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Import and Export a Dashboard

On this page

  • Import a Dashboard From a File
  • Export a Dashboard to a File

You can export a dashboard to a file, which you can then import. Use this feature to:

  • Import exported charts into the same or a different project

  • Store your dashboard outside of Atlas Charts

You can import a dashboard from a file on the Dashboards page.

The file to import:

  • Can't be larger than 16 MBs

  • Must be a valid .charts file that you downloaded from a dashboard

To import a dashboard from a file:

1

From the Dashboards page, expand the Add Dashboard dropdown menu and select Import Dashboard.

2

In the Import Dashboard modal, drag and drop the file to import or click Choose File and select the file to import.

3

Click Next.

4

Click the pencil icon under Data source at destination.

5

Select the Data source at destination for each Data source in file.

The Import Dashboard modal displays a list of all of the data sources you are importing under the Data source in file column.

To connect each data source from your imported dashboard to a data source in your destination project, choose one of the following options under the Data Source at Destination column:

Option
Description
Connect later
Option to choose the data source to use later. Atlas Charts imports all charts using the Data source in file, but no data source is selected. The charts don't render until you edit each chart and choose a new data source.
Connect now

Option to select any data source in your project. The data source you select is used instead of the Data source in file for charts imported in to the dashboard.

If Atlas Charts detects that a data source in your imported dashboard is the same as the data source in your destination project, that data source is selected by default. Otherwise, Connect later is selected by default.

To select a data source:

  1. Select a deployment from the first dropdown.

  2. Select a database from the second dropdown.

  3. Select a data source from the third dropdown.

  4. Click Save.

Exclude charts using this data source
Option to exclude charts that use the Data source in file. Charts that use the Data source in file won't be imported.
6
  • Save to import the dashboard.

  • Save and Import Another to import this dashboard and import another dashboard from a file.

  • Cancel to exit the modal without importing the dashboard.

Import Dashboard modal.
click to enlarge

You can export a dashboard to a single file named <Dashboard-Title>.charts. You can export a dashboard from the Dashboards page or from the dashboard itself.

To export a dashboard:

1

If you are on the Dashboards page, click the ellipsis (...) for the dashboard you want to export. If you are already viewing a specific dashboard, click the ellipsis (...) in the top right corner.

2

Click Export as .charts.

The <Dashboard-Title>.charts file contains the metadata for the dashboard, including:

  • Dashboard name and description

  • Dashboard layout including location of the charts in the dashboard

  • Chart definitions

  • Dashboard filter definitions

  • Details of the data sources used on the charts including:

    • Cluster name

    • Database name

    • Collection name

  • Embedding settings for each chart including:

    • Whether each embedding type is enabled or disabled

    • Filter allow list

    • Injected filter code

The <Dashboard-Title>.charts file does not include:

  • Dashboard permissions

  • External sharing settings for the data sources used

  • Data source pipelines

  • Chart embedding IDs

You must have Viewer or higher permissions to export a dashboard.

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