Migrate dashboards that you own

  • Release version: Zurich
  • Updated May 14, 2025
  • 1 minute to read

    • Migrate dashboards that you own, including reports, interactive filters, and Performance Analytics widgets to Platform Analytics experience.

    Before you begin

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

    About this task

    To learn about migration and its benefits, see Platform Analytics Migration Center.
    Note:
    You cannot use update sets to move the migrated material from a non-production instance to a production instance. Test the migration on the non-production instance and then use Migration Center functionality to migrate the production instance.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.

    Procedure

    1. Navigate to All > Self-Service > Dashboards.Personal dashboard showing the individual migration banner.
    2. Select the dashboard that you want to migrate.
    3. Select Switch to Platform Analytics experience.
      This converts the dashboard from Core UI to the new experience, marks the old version Inactive, and opens the converted dashboard.

    Result

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

    What to do next

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

    To roll back a migrated dashboard, select the More actions menu (More actions menu icon) and choose Switch to the Core UI.
    More actions menu with Switch to the Core UI option highlighted