Content not migrated or migrated in compatibility mode
Summarize
Summary of Content not migrated or migrated in compatibility mode
In the Zurich release, most dashboard content is migrated to the new Platform Analytics experience. However, certain visualization elements, filters, configurations, and dashboard content cannot be migrated directly and are instead migrated incompatibility mode. In this mode, the original dashboard content is embedded as iframes within the migrated dashboard, preserving the original artifacts without modification. This ensures continued access but may impact performance.
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The Migration Center automatically updates previously incompatible content to compatible status when upgrading releases.
Content Not Migrated
The following dashboard elements and configurations are not migrated during the transition:
- Generic dashboard configuration: Widget title alignment
- Filters not migrated: Group filter, Debug filter, Filter user preferences from dashboards, Cascading filters using Choice > Choice configuration, and filtered list content
- Visualization configurations: Restriction of dashboard access by specific roles, group edit rights (reports shared with groups lose edit rights and retain only view rights; re-sharing is required)
- Visualization header and color configurations: In bulk migration, visualizations used in multiple dashboards lose these settings; in partial migration, only those used in multiple dashboards lose them
- Scorecard elements not migrated: Show Distribution, Show Bullet chart
- Calendar component elements not migrated: Year view and Highlighting based on
Compatibility Mode Migration Details
Dashboards containing any content other than Performance Analytics widgets, reports, or interactive filters—including custom interactive filters, custom content blocks, gauges, and gadgets—are migrated in compatibility mode as embedded iframes. This preserves original content but may introduce performance degradation.
Generic Visualization Configurations Migrated in Compatibility Mode
Configurations that are preserved include:
- Sorting by dot-walked fields
- Reporting on variables or questions
- Default drilldown views set in Report Designer
- Breakdown elements for choice field-based breakdowns
- Single score comparisons over time
- Pivot scorecard support for element filters
- Grouping by duration fields
- Support for different follow filters on related indicators
- Hierarchy breakdown support on filters and data visualizations
List Scorecard Configurations Migrated in Compatibility Mode
- Show Key Indicators
- Filtering based on performance status (Best Performing, Worst Performing, Improved, Deteriorated)
- Different follow filters on additional indicators
Other Scorecard and Report Configurations Migrated in Compatibility Mode
- Scorecard widgets with multiple indicators using different time series aggregations
- Reports including Control, Trendbox, Histogram, Funnel, Pyramid
Performance Analytics Widgets Migrated in Compatibility Mode
- Workbench
- Text Analytics
- Treemap
- Previous period charts
- Spider
- Funnel
- Pyramid
- Relative compare
Practical Implications for ServiceNow Customers
When migrating dashboards to the Platform Analytics experience in Zurich, customers should anticipate that some content will not migrate natively and will instead be embedded as iframes in compatibility mode. This preserves visibility but can impact dashboard performance. Additionally, some visual and access configurations may require manual adjustments post-migration, such as re-sharing reports with groups to restore edit rights.
Understanding which elements migrate fully versus those migrated in compatibility mode helps customers plan their dashboard migration strategies effectively and address any necessary post-migration configuration to maintain dashboard usability and security.
Most dashboard content is migrated to the new Platform Analytics experience. However, some visualizations, aspects of visualizations, filters, and configurations cannot be migrated. Dashboards with this content are migrated as embedded content (iframes), also known as compatibility mode.
Not migrated
The only generic dashboard configurations that is not migrated is widget title alignment.
- Group filter
- Debug filter
- Filter user preferences from dashboards
- Cascading filters that support the Choice > Choice configuration
- Filtered list content. For more information on List filters, see Create a filter in List.
- Restriction of dashboard access to specific roles.
- Group edit rights.
Reports that are shared to groups with edit rights only retain view rights when migrated. Open the migrated visualization in the library and share it with the group again. For more information, see Share a data visualization in the Visualization Designer.
- In the context of bulk migration, visualizations that are used in one or more dashboards lose their header and color configurations. (In Core UI, these are configured at the dashboard level; in Platform Analytics experience, they are configured at the visualization level.)
In the context of partial migration, visualizations that are used in a single dashboard are migrated with their header and color configurations. Visualizations that are used in multiple dashboards lose their header and color configurations.
- Show Distribution
- Show Bullet chart
- Year view
- Highlighting based on
Compatibility mode migrations
Migration in compatibility mode means that all of the dashboard's original artifacts are inserted into the migrated dashboard in iframes. The original content is not changed or moved.
Dashboards with any content that is not a Performance Analytics widget, report, or interactive filter, including all custom interactive filters, custom content blocks, gauges, and gadgets, are migrated in compatibility mode, as iframes.
Generic configurations
- Sort by dot-walked fields
- Reporting on variables/questions
- List default drilldown view configured in Report Designer
- Breakdown element = empty for breakdowns based on choice field
- Sort by Performance Analytics 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
- Hierarchy breakdown support on filters/data visualizations
List scorecard configurations
- Show Key indicators
- Filter based on: Best Performing, Worst Performing, Improved, Deteriorated
- Different follow filters on additional indicators
Other scorecard configurations
Scorecard widgets with multiple widget indicators that have different time series aggregations are migrated in compatibility mode.
Reports
- Control
- Trendbox
- Histogram
- Funnel
- Pyramid
Performance Analytics widgets
- Workbench
- Text Analytics
- Treemap
- Previous period charts
- Spider
- Funnel
- Pyramid
- Relative compare