Content not migrated or migrated in compatibility mode
Summarize
Summary of Content Not Migrated or Migrated in Compatibility Mode
The migration to the new Platform Analytics experience generally succeeds, but certain dashboard content may not be fully migrated or may be placed in compatibility mode as embedded content (iframes). This affects some visualizations, filters, and configurations, particularly those that are incompatible with the new platform. The Migration Center aids in updating incompatible content during releases.
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Key Features
- Non-Migrated Configurations: Generic dashboard configurations, such as dashboard groups, widget header colors, and various filter types, are not migrated.
- Visualization Limitations: Certain visual elements like export options for charts, report drilldowns, and specific scorecard elements are not transitioned fully.
- Compatibility Mode: Original dashboard artifacts are retained in iframes, which may lead to performance issues and limited functionality for custom interactive filters.
- Partially Migrated Features: Some features, like report drilldowns and sorting options, are available in compatibility mode under specific conditions.
Key Outcomes
Customers can expect that while most content will migrate properly, they may encounter limitations with certain configurations and visualizations. It is crucial to be aware of which elements are affected to manage performance effectively and to utilize the Migration Center for updates on incompatible content as they become available. If critical functionalities are required that do not perform well in compatibility mode, consider reverting to the Core UI version.
Most dashboard content is migrated to the new Platform Analytics experience. 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
- Dashboard groups
- Widget header and title colors
- Widget title alignment
- Group filter
- Debug filter
- Filter user preferences from dashboards
- Cascading filters that support the Choice > Choice configuration
- Export to PNG/JPEG on the chart itself from dashboard
- Report drilldown into another report on partial migrations.
Report drilldown into another report is supported on full migration.
- Progress bars for Percent Complete fields in Simple list visualizations.
- Restriction of dashboard access to specific roles.
- Data tables under data visualizations
- Show Distribution
- Show Bullet chart
- 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.
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
- Report drilldown into another report
Migrated in compatibility mode on partial migrations. Report drilldown into another report is supported on full migration.
- 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
- Timeseries PA breakdown: top X elements
- 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
- Box
- Pareto
Can be migrated with the latest store update.
- Histogram
- Funnel
- Pyramid
- Geomap
Performance Analytics widgets
- Workbench
- Text Analytics
- Treemap
- Previous period charts
- Spider
- Funnel
- Pyramid
- Pareto
Can be migrated with the latest store update.
- Relative compare