Manage Existing Dashboards

Duplicate a Dashboard

You can duplicate any dashboard in your Dashboards page, even if you do not have editing permissions.

You can duplicate a dashboard from the Dashboards page or from the dashboard itself. To duplicate a dashboard:

1. If you are on the Dashboards page, click the ellipsis (...) for the dashboard you want to duplicate.

   If you are on a dashboard, click the ellipsis (...) in the top right corner.

2. Select Duplicate Dashboard from the pop-up menu.

3. In the Dashboard Details dialog, update the Title and Description fields.

4. Click Save to save the duplicated dashboard.

Refresh Dashboard Data

MongoDB Charts automatically refreshes chart data once it becomes out of date with the backing data source. You can also manually refresh dashboard data at any time. To learn more, see Refresh Dashboard Data.

Enter Fullscreen Charts View

MongoDB Charts provides a fullscreen view for charts. In this view, MongoDB Charts hides the main navigation bar and expands the selected chart in the entire space of the screen.

To enter the fullscreen view for charts:

1. Select a dashboard from the Dashboards page.

2. Hover over the chart.

3. Click the expanding box at the top-right of the chart.

To view another chart in the fullscreen view for charts, do one of the following tasks:

• Click the arrows to the right and left of the chart

• Click the dots at the bottom of the chart.

To automatically cycle through the charts, click the play icon at the top-right of the chart. To stop, click the pause icon.

To exit the fullscreen view for charts, do one of the following tasks:

• Click the contracting box at the top-right of the dashboard.

• Press the escape key.

Add a Chart

To add a chart to your dashboard, click the Add Chart button at the top-right of your dashboard. For detailed instructions on creating charts, see Build Charts.

Edit a Chart

To edit a chart, hover over the desired chart and click the Edit button.

To learn how to edit a chart's data source, see Edit a Chart's Data Source. To learn how to set the data source for a new chart, see Build Charts.

Remove a Chart

To remove a chart from your dashboard, hover over the desired chart and click the ellipsis (...) button at the top-right of the chart. Select Delete Chart, then click the Delete Chart button in the dialog to confirm the chart deletion.

Duplicate a Chart

To quickly build multiple related charts without starting from scratch each time, you can duplicate any chart on a dashboard.

To duplicate a chart:

1. Hover over the desired chart on your dashboard and click the ellipsis (...) button at the top-right of the chart.

2. Select Duplicate Chart.

3. Make any desired changes, then click the green Save and Close button to save the new chart. This saves the chart on the same dashboard as the original copy.

Move a Chart to a Different Dashboard

To move a chart to a different dashboard:

1. Navigate to the dashboard which contains the chart you wish to move.

2. Hover over the desired chart and click the ellipsis (...) button at the top-right of the chart.

3. Click Move to.

4. In the Move to dialog, use the dropdown to select the target dashboard for the chart.

5. Click Move Chart.

Charts reloads the current dashboard and the target chart is no longer present.

Resize a Chart

To resize a chart, hover over the chart and drag the bottom-right corner until the appearing blue rectangle reaches the desired size.

Reposition Charts

To rearrange charts in your dashboard, hover over the chart and drag the top-left corner until the appearing blue rectangle is in the desired location. You can also see how moving the chart will affect the position of other charts in your dashboard, as illustrated in the following example:

Rename a Dashboard and Edit its Description

You can rename a dashboard and edit its description either from the Dashboards page, which shows an overview of all your dashboards, or from within an individual dashboard.

From the Dashboards page:

1. Each dashboard has a button with an ellipsis icon (...) in the upper right corner. Click the ellipsis button.

2. Select Edit Title / Description from the pop-up menu.

3. In the Dashboard Details dialog, update the Title and Description of your dashboard.

4. Click Update to save your changes.

From within an individual dashboard:

1. In the upper left corner of the desired dashboard view, hover over the dashboard title or description and click the pencil icon.

2. In the Dashboard Details dialog, update the Title and Description of your dashboard.

3. Click Update to save your changes.

Delete a Dashboard

You can delete a dashboard from the Dashboards page or from the dashboard itself. To delete a dashboard:

1. If you are on the Dashboards page, click the ellipsis (...) for the dashboard you want to delete.

   If you are on a dashboard, click the ellipsis (...) in the top right corner.

2. Click Delete.

3. Click Delete in the Delete Dashboard dialog to confirm deletion.

Modify Dashboard Permissions

A dashboard Owner can modify which users can access the dashboard and their respective permission levels. For more information, refer to the Dashboard Permissions page.