Click on the **pencil** icon to enter dashboard edit mode, hover over the question you want to edit, and click on the **palette** icon to edit a card's visualization's settings.
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Toggle the option **Hide this card if there are no results**. When you turn on this option, the query will still run in the background, but the dashboard won't display the card. If the query returns results, the dashboard will display the card, moving the other cards around to make room for it according to how you've arranged the cards in dashboard edit mode.
## Resetting a card's visualization settings
### Resetting a card's visualization settings
If you want to revert a dashboard card to its original visualization settings (i.e., the settings on the question when it was _first_ saved to your dashboard):
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