Import a Data Discovery Dashboard

This applies to: Visual Data Discovery

To import a dashboard configuration:

  1. Log into Symphony as a user with the Manage Connections, Administer Sources, Administer Visuals and Administer Dashboards  group privilege.

  2. Select Library on the UI menu. The dashboard library displays.

  3. At the top of the page, select Import Dashboard.

  4. Browse to and select the json file for the dashboard, then select Open. The dashboard is imported.

Dashboard Import Defaults

  • Dashboards with a unique name are imported with that name. If the name is not unique, the newly imported dashboard is imported and the name appended with a date and time appended to the name.

    Trying to import a dashboard that uses the same source name as an existing source but uses different connection details or credentials may cause issues. Change the name of the source before you export it from one instance and import it into another.

  • All other shared objects (connections, sources, and visuals), if they exist in the environment with the same unique name or ID will be reused.

  • Items unique to a dashboard, such rich text snippets, are created with the new dashboard.