Once a metric has been created, you can pin that metric to more than one Workbook. Use the following steps:
- Open View mode of the Workbook that contains the metric you want to copy. If you are uncertain, refresh the page and reopen that Workbook. The default for Workbooks and metrics is view mode.
- Hover over a metric and select Pin.
- Choose the next Workbook where you want to pin the metric.
- The list of Summit Workbooks is displayed. Select the one where you want to pin the metric. After selection, that Workbook is opened with the pinned metric displayed in the next available slot.
- If you want to move the pinned metric to a different part of the Workbook, use the steps in Edit a Summit Workbook Layout.
Note: When pinning a metric to another Workbook, Summit creates a copy of the original and then pins it to the Workbook. This means that if you update the original metric, the copied version will not contain those updates.
