Powerviz
  • Introduction
  • Installation Guide
    • Install from Appsource
    • Import through file
    • Adding the Powerviz visuals as Organization visuals
  • Date Picker
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Calendar
      • Formatting
      • Date Picker Button
      • Default Selection
      • Date Selector
      • Presets
      • Selection Controls
      • Date Range
      • Invalid Dates
      • Weekends/Holidays
    • Themes
      • Default Theme
      • Custom Theme
  • Sunburst
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Chart Options
      • Data Colors
      • Fill Patterns
      • Arc Settings
      • Labels
      • Sorting
      • Ranking
      • Center Circle
      • Leaf Label Images
      • Conditional Formatting
      • Show Condition
      • Annotations
      • Grid View
    • FAQ
  • KPI
    • Introduction
    • Get Started
    • Format Pane
    • Edit Mode - Introduction
      • KPI Charts
        • Advanced Text
        • Bar Chart
        • Lollipop Chart
        • Line Chart
        • Area Chart
        • Combo Chart
        • Donut Chart
        • Pie Chart
        • Linear Gauge
        • Liquid Gauge
        • Radial Gauge
        • Bullet Chart
        • Waterfall Chart
        • Icon
        • Image
        • Shape
      • Templates
      • Small Multiples
      • Actions
      • Import/Export
  • Activity Gauge
    • Introduction
    • Get Started
    • Format Pane
    • Advance settings: Introduction
      • Gauge Options
      • Target
      • Data Colors
      • Fill Patterns
      • Labels
      • Ranking
      • Sorting
      • Center Circle
      • Mouse Over Text
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Annotations
  • Funnel Chart
    • Introduction
  • Horizon Chart
    • Introduction
  • Ridgeline Plot
    • Introduction
  • Rose/ Donut/Pie Chart
    • Introduction
  • Word Cloud
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Word Options
      • Data Colors
      • Shapes
      • Text Style
      • Direction
      • Ranking
      • Exclude
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Lasso and Reverse Lasso
  • Linear Gauge
    • Introduction
  • Filter
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings - Introduction
      • Filter Settings
      • Cell Style
      • Cell Colors
      • Title Bar
      • Column Headers
      • Image Styling
      • Default Selection
      • Conditional Formatting
      • Import/Export
      • Templates
  • Lollipop Chart
    • Introduction
  • Heatmap
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Shapes
      • Data Colors
      • Data Labels
      • Axis Settings
      • Grid Lines
      • Sorting
      • Plot Area
      • Reference Lines
      • Ranking
      • Totals
      • Small Multiples
      • Conditional Formatting
      • Show Condition
      • Grid view
      • Lasso and Reverse Lasso
  • Network Graph
    • Introduction
  • Sankey Chart
    • Introduction
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On this page
  • Import Templates
  • Export Templates
  • Summary of Key Steps
  1. KPI
  2. Edit Mode - Introduction

Import/Export

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Last updated 1 month ago

The Import/Export functionality allows users to seamlessly manage templates by importing pre-existing configurations or exporting newly created templates. This feature simplifies the process of reusing templates and sharing them across different reports or teams.

Import Templates

The Import option lets users load templates into the visual using two methods:

1. Upload a JSON File

  • Click on the Upload button.

  • Browse and select the JSON file containing the template configuration.

  • Once uploaded, the template settings will be applied to the visual automatically.

2. Paste JSON Code Directly

  • Copy the JSON code from an external source.

  • Paste the code directly into the provided window in the Import section.

  • Click Import, and the template will be loaded.

Export Templates

The Export option allows users to save their customized templates for future use.

Steps to Export a Template

  1. Name: Provide a unique name for the template.

    • The name will help identify the template when reusing or sharing it.

  2. Description (Optional): Add a short description to explain the purpose or details of the template.

    • This is especially useful for keeping notes or sharing templates with others.

Dataset Configuration

When exporting a template, it is essential to configure the dataset details to ensure accurate replication of the template’s functionality.

1. Dataset (Columns and Measures)

  • Assign the measures and columns used while creating the template.

  • This ensures that the template is tied to the correct fields for seamless application.

2. Template Field Name

  • Provide the name of the field used in the template.

  • For example, if the template involves a "Sales" field, name it appropriately to ensure clarity.

3. Type

  • Define whether the field is a category, value, or measure:

    • Category: Represents categorical data (e.g., Product Name, Region).

    • Value: Represents numerical data or metrics (e.g., Total Sales).

    • Measure: Represents calculated fields or DAX measures (e.g., Profit Margin).

4. Template Field Name (Reference Name)

  • Assign a reference name for future use.

  • This helps maintain consistency when reusing or applying the template in other visuals or reports.

5. Notes (Optional)

  • Add any additional notes about the field or its use case.

  • For example: "Use this field for filtering sales data by region."

  • These notes provide guidance for users who might use the template later.

Summary of Key Steps

  1. Importing Templates: Choose between uploading a JSON file or pasting JSON code directly.

  2. Exporting Templates: Name the template, optionally add a description, and configure the dataset details.

  3. Dataset Configuration: Specify field names, types, and reference names to ensure the template works correctly across different datasets.

  4. Notes (Optional): Provide additional context or instructions for template use.