Downloading and Uploading Properties for a Viewpoint

When configuring properties for a viewpoint, you can download the property definitions for a viewpoint to an Excel file for offline reference or to reuse a similar configuration across multiple viewpoints, and you can upload an Excel file with the property definitions instead of configuring them manually through the user interface.

Downloading Properties for a Viewpoint to a File

Tip:

This procedure describes how to download the property configuration in a specific viewpoint. To download property definitions for a single property or for all properties from the property worklist, see Downloading Property Definitions.

To download properties to a file:

  1. Inspect the viewpoint that you want to upload properties to. See Inspecting a Viewpoint.
  2. On the Properties tab, click Download Properties to File download button.

    Note:

    The Download Properties to File button is not visible if you are in Edit mode.

After the file is downloaded, you can view it in Excel.

Uploading Properties for a Viewpoint from a File

Considerations when Uploading Properties

  • You must have at least one of these roles or permissions when uploading properties:
    • Service Administrator
    • Owner permission on the view containing the viewpoint, and at least Data Manager or Metadata Manager permission on the application or dimension associated with the viewpoint
  • The properties in the viewpoint are replaced by the properties in the uploaded file, in the order that they are listed in the file. Therefore, your upload file must contain all of the properties for the viewpoint in the order that you want them in the viewpoint. Partial uploads or merge uploads are not supported.
  • Invalid or duplicate properties in the viewpoint are skipped when the upload is processed.
  • Default values for properties are populated when needed.

Tip:

You can download the current properties for the viewpoint to use as a template that you can modify with additional changes and then upload back to the system. See Downloading Properties for a Viewpoint to a File.

To upload properties to a viewpoint:

  1. Inspect the viewpoint that you want to upload properties to. See Inspecting a Viewpoint.
  2. On the Properties tab, click Edit.
  3. Click Load Viewpoint Properties from File load button.

    Note:

    You must be in Edit mode to see the Load Viewpoint Properties from File button.
  4. Browse to the properties file, and then click Open.

    Note:

    Your properties file must be in the correct format. See Viewpoint Properties File Format.

    The property file is processed and the results are displayed.

  5. Optional: In the result message, for Successful or Successful with Warnings results, click the link to download the processed properties file and review the Status and Message columns to see the results of each property. If the upload was unsuccessful, review the error message.
  6. Click OK on the confirmation dialog box, and then click Save to save your changes.

    Note:

    If you click Cancel, the properties that you uploaded are not saved to the viewpoint.