Platform Analytics - Migration Tool - Issues

[Pete35]

Is anyone else having issues using the Platform Analytics Migration tool after upgrading to Washington?

Some of the issue that I have found;

- Existing breakdown source field is not being followed. The way these breakdown sources are being migrated the new filters are not showing the same elements as the pre-migration breakdowns. Some of fields are no longer able to be chosen in the filter configuration so these breakdowns are being ignored all together. 

- Column visualisations that have been migrated from an existing PA Widget. The indicator list order is not being kept and the order needs to be reset. Straight migrations are not picking this up very well and all orders need to be adjusted after migration.

- Single score format values are not being migrating with the same specs as those that are contained within the indicator. These need adjustment.

Some other general issues that I have found and more a nuisance more than anything else;

- It seems you cannot migrate an existing report directly to the new Platform Analytics Data Visualisation list. These reports do not seem to be saved directly to the Data Visualisation list and need to be recreated to be consumed within Platform Analytics. This mainly affects reports not listed in a dashboard.

- In general, the change of names from 'Report' to 'Data Visualisation' is confusing for the users. It's long been called a 'Report'. To search for something else is confusing.

- Cascading Filters were previously neatly packaged and now these are separated. I know they can be linked however these were previously neatly packaged and easily consumed and navigated.

- Personally losing the Existing Breakdown source drop list from the top of a PA Dashboard is a backward step. Consumers of the dashboard lose the ability to select a Category (breakdown source) from a list and then select the element. Now all the categories are spread across the page separately and look overwhelming. 

I've attached a direct comparison of an existing PA Dashboard vs a Migrated Platform Analytics Dashboard

[Mark Manders]

As is suggested by the team behind it in several academy sessions: please log all of these findings as a case with NowSupport, including the examples. They can validate if something is missing and update the migration tool so it will go better in the future.

There are also some things that aren't yet going to be migrated, but will run in compatibility mode. They can tell you that right away through your case. They can also tell you what is on the roadmap to be picked up in a newer version (like your breakdown source). Maybe they are already working on it.

It's a new thing and they know it's not perfect yet, so we need to feed them everything we run into so it can be improved. 

About the 'data visualization' thing: just change the label in the menu to 'Reports', or copy it and name the copy report, so they will find the same, no matter what they look for. That will help. Just notify your users that it's a change and not a small one. They will need to get used to it. 

[Joe56]

You can also review this topic for the artifacts that are migrated in compatibility mode and those that aren't at this time migrated at all.

https://docs.servicenow.com/bundle/washingtondc-now-intelligence/page/use/par-for-workspace/referenc...

[Lisa71]

I only found how to migrate the dashboard to Platform analytics dashboard, however didn't find how to migrate the report to data visualization, is there the option for that? Thanks.

[martapenzo]

Hi @Pete35,
thank you for the feedback, we are working on constantly improving the migration.
A lot of improvements have been released in the May 2024 Store release.

As Mark mentioned, please raise Support cases if you see issues and we will be able to verify directly with the internal team.
Regarding the cascading filters we have worked on supporting the migration during the Xanadu timeframe, but we are also looking at improving the user experience is a common container/single-click as it was in the Core UI interactive filters.

Thank you