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How to copy expressions across data sources?

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Transferring Expressions Between Data Sources

 

When using Bold BI dashboards, you may need to reuse expressions in different data sources. Currently, there is no direct way to copy expressions. Here are the steps to ensure successful transfer of expressions between data sources of same connection type.

Step 1: Duplicate the Dashboard and Data Source

 

Begin by copying the dashboard you wish to duplicate. Along with the dashboard, make sure to copy the respective data source that is associated with it.


Step 2: Access the Copied Data Source

In the duplicated dashboard, navigate to the data source section. Here, you should find the copied data source that was associated with the original dashboard.

Step 3: Verify the Expressions

Check the expressions within the copied data source. These expressions should be the same as the ones you have created in the original dashboard's data source.

Step 4: Edit the Connection String

 

To finalize the process, edit the copied data source and update the connection string accordingly. This step is crucial to ensure that the data source is correctly linked to the identical column names used in the original dataset.

 

By following these steps, the expressions will be maintained in the copied data source, allowing for a seamless transition between the original and duplicated dashboards.


Additional References


For more detailed information on managing dashboards and data sources, please refer to the following resources:

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PK
Written by Poovarasan Kandasamy
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