Navigation:  Managing a Site > Business Analytics > Dashboards > Exporting/Importing Dashboards

 

Overview

 

Dashboards can be reused in other accounts, meaning, you can export a dashboard and its widgets and import it into another account.

When performing a dashboard import, review the data sources to avoid any broken links. For instance, if the imported dashboard includes widgets with counters as data sources, you must define another counter as the data source if the original counter is not available within your account.

You can only export/import one dashboard at a time.

Depending on what you intend to execute (dashboard export or import), check the corresponding step-by-step:

 

To Export a Dashboard below

To Import a Dashboard

 

 

To Export a Dashboard

 

1. In the Site Dashboard's "Control Panel", click , and, in the resulting row, click the sub-module.

This opens the "Dashboard Management" page.

 

 

2. Select the dashboard you want to export by checking its . This activates the option.

 

 

3. Click .

 

 

This window provides some information on the dashboard being exported. To the left you have:

 

 

4. Proceed by clicking . An "MP_<dashboard name>.dashboard" file is, automatically, generated (ex. "MP_My_Dashboard2_V01.00.dashboard").

This, also, opens an OS browse window to allow you to save the file in your PC.

 

 

5. Click to save the dashboard file.

 

 

The dashboard is exported as a ".dashboard" extension file into your PC (into your designated folder for downloads).

 

6. Click to conclude and close the "Export Dashboard" pop-up window.

 

 

To Import a Dashboard

 

1. In the Site Dashboard's "Control Panel", click , and, in the resulting row, click the sub-module to open the "Dashboard Management" page.

 

 

2. Without selecting any existing dashboard, click (this option is ONLY available if there is nothing selected).

 

 

3. Use one of the following methods to add the intended dashboard:

 

•Drag the intended dashboard onto the designated drop area.

 

OR

 

•Click and, select the intended dashboard in the resulting OS browse window.

 

 

4. Wait for the dashboard file to upload.

 

 

5. Click .

 

 

6. Click to proceed with the import.

 

 

7. Wait for the import success message and, then, click to conclude and close the "Import Dashboard" pop-up window.

 

The newly imported dashboard is available in the "Dashboard Management" page.

 

Potential Import Issue

 

Dashboard Name/Version Conflicts

 

If, during the import operation, the system detects that the dashboard/dashboard version being imported is already included in the target account, you will get an error message.

Proceed as follows to solve the issue:

 

1. Initiate the import, select/upload the intended dashboard file and follow the Import wizard until you reach the following step/error message:

 

 

2. Decide the course of action to apply:

 

•Overwrite/replace the dashboard that was already included in the target account with this newer dashboard file.

 

a. Maintain the dashboard's name/version and check the "Yes" associated to the "Overwrite" option.

 

b. Click to conclude the import.

 

The account will ONLY keep the dashboard version that was imported.

 

•Keep both versions by editing the new dashboard's file's name and/or version.

 

a. Maintain the "No" associated to the "Overwrite" option checked.

 

b. Edit the name and/or version of the dashboard file you want to import.

I. Click the "Name *" box to set it to edit mode and edit the dashboard's name.

II. Click the "Version *" box and use the resulting arrows to increment/decrement the dashboards's version.

 

c. Click to conclude the import.

 

The account will have both dashboard versions available for use.

 

•Cancel the import operation to check the situation by clicking