Duplicate / Copy a Chart

Owned by Adam Voakes
Last updated: Dec 24, 2024 by Adam Voakes
2 min read

If you wish to copy a chart, this can be quickly achieved by duplicating an existing chart and then amending the copied chart to include the necessary chart configuration settings.

The steps below guide you through the process of how to copy an existing chart.

 

  1. Locate the Chart you wish to copy

  2. On the chart cell, click onto the three-dot / hamburger icon

    image-20241223-225853.png

  3. You will be presented with the Chart Tools screen (as shown below)

    image-20241223-230032.png

  4. Select the Copy this Chart option

  5. The Save As New Chart screen will appear, which includes some prepopulated information based on the Chart you have copied as a starting point (an example is shown below)

  6. The Chart Organisation represents the Organisation that the copied chart should reside with and be accessible to users in the future

  7. The Chart Category defines the Category by which the copied chart will be associated

  8. The New Chart Title is the name that the copied chart will be known as - by default this represents the chart title of the original chart copied from, and therefore this will need to be amended to something else, to allow the greyed out Save As New Chart button to become active (you may need to tab/click away from the New Chart Title field after it has been amended for this to appear)

  9. Once the copied chart has been saved this can be included within a Category as any other chart can be, where the chart can be configured as needed.