How the document reconciliation process works

All the parts of a document whose definition explicitly references a dataset need reconciliation. These include the datasets and the dataset objects on those datasets. Dataset objects include metrics, attributes, consolidations, and custom groups.

The original project is the project that you export the document from; the replacement project is the project that you import the document into.

Document reconciliation has the following stages:

• Stage 1 reconciliation: datasets

  You map each original dataset to a replacement dataset.

• Stage 2 reconciliation: dataset objects

  For each dataset, you map each dataset object on the original report to a replacement dataset object on the replacement dataset. An original dataset object that exists in the replacement report is automatically mapped, but you can select another replacement object. Objects are matched by GUID, then by name.

• Stage 3 reconciliation: attribute forms

  (Attribute form reconciliation occurs only in certain cases, depending on the document's design.)

  For each attribute, you map each attribute form (such as Region Name and Region ID for the Region attribute) from the original dataset to the attribute form on the replacement dataset. An ID or DESC attribute form in the original is automatically mapped to an ID or DESC form in the replacement, but you can select another replacement attribute form, as long as it is an ID or DESC form. A custom attribute form in the original can be mapped to any custom attribute form in the replacement.

Reviewing after reconciliation

After reconciliation, you should review the resulting document to ensure that it works as you expect it to. Potential additional work that you may need to perform includes:

• For Interactive Grid widgets and Time Series widgets for mobile devices, settings that refer to dataset objects in the underlying Grid/Graphs are not updated. An example is the interval settings of the Time Series widget.

• Images are not included in the portable document. You must copy any image files to the following folders:

  • Intelligence Server

  • Web ASPx\asp

  • Developer

• The original attribute in attribute element qualifications in thresholds and view filters is replaced by the replacement attribute, but attribute elements are not updated. After reconciliation, edit the threshold or view filter to ensure that the correct attribute form is used.