Content migrated in compatibility mode

  • Release version: Washingtondc
  • Updated January 8, 2025
  • 2 minutes to read
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    Summary of Content Migrated in Compatibility Mode

    The migration of dashboard content to the new Platform Analytics in the Washingtondc release introduces compatibility mode for certain visualizations and configurations. This mode retains original content as embedded iframes, allowing for some legacy features to remain functional while transitioning to the updated platform.

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    Key Features

    • Migrated Content: Most dashboard content is moved to the new platform, but specific visualizations and configurations are retained in compatibility mode.
    • Not Migrated Configurations: Certain dashboard settings, including customized header colors, group filters, and specific visualization features like drilldowns and export options, are not migrated.
    • Performance Considerations: Dashboards with content in compatibility mode may experience performance issues, and custom interactive filters might not operate as intended.
    • Generic Visualization Configurations: Some configurations, such as sorting and reporting settings, are retained but may require adjustments after migration.

    Key Outcomes

    Customers can expect to maintain access to certain legacy dashboard functionalities while transitioning to the new Platform Analytics. However, they should be prepared to manage performance impacts and potential limitations of interactive filters. For full functionality, rolling back to the Core UI version may be necessary for specific cases.

    Most dashboard content is migrated to the new Platform Analytics. However, some visualizations, aspects of visualizations, and filters are inserted in the migrated dashboard as embedded content (iframes), also known as compatibility mode. Some configurations are not migrated at all.

    Not migrated

    Generic dashboard configurations that are not migrated:
    • Dashboard groups
    • Widget header and title colors
    Filters that are not migrated
    • Group filter
    • Debug filter
    • Filter user preferences from dashboards
    Visualization configurations that are not migrated:
    • Export to PNG/JPEG on the chart itself from dashboard
    • Report drilldown into another report.
    • Progress bars for Percent Complete fields in Simple list visualizations.
    • Restriction of dashboard access to specific roles.
    • Data tables under data visualizations
    Indicators/Breakdown Scorecard elements that are not migrated:
    • Show Bullet chart
    Calendar component elements that are not migrated:
    • Year view
    • Highlighting based on

    Compatibility mode migrations

    Migration in compatibility mode means that the original artifacts are inserted into the migrated dashboard in iframes. The original content is not changed or moved.

    All custom interactive filters, custom content blocks, gauges, and gadgets are migrated in compatibility mode, as iframes.

    All other content that is not a Performance Analytics widget, report, or interactive filter is migrated in compatibility mode, as iframes.

    Note:
    Dashboards with visualizations or other widgets migrated in compatibility mode may experience performance issues.

    Custom interactive filters are migrated in compatibility mode, but may not work on the migrated dashboard. If the custom functionality is required, roll back the dashboard back to the Core UI version.

    Generic configurations

    Generic visualization configurations migrated in compatibility mode:
    • Sort by dot-walked fields
    • Reporting on variables/questions
    • Configuration for filters applied as separate/aggregate
    • List default drilldown view configured in Report Designer
    • Business calendar (as trend by) for timeseries reports
    • Breakdown element = empty for breakdowns based on choice field
    • Sort by PA breakdown based on choice field order
    • Single score with compare X period back
    • Pivot scorecard support for element filter
    • Group by based on duration fields
    • Different follow filters for related indicators on the Indicator scorecard and visualizations

    List scorecard configurations

    List scorecard configurations migrated in compatibility mode:
    • Show Key indicators
    • Filter based on: Best Performing, Worst Performing, Improved, Deteriorated
    • Indicator list scorecard with filter on indicator (and ignoring the custom labels of indicators)
    • Custom order and labels

    Reports

    Reports migrated in compatibility mode:
    • Control
    • Trendbox
    • Box
    • Pareto

      Can be migrated with the latest store update.

    • Histogram
    • Funnel
    • Pyramid
    • Geomap

    PA widgets

    PA widgets migrated in compatibility mode:
    • Workbench
    • Text Analytics
    • Treemap
    • Previous period charts
    • Spider
    • Funnel
    • Pyramid
    • Pareto

      Can be migrated with the latest store update.

    • Relative compare