Migrate a dashboard context

With MashZone NextGen version 10.3, the aggregation settings for numeric KPIs in context-based dashboards have been changed.

If you want to edit a dashboard that uses an older context, you must manually migrate the dashboard context to the current context version. The Context migration dialog opens, informing you that you must migrate the dashboard context.

During context migration, all numeric columns are automatically deleted and for each PPM KPI the initial column is created again. You must reassign and reconfigure the data columns in the data assignment (Assign data (2/2) dialog) for each widget.

Procedure

  1. Click Yes in the Context migration dialog to configure the context settings. The Edit Process mining context dialog opens.
  2. Edit the context settings.
  3. Click OK to save your changes.
  4. Software AG recommends that you save your dashboard as a copy to keep the settings of your old dashboard.
    1. Click Mange > Save as in the dashboard main menu.
    2. Make your settings.
    3. Click Save.
  5. Click an inserted widget on the dashboard. The relevant properties dialog is displayed. The Assign data (2/2) dialog opens.
  6. Reassign the relevant data columns and specify the column options.

    To specify the KPI value aggregation, click an assigned measure and select an aggregation type in the Aggregation drop-down menu.

    If you assign a measure column twice and you select different aggregation types, you must change one of the column names.

  7. Click OK to save your settings.

Your settings are applied and the dashboard context is migrated.