

# Publishing dashboards
Publishing dashboards

When you publish an analysis, that analysis becomes a dashboard that can be shared and interacted with by users of your Amazon Quick account or, in some cases, with anonymous users that aren't on your account. You can choose to publish one sheet of an analysis, all sheets in the analysis, or any other combination of sheets that you want. When you publish an interactive sheet, that sheet becomes an interactive dashboard that users can interact with. When you publish a pixel perfect report sheet, the sheet becomes a pixel perfect report that generates and saves a snapshot of the report's data when you schedule a report in Amazon Quick Sight. You can publish a dashboard that contains any combination of interactive sheets and pixel perfect reports from the same analysis.

For more information about scheduling a report, see [Scheduling and sending Quick Sight reports by email](sending-reports.md) .

For more information about viewing a report's snapshots, see [Consuming pixel perfect reports in Amazon Quick Sight](qs-reports-consume-reports.md).

Use the following procedure to publish and optionally share a dashboard. You can also use this procedure to rename a published dashboard. A renamed dashboard retains its security and emailed report settings.

1. Open the analysis that you want to use. Choose **Publish**.

1. Do one of the following:
   + To create a new dashboard, choose **New dashboard**, and then type a dashboard name.
   + To replace an existing dashboard, do one of the following. Replacing a dashboard updates it without altering security or emailed report settings. 
     + To update it with your changes, choose **Replace an existing dashboard** and then choose a dashboard from the list. 
     + To rename it, choose **Replace an existing dashboard**, choose a dashboard from the list, and then select the pencil icon. Enter a new name to rename the existing dashboard and click the checkmark or press enter to confirm. When you publish a dashboard after renaming, it also saves any changes you made to the analysis. Changes to the analysis or dashboard are not persisted until you **Publish**. An initial version of a dashboard must be published in order to rename it. 

1. (Optional) Choose the sheets that you want to publish in the **SHEETS** dropdown. When you select sheets to add to the new dashboard, the dropdown shows how many sheets are selected for publishing. The default option is **ALL SHEETS SELECTED**.

   If you are replacing an existing dashboard, the sheets that are already published to the existing dashboard are pre-selected in the dropdown, unless you are publishing from an analysis you have not previously published from. You can make changes to this by selecting or de-selecting sheets from the dropdown list.

1. (Optional) Add comments on the changes you have made in the notes section, which is available to view under [Version History](publishing-a-previous-dashboard-version.md).

1. (Optional) To allow dashboard readers to share data stories, choose **Allow sharing data stories**. For more information about data stories, see .

1. (Optional) Open **More Settings**. These options are only available if at least one sheet in the new dashboard is an interactive sheet.
**Note**  
This is a scrollable window. Scroll down in the **Publish a dashboard** window to view all available options.

   There are some options that you can turn off to simplify the experience for this dashboard, as follows:
   + For **Dashboard options**:
     + Leave **Expand on-sheet controls by default** cleared to show a simplified view. This is disabled by default. To show the controls by default, turn on this option.
     + Clear **Enable advanced filtering on the left pane** to remove the ability for dashboard viewers to filter the data themselves. If they create their own filters, the filters exist only while the user is viewing the dashboard. Filters can't be saved or reused. 
     + Clear **Enable on-hover tooltip** to turn off tooltips. 
   + For **Visual options**:
     + Clear **Enable visual menu**, to turn off the on-visual menu entirely.
     + Clear **Enable download options** if your dashboard viewers don't need to be able to download data from the visuals in the dashboard. The CSV file includes only what is currently visible in the visual at the time they download it. The viewer downloads data by using the on-visual menu on each individual visual. 
     + Clear **Enable maximize visual option** to turn off the ability to enlarge visuals to fill the screen.
   + For **Data point options**:
     + Clear **Enable drill up/down** if your dashboard doesn't offer drillable field hierarchies.
     + Clear **Enable on-click tooltip** to turn off tooltips that appear when the reader chooses (clicks on) a data point. 
     + Clear **Enable sort options** to turn off sorting controls. 

