When replacing one or more datasets in a dashboard, you can determine how to replace dataset objects that belong to the datasets being replaced. For example, a visualization in a dashboard displays sales data for physical store locations. If you replace the data in the dashboard with sales data for Internet sales only, you can choose to replace Physical Store Revenue with Internet Revenue, Physical Store Sell-Through with Internet Sell-Through, and so on, so that the visualization displays the corresponding sales data, updated for Internet sales only.
To determine how to replace dataset objects when replacing a dataset in a dashboard:
Click the name of the dashboard to run it.
If the Datasets panel is not displayed, from the View menu, select Datasets Panel.
In the Datasets panel, do one of the following:
To replace a single dataset in the dashboard, hover the cursor over the name of the dataset to replace and point to Replace Dataset With.
To replace all datasets in the dashboard with a single dataset, hover the cursor over the name of one of the datasets to replace, then point to Replace All Datasets.
Select the dataset that will replace the dataset(s) in the dashboard. The Replace Objects dialog box opens.
If you have renamed or applied number formatting to dataset objects in one or more of the datasets being replaced in a visualization, you can keep the new names and number formatting in the visualization after the dataset is replaced. Do one of the following:
To discard name and number formatting changes, select the Clear object alias and number formatting on dashboard check box.
To keep name and number formatting changes, clear the Clear object alias and number formatting on dashboard check box.
By default, the application attempts to replace objects in the original dataset with objects in the new dataset with the same name. You can manually define how each object is handled when the dataset is replaced. For each dataset object in the Current Objects column, select a replacement method, as described below:
For each attribute, from the drop-down list under New Objects, select one of the following:
To replace the attribute with an existing attribute from the new dataset, select the attribute to use as a replacement. For example, if elements of the attribute being replaced are displayed as choices in a filter, the filter is updated to contain elements of the new attribute.
To remove the attribute from the dashboard, select Remove From Dashboard. If the attribute is displayed in the dashboard (for example, in a visualization or filter), the attribute and its values are removed.
For each derived attribute, from the drop-down list under New Objects, select one of the following:
To replace the derived attribute with an existing attribute from the new dataset, select the attribute to use as a replacement.
To keep
the derived attribute as part of the new dataset and keep its existing
definition, select Keep Existing
Definition. If an attribute that is part of the derived attribute's
formula is replaced, it will also be replaced in the definition of
the derived attribute. For example, if a derived attribute is defined
as Concat(Leftstr(Employee@First Name,1),".",Employee@LastName),
and you replace Employee with InternationalEmployees, the derived
attribute's formula is updated to Concat(Leftstr(InternationalEmployees@First
Name,1),".",InternationalEmployees@LastName).
To remove the derived attribute from the dashboard, select Remove From Dashboard. If the derived attribute is displayed in the dashboard (for example, in a visualization or filter), the derived attribute and its values are removed.
For each metric, and for each derived metric created and defined as part of a dataset rather than in the dashboard, from the drop-down list under New Objects, select one of the following:
To replace the metric with an existing metric from the new dataset, select the metric to use as a replacement.
To remove the metric from the dashboard, select Remove From Dashboard. If the metric is displayed in the dashboard (for example, in a visualization or filter), the metric and its values are removed.
For each derived metric that you created while viewing the dashboard, from the drop-down list under New Objects, select one of the following:
To keep the derived metric as part of the new dataset and keep its existing metric formula, select Keep Existing Definition. If a metric that is part of the derived metric's formula is replaced, it will also be replaced in the definition of the derived metric. For example, if a derived metric is defined as Revenue - Cost, and you replace Revenue with Regional Revenue and Cost with Regional Cost, the derived metric's formula is updated to Regional Revenue - Regional Cost.
To remove the derived metric from the dashboard, select Remove From Dashboard. If the derived metric is displayed in the dashboard (for example, in a visualization or filter), the derived metric and its values are removed.
When finished, click OK to apply your changes. The dashboard is updated and displayed according to the options that you selected above.
Adding, replacing, and removing datasets from a dashboard
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