User Guide | 2019.2

Copying live chart settings to dashboard widgets

If you want to create a chart widget for a dashboard that uses the same settings as an existing live chart report, save time by copying the live chart settings to the widget.

To see live charts in the project and their settings, open them from the Reports list window. See Viewing live charts and Viewing report settings.

Note:  You can only copy settings from area, bar, column, combo, line, pie, and scatter live charts. Other live chart types are not supported as dashboard widgets. Some live chart types and settings may be converted when copied to a widget. See Live chart conversions.

1. Click Copy from Live Chart when adding or editing a chart widget. See Adding dashboard widgets and Editing and deleting dashboard widgets.

The Copy Settings From Live Chart dialog box opens.

2. Select the live chart to copy settings from.

Live charts that use filters with <current user> restrictions are not displayed because these filters are not supported in dashboard widgets.

Tip:  To find a live chart, search for it by name. Click the Recent Searches button to view recently searched for names. Click the Clear Search button to clear the search results.

3. Click Copy Settings.

The chart settings are copied to the Configure Widgets dialog box.

4. Make any changes to the widget settings.

5. Click OK to save the widget.