1. Choose **Publish dashboard**. 

   If you renamed the existing dashboard, the top of the screen refreshes to show the new name.

1. (Optional) Do one of the following:
   + To publish a dashboard without sharing, choose **x** at the upper right of the **Share dashboard with users** screen when it appears. You can always share the dashboard later by choosing **File>Share** from the application bar. 
   + To share the dashboard, follow the procedure in [Sharing Amazon Quick Sight dashboards](sharing-a-dashboard.md).

   After you complete these steps, you complete creating and sharing the dashboard. Subscribers of the dashboard receive email that contains a link to the dashboard. Groups don't receive invitation emails.

# Copying an Amazon Quick Sight dashboard
Copying a dashboard

If you have co-owner access or **Save as** privileges on an existing dashboard, you can copy it. To do this, create a new analysis from the dashboard and then create a new dashboard from the analysis that you copied.

After you save the original dashboard as a new analysis, you can collaborate on it by sharing the new analysis with other users. For example, you can use this workflow to preserve a production version of the dashboard, while also developing or testing a new version of it.

**To copy a dashboard**

1. Sign in to Quick and choose **Dashboards** from the homepage.

1. Open the dashboard that you want to duplicate.

1. At upper right, choose **Save As**, and then enter a name for the new analysis. When you save an existing dashboard using **Save As**, it creates an analysis based on the dashboard.
**Note**  
If you can't see **Save as**, check with your administrator that you have the right permissions.

1. (Optional) Make changes to the new analysis.

1. (Optional) Share the analysis with other users so you can collaborate on changes. All users who have access can make changes to the new analysis.

   To share the analysis with other users, choose **Share** from the top right corner of the page, and then choose **Share analysis**.

1. (Optional) Create a new dashboard with your changes to the new analysis by choosing **Share**, and then choosing **Publish Dashboard**.

For more information, see the following: 
+ [Sharing Amazon Quick Sight dashboards](sharing-a-dashboard.md)
+ [Sharing Quick Sight analyses](sharing-analyses.md)

# Deleting an Amazon Quick Sight dashboard
Deleting dashboards

When you delete an Amazon Quick Sight dashboard, the dashboard is permanently removed from your account and all folders that the dashboard was a part of. You will no longer be able to access the deleted dashboard. You can only delete dashboards that you own or co-own. Use the following procedure to delete a dashboard.

**To delete a dashboard**

1. On the **Dashboards** tab of the Amazon Quick homepage, choose the details icon (vertical dots ⋮) on the dashboard that you want to delete.

1. Choose **Delete**. Then choose **Delete** again to confirm that you want to delete the dashboard. Deleting a dashboard permanently deletes the dashboard from your account, and the dashboard will disappear from all folders that it belonged to. You can still access and create other dashboards from the analysis that the deleted dashboard was published from.

# Publishing a previous version of an Amazon Quick Sight dashboard
Publishing previous dashboard versions

Each time you make updates to an analysis and publish it, a new version of the Amazon Quick Sight dashboard is created. To revert back to a previous version of a dashboard, you can search for it under the dashboard’s **Version History** and publish the former version you are interested in. Each dashboard can store up to 1000 versions that are never deleted. Use the following procedure to publish a previous version of a dashboard.

**To publish a previous version of a dashboard**

1. On the **Dashboards** tab of the Amazon Quick homepage, choose the dashboard that you want to manage.

1. Choose **Version History** on the toolbar on the right. The version of the dashboard that is currently published, as well as previous available versions, will appear in a list. Any comments that were added in the notes section will appear with the respective version. 

1. Select the version of the dashboard you are interested in. You can see when this version was published and which user published it.

1. To revert to this version, select **Publish**. Click **Confirm** to publish the version.