Importing and Exporting Accolade Charts

Accolade provides Administrators and Process Designers the ability to export charts settings and configuration from one Accolade environment and import them into another Accolade environment. For example, your company may have separate test and production environments or company branches hosted in separate Accolade instances. Instead of having to recreate online charts in each environment, download the information and import into a different environment.

The download exports the chart configuration into a spreadsheet file with the information grouped into the following tabs within the file:

• General Settings
• Bar Chart
• Pie Chart
• Bubble Chart
• Grouped Bar Chart
• Stacked Bar Chart
• Radar Chart
• Line Chart by Columns Chart
• Line Chart Trends Chart
• Access Groups
• Cycles

To export chart settings:

1. From the System menu, select Content Source > Charts & Reports Manager.
2. Select the charts and reports that you want to download.

To narrow the list by chart name or system name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.

To narrow the list by category, select a category to display in the Category list. To download all charts and reports, select All.

3. Click Download in the top right corner of the page.

Accolade downloads all configured charts and reports in four separate spreadsheet files within a zip file, and saves it to a temporary internet files directory. Charts settings are downloaded to a workbook titled CHART_Workbook.xlsx and reports are downloaded separately in a workbook titled RPT_Workbook.xlsx. Save the file to a more accessible location.

Note:  Only components to which you have view and/or edit configuration access group rights will download. Components you can only view may be included in the file, but you can only upload changes to areas to which you have explicit edit permission.

To import chart settings into Accolade:

Important! In order to successfully import a chart, the report source the chart is built upon must exist in the environment prior to upload.

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any charts that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Content Source > Charts & Reports Manager.
4. Click Upload in the top right corner of the page.
5. Click Load File and select the spreadsheet file to load. The file name must be prefixed with 'CHART_' in order to successfully upload.
6. Click Upload File.

Accolade uploads the changes to the existing charts in the spreadsheet, and adds any new charts with unique system names.

7. (Optional) Click Print to print the import results for your records.

Note:  Components that are imported are subject to group configuration rules. The user may assign components in a way that the configuration access groups are not consistent. This behavior is not allowed in the UI, and mismatches in either the user's access rights or the component's access group restrictions may result in warning or error messages during the upload, and may result in an incomplete upload.

Chart Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each chart in the order listed below. For a description of each chart setting, see the individual chart topic links in Creating Charts from Report Data Overview.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• General Settings

  The General Settings worksheet contains the settings for all charts being imported. The columns correlate to the specific chart configuration fields upon chart creation.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Name	Any	If blank, the chart does not upload.
  Chart Type	Sopheon.Accolade.Models.Domain.Charts.BarChart Sopheon.Accolade.Models.Domain.Charts.BubbleChart Sopheon.Accolade.Models.Domain.Charts.GroupedBarChart Sopheon.Accolade.Models.Domain.Charts.LineChartByColumns Sopheon.Accolade.Models.Domain.Charts.LineChartTrends Sopheon.Accolade.Models.Domain.Charts.PieChart Sopheon.Accolade.Models.Domain.Charts.StackedBarChart Sopheon.Accolade.Models.Domain.Charts.RadarChart	If blank, the chart does not upload.
  Report Source	Valid online report system name	If blank, the chart does not upload.
  Display Title	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Category	Alphanumeric characters	If a new, unique category name exists in the file when uploaded, a new category is created. If left blank, the chart is placed in the Default category.
  Description	Any	Can be blank.
  Owners	Valid user system ID	Use the format with which the user accessed Accolade, such as domain\username or username@domain.com. Separate each additional owner with a pipe ( | ) character. If blank, the chart does not upload.
  Roles	Valid Accolade user role	Separate each role with a pipe ( | ) character. Can be blank.
  Available to Charts & Reports	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Available to Configuration	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Bar Chart

  The Bar Chart worksheet contains the settings for the bar charts being imported. The columns correlate to the specific bar chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Grouping	Valid report column system name	If blank, the chart does not upload.
  Display Grouping Axis Label	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Bar	Valid report column system name	If blank the chart does not upload.
  Display Bar Axis Label	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Show Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Display Type	Vertical Horizontal	If blank, the value defaults to Vertical on upload.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.
  Target Line Report Source	Valid online report system name	Can be blank.
  Target Line Report Key	Valid report column system name	Can be blank.
  Target Line Report Value	Valid report column system name	Can be blank.
  Number Format Horizontal Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Bars	#;(#) #,###;(#,###) $#,###;($#,###)	Indicates how values within the chart are displayed. If blank, the value defaults to #;(#) on upload.
  Display Totals	Vertical Horizontal	Can be blank.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Pie Chart

