Report Sets
To import report set from other instances located from a local zip file or paste an XML statement. In this section, we will discuss the two ways a report set can be imported into SplashBI Excel Connect.
User can import report set by clicking on 'Import Report Set'
Icon.Zip File Method
The main purpose for importing report set using the zip file method is for exporting custom report set created in one instance and importing those custom report set into another instance. For example, the production instance.
This saves time and makes the functionality of moving from one instance to another easy as possible for the end user(s). When the user clicks on the import icon, a pop up window will launch.
Make sure 'Browse' is selected and click on 'Select files...' Icon. Select desired file to import into SplashBI Excel Connect
Paste XML Method
SplashBI has a second method called Paste XML. This method was designed for migrating one report from one instance to another.C
Similar to importing several reports using the zip method, the user will choose the 'Import' button. The user will click the Paste XML radial button instead of the 'Browse ZIP' radio button
User can paste the XML content in the text area provided and click on OK.
After clicking on OK the end user will receive a confirmation from the instance that the report was imported.
Browse XML Method:
In this method the user can upload the xml file by selecting Browse XML radio button.
Now click on the browse button and select the desired xml to be imported.
