Import Visualizations

Before You Begin: You must have access to the Data & Analytics feature to import visualizations.

You can use the Import functionality to migrate a visualization from one environment to another as well as import a visualization that was created by another user.

To import a visualization:

Note: You can only import visualizations that were exported from Dayforce in PBIX format.

1. Go to the Ad Hoc Reports tab in Data & Analytics > Reporting & Analytics.
2. Click the report that you want to import the visualization to and then click Run.
3. Click Visualize.
4. In the toolstrip, click Import.
5. Important: It is your responsibility to ensure that the file you are importing is from a trusted source. Failing to do this can result in a potential security breach.
5. In the Import dialog box, click Select file and select the file you want to import.
6. Select the Overwrite the existing visualization checkbox in the Consent section of the Import dialog box.
7. Note: To import a visualization, the Overwrite the existing visualization checkbox must be selected. When selected, the imported file overwrites the existing visualization. The overwritten visualization cannot be retrieved after you import a visualization.
7. Click Import.
8. Note: The Import button is enabled after you select the Overwrite the existing visualization checkbox. When the checkbox isn't selected, the Import button is grayed out.