Note: You must include the Data Cubes used in the Dashboard.
When you export a Dashboard for the first time, you must include all uDesigner design objects that form the Dashboard data source in the Configuration Package.
For subsequent exports ensure that the design object that uses the Data Element that is specifically used in the setup is present in the Production Published Package. As long as this condition is met, the configuration package creation will be successful. If this condition is not met, then the latest design will have to be included in the configuration package. When the data source is a business process, the setup must also be included in the configuration package; otherwise, the creation process will not complete.
Dashboards Components in the Configuration Package
The system includes the following components of a dashboard in the Configuration Package (.zip file):
Dashboards | Component | Field / Option |
|---|---|---|
Dashboard |
| Name |
Dashboard |
| Description |
Dashboard |
| Permissions |
Dashboard | Tab Block | Tab Name |
Dashboard | Tab Block | Tab Layout |
Dashboard | Tab Block | Show option |
Dashboard | Tab Block | Filters |
Dashboard | Source Details / Analytics Block | Block Order |
Dashboard | Source Details / Analytics Block | Block Title |
Dashboard | Source Details / Analytics Block | Source Name |
Dashboard | Source Details / Analytics Block | Block Type |
Dashboard | Analytics Block | URL The URL value will be blank in the Export package. Import process will plug in the default value based on the Unifier Configurator property. |
Dashboard | Custom Block | Data Cube |
Dashboard | Custom Block | Show Data From |
Dashboard | Custom Block | Block Title |
Dashboard | Custom Block | Display Type |
Dashboard | Custom Block | Source Grouped By (If Group By option is a design object then that design should also be included in the Configuration Package) |
Dashboard | Custom Block | Output Type |
Dashboard | Custom Block | Report On |
Dashboard | Custom Block | Summary Type |
Dashboard | Custom Block | Show Result |
Dashboard | Custom Block | Show Total |
Dashboard | Custom Block | Decimal Places |
Dashboard | Custom Block | Currency Format |
Dashboard | Drilldown Block | Data Cube |
Dashboard | Drilldown Block | Block Title |
Dashboard | Drilldown Block | Block Filter Elements (If filter elements are design objects, then they must be included in the Configuration Package as well.) |
Dashboard | Drilldown Block / Edit Drilldown Details | Title |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Data From |
Dashboard | Drilldown Block / Edit Drilldown Details | Display Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Source Grouped By (If Group By option is a design object then that design must also be included in the Configuration Package.) |
Dashboard | Drilldown Block / Edit Drilldown Details | Output Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Report On |
Dashboard | Drilldown Block / Edit Drilldown Details | Summary Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Result |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Total |
Dashboard | Drilldown Block / Edit Drilldown Details | Decimal Places |
Dashboard | Drilldown Block / Edit Drilldown Details | Currency Format |
Dashboard | Portlet Block | Name |
Dashboard | Portlet Block | URL
|
Dashboard | Standard Block | Source Name |
Dashboard | Standard Block | Data Type (If Data Type option is a design object then that design must also be included in the Configuration Package) |
Dashboard | Standard Block | Report On |
Dashboard | Standard Block | Block Title |
Dashboard | Standard Block | Display Type |
Dashboard | Standard Block | Show Result |
Dashboard | Standard Block | Show Total |
Dashboard | Standard Block | Decimal Places |
Dashboard | Standard Block | Currency Format |