The new version of the Explore dashboard builder makes it easier and more intuitive to create dashboards that give you insights into your support and can help optimize your service channels.
When you start using the new dashboard builder, you’ll find that most of your legacy dashboards can be migrated to the new dashboard builder with a few clicks. However, some of your dashboards might need a little extra work before you can work with them in the new dashboard builder.
In this article, you’ll learn how to discover which dashboards are ready to migrate to the new dashboard builder and how to prepare dashboards that need extra work.
This article contains the following topics:
Understanding the migration status of your dashboards
Explore helps you to see which of your dashboards can immediately be used in the new dashboard builder and which dashboards need some work before you can use them.
To view the migration status of your dashboards
- In Explore, click the Dashboards library icon (
) on the left side bar. - In the list of dashboards, you can see the migration status of each dashboard in
the Migration column.
For each dashboard, one of the following migration statuses is displayed:
- Migrate: Click Migrate to immediately start migrating your dashboard. You'll receive a notification as soon as your migrated dashboard is ready.
- Migrate (limited): You can migrate this dashboard, but some functionality will be different or not available. You can review the limitations before you migrate the dashboard.
- Migrate (blocked): You won’t be able to migrate this dashboard to the new experience until you make some changes to it. In the next section, you’ll learn how to address any blocking issues before the dashboard is migrated.
If no migration status is shown, the dashboard is ready for you to use in the new dashboard builder.
Understanding why dashboards are blocked
Dashboards can be blocked for one of the following reasons:
- They contain more than ten tabs.
- They contain more than 35 components on each tab. A component is a report or a filter.
- If a tab contains more than ten tabs, consider cloning the dashboard to ensure that fewer than ten tabs are on each dashboard.
- If the dashboard contains more than 35 components (reports or filters) on a tab, consider creating a new tab and moving some of the components to the new tab.
When the migration status of a dashboard displays "limited," you can review any problems before you migrate the dashboard.
Migrating legacy dashboards
Dashboards are migrated from the dashboard library. You can use the Views column in the dashboards library to help you decide which Use this procedure to migrate a dashboard.
To migrate a dashboard
- In Explore, click the Dashboards library icon () on the left side bar.
- From the list of dashboards, choose a dashboard, and click Migrate.
- If there are no issues with the dashboard, the migration will be completed. If
there are blocking issues, or if some parts of the dashboard won’t be migrated
or will work differently, the review blockers page will be displayed.
- The migration creates a copy of the original dashboard. Once you’re ready, you can delete the original dashboard version.
Watch this short video for an overview of the dashboard migration tools:
Using the Explore dashboard importer tool (3:18)