Automating the Transfer of Designer Dashboards Between Cubes in Sisense

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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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Documentation