Merging or Importing Workbooks Using the Context Menu

Existing workbooks can be imported into another open workbook, merging their dashboards together.

For example, the How to Actions workbook has eight dashboards, while How to Drill has two dashboards. Follow the steps below to import the eight dashboards and the associated data tables of How to Actions to How to Drill.

Steps:

1.     Check the boxes of multiple workbooks either:

·         on the Grid View, or

 

·         on the List View

 

2.     Click Merge on the Context Menu.

The Select to Merge Target dialog displays.

3.     Select the target workbook (i.e., How to Drill) where the dashboards will be imported.

4.     Click .

The dashboards and data tables from How to Actions are now added to the How to Drill workbook.

 

NOTE	Dashboard parts and actions, that reference a data table that needs a new Id/name, will update the data table reference to point to the correct one.