Migrating objects to workbooks

You can select any object (connection, dataset, chart, dashboard) for migration and perform it by transferring or copying.

Migration by transferMigration by transfer

When this migration type is selected, the object is transferred to the workbook along with all related objects:

• Original objects are not saved in the folder.
• Object IDs remain the same.
• Links to objects do not change and lead to the workbook.

During migration, DataLens finds linked objects recursively across all links. Therefore, you to start your migration from any object. For example, from a dashboard. DataLens will find all linked charts, datasets, and connections. Then, it will perform a search for links for the objects it has found. Once finished, the service will prompt you to place all found objects in a workbook.

Migration by copyingMigration by copying

If the original object is to be saved in a folder, it can be copied to a workbook along with its linked objects:

• Original objects remain saved in the folder.
• New IDs are generated for the copied objects.
• Links to objects do not change.

You can start copying from any object. Unlike in a transfer, linked objects are searched down the hierarchy starting from the dashboard:

• Charts residing on the dashboard as well as the datasets and connections they are linked with are copied with the dashboard.
• The dataset and the connection to which the chart is linked are copied with the chart.
• The connection on which the dataset is built is copied with the dataset.
• The connection is copied separately.

DataLens will suggest placing the objects it finds into a single workbook.

How to migrate to a workbookHow to migrate to a workbook

To copy or transfer an object to a workbook:

1. Find the object you want to transfer or copy to a workbook on the navigation page.
2. Click next to the object and select Migrate to workbook.
3. Select a migration method and click Select.
4. In the window with a list of linked objects, click Next.
5. In the window that opens, select the workbook to which you want to transfer or copy objects and click Move. To transfer or copy objects to a new workbook, click Create a workbook.
6. In the Manage access window, configure workbook permissions and click Close.

Copying a workbookCopying a workbook

If after migration you want your workbook to include only certain transferred objects, you can create a copy of the workbook and clear it of all unwanted objects.

Let's create a workbook with a dataset. For source objects, we will use a ready-made dataset of a fictitious company from DataLens Marketplace.

1. On the navigation page, find Sample Superstore Dataset.

2. Click next to this dataset and select Migrate to workbook.

3. In the window that opens, you will see a list of linked objects that will be transferred.

   

4. Click Migrate.

5. In the window that opens, click Create workbook. Enter a name, such as Sample Superstore All, then click Create. Select the new workbook in the Collections and workbooks list and click Move.

6. In the Manage access window, configure workbook permissions and click Close.

   After the migration, the Sample Superstore All workbook with the transferred dataset and linked objects will open.

   

7. Create a copy of your workbook:

   1. In the top-right corner of the workbook page, click Copy.
   2. In the window that opens, select the target collection and click Copy. To copy the workbook to a new collection, click Create collection.
   3. Enter a name for the new workbook, such as Sample Superstore Copy, then click Copy.

8. In the Sample Superstore Copy workbook, go to the All objects tab and delete everything except Sample Superstore. Connection and Sample Superstore Dataset. To do this, click next to each object and select Delete.

Now your Sample Superstore Copy workbook only contains the connection called Sample Superstore Connection and the dataset called Sample Superstore Dataset. You can create charts and a dashboard in the workbook.