Chapter 14. 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
  • Pages
  • Navigation

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

Important

This feature is only accessible by administrator users.

14.1. Exporting Dashbuilder data

You can export the dashbuilder related data such as datasets, pages, and navigation 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. To export the dashbuilder related data, do any of the following tasks:

    If you want to export all dashbuilder data as a ZIP file, do the following tasks:

    1. On the Dashbuilder Data Transfer page, click Export all.

      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.dset
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

    If you want to export customized user created dashbuilder data as a ZIP file, do the following tasks:

    1. On the Dashbuilder Data Transfer page, click Custom export.
    2. In Export Wizard panel, select the datasets that you want to include in the ZIP file and click Next.

    3. Select the pages that you want to include in the ZIP file and click Next.

      The Export Wizard panel validates the selected datasets and pages. The summary of the datasets and pages is available on the panel.

      Note

      Navigation is always included in the exported ZIP file.

    4. Click Download if your export is ready.

      An export.zip file containing customized dashbuilder data is downloaded.

      Note

      You must select the pages and the datasets associated with those pages in the Export Wizard panel. You must select at least one page. If you fail to select both datasets and pages, an export error is generated and you can not download the export.zip file.

    5. Click Finish.

14.2. 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.dset
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.