How to modify connection details automatically when uploading dashboards?

When working with dashboards, it is often necessary to modify connection details to accommodate different data setups. Fortunately, there is a feature that allows for the seamless download and upload of dashboards with custom data configurations. This eliminates the need to manually input a connection string each time you upload a dashboard.

Benefits of Automatic Connection Details Modification

• Efficiency: Automatically modifying connection details saves time and reduces the potential for errors that can occur when entering connection strings manually.
• Flexibility: This feature is particularly beneficial for meeting the unique requirements of various clients, allowing for tailored data setups without additional effort.
• User-Friendly: The process simplifies the workflow for users, making it easier to manage multiple dashboards with different data connections.

Create dashboards using custom attributes:

1. Create User Specific Custom Attributes:

   • Refer to the Configuring Custom Attribute to create user level custom attributes successfully.

2. Utilize Custom Attributes to Create Data sources:

   • Utilize custom attributes to define specific data connections for each user. This allows for a more personalized experience, ensuring that users only see the data that pertains to them.
     

     
     

3. Create dashboards with the data sources.

Steps to upload the dashboards:

1. Download the Dashboard: Start by downloading the dashboard.
   

   

2. Create custom attributes in Target site: Before uploading, ensure that the custom attributes are created with the same name in the target site as well.
   

   

3. Upload the Dashboard: When you upload the dashboard, the system will automatically consider the connection details based on the custom attributes created.
   

   
   

4. Ensure the Dashboard: Verify if the dashboard on the target site contains data from the new database.

By utilizing this feature, users can streamline their dashboard management process and utilize same dashboard with individual connections for each clients.

Additional References

• Data Flexibility with custom attributes
• Configuring Custom Attributes