Perform a partial migration of dashboards

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • Migrate a selection of your existing dashboards, reports, interactive filters, and Performance Analytics widgets to Platform Analytics. Migration works the same whether you choose to migrate some or all of your content. However, you can move some of your content to evaluate the process or when you have a large number of dashboards and want to migrate in segments.

    Avant de commencer

    Role required: You can migrate any dashboard you own. Users with admin or dashboard_admin roles can migrate any dashboard.

    Pourquoi et quand exécuter cette tâche

    Run and test the migration first on a single, non-production instance. After you’re satisfied with the results, launch the migration on the production instance.
    Remarque :

    If content on a dashboard is used in only one dashboard, it will be available only on that dashboard after migration. If it is used in more than one dashboard, that content is migrated to the Platform Analytics experience library.

    If you change a Core UI dashboard after migration and migrate it again, the changed dashboard overwrites the originally migrated dashboard.

    You cannot move the migrated artifacts from a non-production instance to a production instance.

    If you delete a migrated dashboard, that dashboard isn’t migrated if full migration is performed on your instance. You can migrate it again using the steps in this topic. If you want to remigrate a Core UI dashboard, be sure to delete the existing migrated dashboard to avoid duplicating dashboard content.

    The migrated dashboard appears in the Platform Analytics library. Links to the original Core UI dashboard redirect to the library as well.

    Reports associated with chart to chart drilldown in migrated dashboards are saved to the Visualization Library.

    Procédure

    1. Navigate to All > Performance Analytics > Migration Center.
      If you’re already familiar with the migration process, navigate to pa_dashboards.list and follow the instructions from step 4.
    2. Review the information about the migration process under Learn about Platform Analytics.
    3. Select Try your content to choose a subset of your data to Platform Analytics.
    4. On the Dashboards list, select the dashboards you want to migrate.
    5. From the Action on selected rows menu, choose Migrate Dashboard.
      Dashboard list with three dashboards highlighted as well as the Migrate Dashboard link on the Actions on selected rows menu
    6. When the migration is complete, select the banner link to view the migrated dashboards on the dashboard overview.
      The first link takes you to the PAR Dashboards list. You can review the dashboards' forms there. The second takes you to the Dashboard Overview where you can view the migrated dashboards in the Analytics Center. Data migration complete banner with link to dashboard overview

    Que faire ensuite

    Verify that the migrated dashboards have all the features of the Core UI dashboards, either as fully migrated content or as iframed content. For more information, see Content not migrated or migrated in compatibility mode.