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Create a dashboard from another similiar dashboard
I have a dashboard for 2017 which has around 50 analysis and prompts. Now I need to create similiar dashboard for 2018 ( make some changes in 2018 reports). I copied and pasted 2017 dashboard folder and then renamed to 2018.
Now if I open 2018 dashboard and click on edit dashboard >> edit analysis and make my changes it is changing 2017 analysis.
Can somebody please tell me why even though I copied the dashboard to new folder, the analysis and prompts are pointing to the old one ?
Answers
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Yes - it does not dynamically repoint the location of everything.
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Thanks for the response.
Is there any way to make all the 2018 dashboard to point to 2018 analysis which is present in the same folder.
Else I will have to edit each dashboard interface and make it point to new analysis which is tedious.
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Not that is supported.
But you can export your catalogue items to your client. Do a search and replace exercise using something like Notepad++ and then reimport, provided your naming discipline is entirely parallel, year to year.
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Sounds like a defect in your presentation design ... as I see it, you need a distinct catalog location for each year AND a common catalog location. Then you need two distinct dashboards each pulling the parts from their own folders and parts from the common folder. Also sounds like you are missing the ability for each part to be prompted on year dynamically.
What's tedious is that you've got a requirement for a distinct dashboard by year ... that means EACH and EVERY year you are doing the same thing. It also means you have difficulty comparing year over year at a macro level (you can effectively only use what's common between years) ... any way to rework that requirement? Does the value provided out-weigh the cost of the management of these dashboards?
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Amen to that.
Reminds me of a client who was cloning Essbase databases every year so in very little time what should have been 5 databases became 96...
There is the value of the architect over the dabbler...
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was about to say that OP just requires a single dashboard with a dashboard prompt to control the year. Maybe I've misinterpreted the use case here.
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Apparently the analysis changes with every year ... which I seriously question that approach - if the business is always in a state of flux, howdo they know they are progressing. BI should be directly tied to corporate strategy -- operationally, tactically, and strategically. Much of what I get asked for falls into the 'satisfy my curiosity' category ... I consistently push back with a challenge to outline the decisions made and how they align to strategy - else the value proposition is gone.
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As others already said your design is suboptimal as a year is supposed to be more a prompt instead of a whole dashboard with a set of own analysis, but details ...
I would just say that instead of export, search/replace and re-import as Robert suggested you can do it directly online with Catalog Manager. Make sure you select the 2018 path and use search and replace from Catalog Manager (working online) to replace the old path with the new one (make sure to search/replace something more explicit than "2017" as it's a full text search/replace which can't be undone => backup first!!!).
And the behaviour you saw (copy/paste of the dashboard pointing to the old analysis) is easy to understand if you look at the XML code representing a dashboard page once: it contains full paths to point to analysis, so when you copy/paste a dashboard those references do not change at all, which is a good thing most of the time
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@3621755 Would you mind commenting on the questions which have been raised here?
OBI isn't a reporting system where one creates static reports for given years, months, geographical areas or products but dynamic analyses and dashboards.
Also you should familiarize yourself with how the system works and how a dashboard is constructed in terms of content and references. Again - it's a dynamic, reference-based system and it would actually be extremely bad functionality when every copy deep-copies all its contained objects.
You may not care about this, but having 300 objects which are linked and referenced by other objects or 20'000 objects cloned and copied all over the place dies make a HUGE difference in terms of maintenance and lifecycle management.
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This approach of OP completely rules out any form of trend analysi (amongst other things). How can you determine that your business is improving when you are not comparing like for like?
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