Migrating objects to workbooks from folders
Note
- If you do not see Collections and workbooks in the panel on the left, enable workbooks and collections in your organization.
- To migrate objects, a user must have the
datalens.adminrole. - To transfer your workbook between installations or organizations, use the export and import tool.
You can migrate any individual folder object (i.e., a connection, dataset, chart, or dashboard) by either transferring or copying it.
Note
If you want to keep only some of the workbook objects after migration, create a workbook copy and remove any redundant items.
How to migrate to a workbook
To copy or transfer an object to a workbook:
- Find the object you want to transfer or copy to a workbook on the navigation page.
- Click next to the object and select Migrate to workbook.
- Select the migration method and click Select.
- In the window with the list of linked objects, click Next.
- 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.
- In the Manage access window, configure workbook permissions and click Close.
Migration methods
Migration 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 search for the links of the objects it found. Finally, it will prompt you to put all the objects it found into a single workbook.
Warning
- Objects within a workbook cannot be migrated back to a folder.
- Right after the migration, all access permissions for the transferred objects get canceled, and you become the sole workbook administrator and can assign access permissions to other users and user groups.
Migration 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 prompt you to put the objects it found into a single workbook.
Warning
Copying the Files, Google Sheets, and Yandex Documents connections is not available.