Export Dashboard Mapping Option in Reporting

Updated 

Sprinklr Reporting dashboards have a way to give you an export of mapping with the list of the dimensions and fields that you could use in your API call to make the query. These mapping will be used in the case when you are recreating the widgets in BI tools such as Tableau, Google Data Studio. 

Export Dashboard Mapping will generate a field mapping in CSV or excel sheet for that Dashboard. 

To learn more about getting this capability enabled in your environment, work with your Success Manager. Note that, Export Dashboard Mapping Option in Reporting is a Dynamic Property controlled capability and you are required to send an email to support to enable it. 

To Manage Permissions for Export Dashboard Mapping

  1. Click the New Tab icon Space Add New Tab Icon. Under the Governance Console, click All Settings within Platform Setup.

  2. In the Platform Settings window, select Workspace Roles or Global Roles within Manage Workspace or Manage Customer, respectively.

  3. In the top right corner of the Roles (Settings) window, click Create Role.

  4. In the Add Role window, under Select Permissions, search and select 'Export Dashboard Metadata' and click Save in the bottom right corner.PlatformSettings_SelectPermissions_Reporting_ExportDashboardMetadata.png

To Export Dashboard Mapping in Reporting Dashboards

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Reporting within Analyze.

  2. Either select the desired dashboard from the Dashboards Home window or click the Dashboard Menu icon Space_Icon_Dashboard_Menu.png in the top left corner and select the dashboard that you would like to export.

  3. Click the Options icon Space_Icon_Options (Horizontal).png in the top right corner of the Reporting Dashboard, and select Export Dashboard Mapping.ModernEngagement_ReportingDashboards_ExportDashboardMapping.png

  4. After selecting the export dashboard mapping option in the desired reporting dashboards you will receive an in-platform notification saying, Dashboard metadata exported successfully for Dashboard: dashboard-name.

  5. Click the Notifications icon Space Notifications Icon in the top right of the navigation bar.

  6. In the Notifications pane, Click to download file to export dashboard mapping with the list of the dimensions and fields.ModernEngagement_ReportingDashboards_ExportDashboardMapping_Notifications.png

Result

The downloaded CSV sheet with mapping will have the following fields in it: 

  • Display Name

  • Field Name

  • Field Type

  • Report Name

  • Report Engine

  • Report Engine Display Name

  • Description

  • Filters used 

Note

If the dashboard has multiple tabs then the CSV file will have different sheet tabs as well containing a list of widgets and their metrics/dimensions. 

ModernEngagement_ExportDashboardMapping_Results.png