How to use same reports and dashboard but with data from another database?

HI Edgardo,

It sounds like you are trying to use a single report, but dynamically switch between different datasources. Is this what you are trying to do? If so, then this is not possible. If you are trying to simply use the same reports and dashboards on the same yellowfin instance, then you could export them and then re-import them again, but modify the Datasource on the import.

We have a wiki link which explains this process here. This also applies if moving the reports or dashboards to a different yellowfin install. Please take a look at the Wiki and see if this helps achieve what are looking to do. Also below is a screen shot of what the settings options to configure during the import.

During the import you can either Add or Overwrite, which I beleive will cover what you are looking to do, however you will have 2 copies of the same report etc, but using different datasources. I would suggest playing around with this first on a Dev environment to make sure the process of exporting and importing makes sense.

Let me know if you need anything else and whether or not this is what you are looking to do.

Regards,

Paul

Hi Edgardo,

I believe I understand what you are trying to achieve. So you have customers databases which are the same (Same type, schemas, tables, columns) etc and you want to be able to create reports and dashboards, which you can use on any of these, by simply changing the connection details?

Is so, then this is possible by simply changing the Datasource details (As long as the info is the same as above). I have attached a quick video, showing you how I have done this where I have a report using a specific view / datasource for which I then go into the datasource and point it to another database (in this case just the name, but you could change the Hostname, port etc), save the datasource and then reload the report and the information has changed.

Obviously this is not something you would do in a production environment where you just change details on the fly, but for the purposes of what you are trying to achieve I believe this would work well.

Please let me know if this would achieve what you would need to do?

Thanks,

Paul

Hi Edgardo,

Hope you're having a good week.

Just wanted to check-in and see how it's all going. Was there anything you were needing from me to help get this resolved?

Regards,

Paul

Hi Edgardo,

That sounds great and glad it has worked for you the way you wanted it to.

I will close this question off for now, but as always, if you need anything else, please keep in touch.

Regards,

Paul