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We had an interesting question posted to us recently. Can the dashboards created in one IDEA project be reused in another IDEA project?
The answer is, well, no – but sometimes, yes.
Generally, the dashboard in one IDEA project is using database files and fields that are not in other IDEA projects. The dashboards would not be compatible. But in some cases, yes, the dashboards could be reusable. If you are looking at basically the same data but in different data ranges, then you may be able to reuse an existing dashboard.
The key question to ask yourself is this: Do both IDEA projects have databases with the same fields and data types? If the answer is yes, then you can save time and improve your efficiency by reusing dashboards created in the previous project. For example, if you are performing a routine analysis that you do every month or every year, you might find it handy to reuse the dashboards.
In our example, we analyzed an accounts payable file from the year 2005 and created a set of dashboard panels. That was “Project 1.” Now we want to analyze the accounts payable file from the same enterprise system, but for the year 2006. This will be “Project 2.” The two IDEA databases contain the same fields, just different transaction records.
Again –the new project must contain databases that use exactly the same files names, fields, and data types as the initial project in which the dashboard was first created.
If you have questions about this, or other IDEA functions, please give our help desk a call at
888-641-2800 Option 4. Or email us at [email protected]