SAP Knowledge Base Article - Public

2258602 - How to transfer Dashboard tiles from one instance to another?

Symptom

  • This article explains the procedure to transfer Dashboard 2.0 tiles from one instance (Source) to another (Destination)
  • The procedure applies to all tiles - Standard, Custom and tiles built with the 'Tile Builder'

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental

Environment

  • SuccessFactors HCM Core
  • Dashboards

Resolution

Downloading the tile from the Source instance:

  1. Navigate to 'Manage Standard Dashboards and YouCalc Files' in the source instance. 
    Admin Center> Search Tools > Manage Standard Dashboards and YouCalc Files. 
  2. Click the ‘Take Action’ dropdown for the tile you are interested in and click 'Download'.

    Source.png

  3. Unzip the downloaded file 'YouCalcModel.zip'
    The folder YouCalcModel will have an ‘epix’ file in it.
    This is required to proceed further.

Uploading the tile to the Destination instance

  1. Navigate to 'Manage Standard Dashboards and YouCalc Files' in the source instance 
    Admin Center> Search Tools > Manage Standard Dashboards and YouCalc Files 
  2. Choose ‘Upload Custom YouCalc File’

    destination.png


  3. Browse and choose the ‘epix’ file that was just extracted from the Source instance
  4. Provide a name and description for the tile and complete the upload process

See Also

2710327 - Tile Builder tile changes to a custom tile when transferred (export -> import)

Keywords

Transfer Dashboard tile , KBA , LOD-SF-ANA-DSH , Dashboard and YouCalc , How To

Product

SAP SuccessFactors HCM Core all versions