Modifying Existing Charts

There are two ways to access and edit an existing chart: from the Charts List and from within a Dashboard.

Accessing an Existing Chart from the Charts List

To access existing charts from the Charts List, follow these steps.

  1. Click Charts on the left pane (1).
    Note: The charts in the Charts List are arranged based on their creation date and are displayed from the most recent to the oldest. The icons displayed depend on which analysis module was used to create them. For example, the funnel icon means that the chart was created using the Funnel analysis module.

  2. Click on a particular Chart on the Charts List that you want to open and update.
    In this example, we select Funnel Analysis (2).

IMPORTANT: Based on your permissions, you may be able to view and edit a chart that you did not create and override its data. It is recommended that you always SAVE AS another name before modifying it, in order to maintain the original version.

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  1. You are directed to the Analysis page of the chart, in this example, the Funnel Analysis page, where you can update the metrics, events, or properties of this particular analysis.
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  1. Click Save to save the changes made to the current chart you are working on. Click Save As to create the data in a new chart, which you can then save in the same dashboard or in a different dashboard.

Refer to Saving a Chart to Your Dashboard for instructions.

Accessing an Existing Chart from Within Dashboard

To access existing charts from within a dashboard, follow these steps.

  1. On your dashboard, click the Add button (1) found at the top right corner of the page.
  2. Select Chart (2) from the drop-down options.
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      A list of existing charts displays on the right.

  1. Hover your cursor over an existing chart on the right pane until you see a + sign (1).
  2. Click on it to add the preferred chart to your dashboard.

IMPORTANT: Based on your permissions, you may be able to view and edit a chart that you did not create and override its data. It is recommended that you always SAVE AS another name before modifying it, in order to maintain the original version.

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  1. Adding the selected charts on the right to your dashboard (2) (3) (4) will render them inaccessible on the pane as they will be grayed out (2) (3) (4), which means that you can add a chart on the list to your dashboard only once.
    As you can see in the example above, Funnel Analysis - Dec 2022 (2), Spend Vs Budget (3), and Google Funnel from HS by Original Source (4) on the right pane are grayed out since they have been selected and added on the dashboard.
  2. Click on the ellipsis symbol represented by three dots found on the top right corner of the chart box and click Edit from the drop-down options to open the chart analysis for updates to the metrics, events, or properties.
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Creating a Copy or Cloning an Existing Chart

Cloning existing charts is especially useful when you want to change one or more data points within a chart without having to create all of the metrics, goals, or events from scratch. For example, if you have an Attribution chart that shows an end goal of All Opportunities created within a specific timeframe and you would like to look at exactly the same data but this time with Closed-Won Opportunities as an end goal, without having to create the Events again one-by-one.

To create a copy of a particular chart, follow these steps.

  1. Go to the Charts List by clicking on Charts (1) on the left pane.
  2. Click the ellipsis symbol represented by three dots (2) on the top right corner of the chart box.
  3. Select Duplicate (3) from the drop-down options that display.
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A prompt (1) appears below the page, informing you that the chart has been successfully duplicated.
A copy of the chart (2) appears first on the list as it has been newly created, and the Charts List displays the newest created chart to the oldest.
You can now edit the chart's name and its data based on your preferences.

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