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evgen_chernin09
Sisense Team Member
Sisense Team Member

Automating the Transfer of Designer Dashboards Between Cubes in Sisense

Summary

This article provides a step-by-step guide to automate the transfer of Designer Dashboards from one cube to another in Sisense. This process is particularly useful for organizations with a multi-customer cube structure, where customers are also Designers with numerous Dashboards that need to be moved efficiently.

Main Content

Step-by-Step Instructions to Transfer Designer Dashboards

  1. Identify Designers and Their SI IDs

    • Use the REST API v0.9 roles endpoint to get the desired roleID:
      GET /roles
    • Use the REST API v1.0 users endpoint to get a list of userIDs with the desired role:
      GET /users
  2. Collect All Dashboards Owned by Designers

    • Use the REST API v1.0 admin endpoint to get a list of all dashboards in the system:
      GET /dashboards/admin
    • Save the result as a file and filter by the desired user_ID to find all dashboard IDs owned by the user.
  3. Change the Data Source for All Dashboards

    • Open the Sisense application.
    • Navigate to the "Analytics" tab.
    • Open the developer tool and then the console.
    • Use the following script to change the data source:
      // Change these variables as needed
      var datasourceTitle = 'CurrentDataSource';
      var newdatasourceTitle = 'NewDataSource';
      var dashboardIdsFilter = []; // List of dashboard IDs to change. Leave empty to process all dashboards.
      
      // Script to change data source
      // ... (Insert the provided script here)
    • Ensure to test the script on a sample dashboard first to confirm it works as expected.

Troubleshooting Tips

  • Ensure API Access: Make sure you have the necessary permissions to access the REST API endpoints.
  • Validate Data Source Names: Double-check the names of the current and new data sources to avoid errors.
  • Test Before Full Implementation: Always test the script on a few dashboards before applying it to all to ensure it works correctly.

Supplementary Information

  • API Documentation: Refer to the Sisense API documentation for detailed information on the endpoints used.
  • Backup Dashboards: It is advisable to backup dashboards before making bulk changes to avoid data loss

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Version history
Last update:
‎09-05-2024 08:22 AM
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