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Procedure documentationImporting a Dashboard Package Locate this document in the navigation structure

Procedure

SAP Business One partners and your own IT department can develop industry-specific and company-specific dashboards and queries. To use these dashboard packages, you need to import them into SAP Business One.

  1. From the SAP Business One navigation panel, choose   Modules   Administration   Setup   General   Dashboard Manager  

  2. In the Dashboard Manager window, choose the Import button.

    The Import Wizard window appears.

  3. To import a package of dashboards and related queries, choose Next.

  4. In Step 1 of the wizard, you select a dashboard package file in your file system. In the Open window, select the name of the dashboard package file (with .zip extension) and choose Open.

    The name of the file appears in the Dashboard Package field.

  5. To continue, choose Next.

    Information about the dashboard package appears. This information is stored in the info.xml file in the dashboard package.

  6. To continue to Step 2 of the import wizard, choose Next.

  7. If the dashboard package contains queries, the Import queries in this package checkbox is selected by default. If the dashboard package does not contain queries, you receive the message: There are no queries in this package. If a query in this package is linked to more than one dashboard, you receive the message: A query cannot be linked to more than one dashboard. Ensure that it is linked to one dashboard only.

    A table containing the query category, name, and status appears.

  8. To import the dashboards and queries in the package, choose the Execute button.

    Step 3 of the import wizard appears. You receive one of the following:

    • Confirmation that the dashboards and queries were imported successfully.

    • Notification that the import failed and the reason for the failure.

  9. To end the wizard, choose the Close button. If the import was successful, you can now set up user authorizations for the new dashboards in the package.

More Information

Working with Dashboards