Platform Analytics Migration Questions

mah1
Kilo Sage

Washington DC Patch 0 Hotfix 1

 

Trying to get answers to the following questions. Posted in the Developers forum but no answers so far.

 

  • We have many chart type reports on dashboards. For some of these reports, the data table is displayed after the chart. In the migrated versions, the data table is no longer included. I do not see any configuration option to display the data table for chart type data visualizations under Platform Analytics. Is this not possible?
  • We have several dashboards that include a knowledge article (set up as an iframe and included on the dashboard as a content block). The way the knowledge article is displayed on the migrated dashboards is not easily readable; formatted as a small square with both vertical and horizontal scroll bars.  Is there any way to add a knowledge article to a dashboard in Platform Analytics so that it is actually readable?
  • How can a visual task board be added to a dashboard in Platform Analytics?

Some additional questions:

  • We did a full migration to Platform Analytics and activated it. I didn't notice any issues with default dashboards for non-admin users. But for admin users with a default dashboard that is in compatibility mode, the dashboard is displayed with a link to open the migrated dashboard. Why is the migrated dashboard not displayed by default for admin users?
  • For dashboards with content in compatibility mode, an informational message is displayed followed by a fair amount of whitespace followed by the compatibility mode content. Is there any way to clean this up? i.e., suppress the informational message and reduce/eliminate the unnecessary whitespace.

We cloned our production instance (Vancouver Patch 5) to our development instance and are in the process of upgrading our development instance to Washington DC Patch 1 Hotfix 1.

 

Thank you

 

@martapenzo       @Thomas_Davis

7 REPLIES 7

tanguturi0527
Tera Contributor

I couldn't find any option to rollback the dashboards or reports to core UI. Could you please suggest if you are able to do it and how ?

Sorry but I currently do not have access to an instance with migrated content. I have not actually rolled anything back in prior migration attempts. We only attempted this migration in our development instance and we just cloned production to development and started over when we ran into issues.

 

They discussed rolling back on one of the Platform Analytics academy sessions.

i think this is the session:         https://www.youtube.com/watch?v=buwL2rdigV4

 

I found some notes I made on rolling back:

par_dashboards table new

rollback capability under actions for individual reports

to rollback entire migration done thru a property but need to work with NOW support to do so

 

You might have to do this using the table where the dashboards/reports are stored, select the items to rollback from the list and the select the rollback option from the actions menu.  I don't really remember the details so it would be best to check out that academy session.

 

hope this helps

We invited you to join us at our Platform Analytics Academy on March 20th, 2024, for an informative session on the Platform Analytics Migration Center. This session covered the essential process of migrating your Core UI data to Platform Analytics, which included the transition of your existing ...

tanguturi0527
Tera Contributor

Thanks for this, really helpful. Will go through it.