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Copy a data stream/dashboard to another Workspace
In order to share a Data Stream from one Workspace to another within one Account, you need to follow the following steps:
(Have in mind that the steps for copying TotalConnect data streams and API data streams are different.)
I. TotalConnect steps:
- Create a template of the TotalConnect data stream of your choice and share it at the account level.
The data stream template will be visible and accessible in any of the Workspaces within the same account.
(If the TotalConnect is of the Generic type, you will have to share the Generic data bucket to the target Workspace as well.)
1.1 Select the Data Stream >> More >> Create Template >> Share at Account level
- Go to the Workspace that you want to copy the data stream to and click on Add New.
2.1 Select the appropriate Data Stream type.
2.2 Select the appropriate Data Stream template (which will copy the mapping and transformers).
2.3 Enable Update Entities' Attributes When They Change (and Override Dimension Hierarchies) if needed.
- Uploading the existing data statistics to the New data stream at once.
3.1 Go to the Analyze & Act section in the workspace where the original data stream is located >> Reports >> Add new.
3.2 Create a Report with all the already uploaded data to the original data stream.
a. Time Period - Select the date range that corresponds to the data you want to transfer to the new data stream.
b. Measurements - Select the measurements of the original data stream.
c. Dimensions - Select the dimensions of the original data stream.
d. Filter - Filter by the original data stream so that only data from that stream will be pulled to the report.
NOTE: When you pull the report, you have to change the header names within the report to match the exact names of the original files that have been uploaded so that the mapping will read the file correctly.
3.3 Upload the Report to the new data stream.
For more information on setting up reports, please refer to the following article:
II. API steps:
- In the target workspace, create a new data stream with the needed API type.
- Insert the same Credentials, website/account/etc. as in the original data stream.
- Enable the exact same properties and settings as in the original data stream.
- Adjust the default mapping to be exactly the same as the original data stream.
- Finally, when the new data stream has been set up, let me know what date range to reprocess it for.
Copying a dashboard page from one workspace to another cannot copy the data streams that it uses. When you copy any dashboard page, it basically transfers it into the place you specify as a shell/template. All the metrics and filters are kept but if the workspace where the dashboard page is copied to does not have the same dimensions/metrics/data streams (with the same names), they will disappear from the settings of the respective widgets and filters.
For more information on how to copy your dashboards/page to another workspace, please refer to the following article:
As always, if you have any concerns, do not hesitate to let us know