Migrating dashboards from Cognos Dashboards to Cognos Analytics

Migrate dashboards from Cognos Dashboards to Cognos Analytics to use the additional functions that Cognos Analytics offers.

Before you begin

You must ensure that you are using the latest version of Cognos Analytics. You can migrate dashboards from Cognos Dashboards to only the latest version of Cognos Analytics.

Procedure

  1. Go to the dashboard that you want to migrate.
  2. Open the Board Specification dialog by pressing Ctrl + q + /.
    Note: If you are using a Cognos® Edge browser, you must press the keys in a different order to work around a default browser setting. For example, press the q + Ctrl + / together in that order.
  3. Select the entire text in the Board Specification dialog and copy this text to the clipboard.
    Warning: Do not modify the board specification text in any way. If you modify the specification, the dashboard does not work.
  4. Close the Board Specification dialog.
  5. Run the Cognos Analytics application into which you intend to migrate the dashboard.

    For example, run Cognos Analytics on Cloud Pak for Data.

  6. Create a dashboard on Cognos Analytics.
  7. Open the Board Specification dialog by pressing Ctrl + q + /.
    Note: If you are using a Microsoft Edge browser, you must press the keys in a different order to work around a default browser setting. For example, press q + Ctrl + / together in that order.
  8. Delete the existing contents of the Board Specification dialog.
  9. Paste the contents of the clipboard into the Board Specification dialog, then click Update.

    The dashboard now shows all the visualizations and filters from Cognos Dashboards in an error state, and an extra error message that states that the data preparation did not successfully complete. This error message is normal, and indicates that you need to relink your data sources.

  10. Relink your data sources to complete the migration.

    To relink a connected data asset, you need to use the appropriate data module, or create the appropriate data module if it is not available.

    For each data source, relink the data source as follows:

    1. Click the Sources icon Sources icon.
    2. Click the Actions icon Actions icon that is next to the data source.
    3. Click Relink and browse to the data source that you want to use.

      Make sure that the data source that you use in Cognos Analytics is similar to the original data source in Cognos Dashboards.

    After you relink your data sources, the dashboard visualizations and filters appear the same as your original dashboards in Cognos Dashboards.