How to Reuse Widgets on Different Dashboards?

When setting up your dashboards, you might find that you want to use a widget you’ve configured on one dashboard on another. While a direct copy and paste function is not available in the Bold BI, however, there is a straightforward method to reuse your widgets across multiple dashboards.

Accessing Preconfigured Widgets

To reuse a widget from one dashboard on another, follow these steps:

1. Navigate to the dashboard designer where you want to add the widget.

   

2. Open the “Existing” tab, which will display a list of all the widgets you have previously configured on other dashboards.

   

3. Locate the widget you wish to reuse from the list.

   

4. Drag and drop the selected widget onto your current dashboard.

   

5. Once added, you can modify and customize the widget as needed to fit the context of the new dashboard.

   

By using the “Existing” tab, you can efficiently manage your widgets and maintain consistency across different dashboards without the need to recreate them from scratch.

Customizing Reused Widgets

After adding a preconfigured widget to your new dashboard, you may want to make some adjustments to ensure it fits the new context. Here are some customization options you might consider:

• Data Source: Adjust the data source if the widget needs to display different information on the new dashboard.
• Filters: Update any filters to reflect the specific data set relevant to the new dashboard.
• Visual Style: Change colors, fonts, or layout to match the design of the current dashboard.
• Interactivity: Modify interactive elements like links or drill-downs to ensure they are relevant to the new dashboard’s purpose.

Conclusion

Reusing widgets across different dashboards is a simple process that can save time and ensure consistency in your dashboard design. By leveraging the “Existing” tab in the dashboard designer, you can efficiently manage your widgets and tailor them to each dashboard’s unique requirements.

Additional References

For more detailed instructions on dashboard customization and widget management, please refer to the following resources:

• Dashboard Designer User Guide
• Import Preconfigured Widget Configuration
• Configuring Data Sources for Widgets

Please replace the example URLs with actual links to the relevant sections of your platform’s documentation or knowledge base.