Chapter 13. Exporting and importing Dashbuilder data

Dashbuilder is a dashboard and reporting tool integrated in Business Central and is used by the Datasets editor and Content Manager page. There are three data types:

  • Datasets
  • Perspectives
  • Navigation

You can import and export Dashbuilder data as ZIP files in Business Central.

Important

This feature is only accessible by administrator users.

13.1. Exporting Dashbuilder data

You can export all Dashbuilder data from Business Central as a ZIP file.

Procedure

  1. In Business Central, select the Admin icon in the top-right corner of the screen and select Dashbuilder Data Transfer.

  2. On the Dashbuilder Data Transfer page, click Export.

    An export.zip file containing all Dashbuilder data is downloaded. The export.zip file structure is separated by data type. For example: 

    dashbuilder/datasets/definitions/dataset-example1.csv
dashbuilder/datasets/definitions/dataset-example1.dset
dashbuilder/datasets/definitions/dataset-example2.csv
dashbuilder/datasets/definitions/dataset-example2.dset
dashbuilder/datasets/readme.md
dashbuilder/perspectives/page1/perspective_layout
dashbuilder/perspectives/page1/perspective_layout.plugin
dashbuilder/perspectives/page2/perspective_layout
dashbuilder/perspectives/page2/perspective_layout.plugin
dashbuilder/perspectives/readme.md
dashbuilder/navigation/navigation/navtree.json
dashbuilder/navigation/readme.md
VERSION

13.2. Importing Dashbuilder data

You can import Dashbuilder data to Business Central from a ZIP file if the archive is structured in the same way as the following example: 

dashbuilder/datasets/definitions/dataset-example1.csv
dashbuilder/datasets/definitions/dataset-example1.dset
dashbuilder/datasets/definitions/dataset-example2.csv
dashbuilder/datasets/definitions/dataset-example2.dset
dashbuilder/datasets/readme.md
dashbuilder/perspectives/page1/perspective_layout
dashbuilder/perspectives/page1/perspective_layout.plugin
dashbuilder/perspectives/page2/perspective_layout
dashbuilder/perspectives/page2/perspective_layout.plugin
dashbuilder/perspectives/readme.md
dashbuilder/navigation/navigation/navtree.json
dashbuilder/navigation/readme.md
VERSION

Procedure

  1. In Business Central, select the Admin icon in the top-right corner of the screen and select Dashbuilder Data Transfer.

    Warning

    You should only import Dashbuilder data to a clean installation of Red Hat Process Automation Manager in order to avoid overwriting data on an existing system.

  2. On the Dashbuilder Data Transfer page, click the Choose File icon.
  3. Navigate to the ZIP file you want to import and select the file.
  4. Click the Upload icon.
  5. Click Import.