  The Pie Chart worksheet contains the settings for the pie charts being imported. The columns correlate to the specific pie chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Slice Represents	Valid report column system name	If blank, the chart does not upload.
  Slice Size	Valid report column system name	If blank, the chart does not upload.
  Slice Name	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Slice Value	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Slice Percentage	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Doughnut	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Exploded	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Number Format	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Bubble Chart

  The Bubble Chart worksheet contains the settings for the bubble charts being imported. The columns correlate to the specific bubble chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Horizontal Axis	Valid report column system name	If blank, the chart does not upload.
  Display Horizontal Axis Label	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Show Horizontal Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Horizontal Axis Scale	Automatic Custom	If blank, defaults to Automatic.
  Horizontal Axis Range Min	Any number	If Horizontal Axis Scale is defined as Custom, enter a value for the chart range minimum value. Otherwise leave blank.
  Horizontal Axis Range Max	Any number	If Horizontal Axis Scale is defined as Custom, enter a value for the chart range maximum value. Otherwise leave blank.
  Vertical Axis	Valid report column system name	If blank, the chart does not upload.
  Display Vertical Axis Label	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Show Vertical Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Vertical Axis Scale	Automatic Custom	If blank, defaults to Automatic.
  Vertical Axis Range Min	Any number	If Vertical Axis Scale is defined as Custom, enter a value for the chart range minimum value. Otherwise leave blank.
  Vertical Axis Range Max	Any number	If Vertical Axis Scale is defined as Custom, enter a value for the chart range maximum value. Otherwise leave blank.
  Bubble Size	Valid report column system name	If blank, the chart does not upload.
  Bubble Represents	Valid report column system name	Can be blank.
  Bubble Color	Valid report column system name	Can be blank.
  Bubble Opacity	0.1 0.2 0.3 0.4 0.5 0.6 07 0.8 0.9	If blank, the chart does not upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5 All the same color	If blank, the value defaults to Theme 1 on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Number Format Horizontal Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Vertical Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Bubble Size	#;(#) #,###;(#,###) $#,###;($#,###)	Indicates how values within the bubble's tooltips are displayed. If blank, the value defaults to #;(#) on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Grouped Bar Chart

  The Grouped Bar Chart worksheet contains the settings for the grouped bar charts being imported. The columns correlate to the specific grouped bar chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Horizontal Column	Valid report column system name	If blank, the chart does not upload.
  Display Grouping Label Horizontal	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Bars	Valid report column system name	Separate each additional bar with a pipe ( | ) character. If Vertical Column has a value, then only one bar segment allowed. If blank, the chart does not upload.
  Bar Axis Units	Any	Can be blank.
  Display Type	Vertical Horizontal	If blank, the value defaults to Vertical on upload.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Number Format Bars	#;(#) #,###;(#,###) $#,###;($#,###)	Indicates how values within the chart are displayed. If blank, the value defaults to #;(#) on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.
  Target Line Report Source	Valid online report system name	Can be blank.
  Target Line Report Key	Valid report column system name	Can be blank.
  Target Line Report Value	Valid report column system name	Can be blank.
  Vertical Column	Valid report column system name	Can be blank.
  Display Grouping Label Vertical	Yes, Y, True, 1, X*	Can be blank.
  Number Format Horizontal Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Vertical Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Stacked Bar Chart

  The Stacked Bar Chart worksheet contains the settings for the stacked bar charts being imported. The columns correlate to the specific stacked bar chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Horizontal Column	Valid report column system name	If blank, the chart does not upload.
  Display Axis Label Horizontal	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Bar Segments	Valid report column system name	Separate each bar with a pipe ( | ) character. If Vertical Column has a value, then only one bar segment allowed. If blank, the chart does not upload.
  Stacked to 100%	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Display Totals	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Bar Axis Units	Any	Can be blank.
  Display Type	Vertical Horizontal	If blank, the value defaults to Vertical on upload.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Number Format Bars	#;(#) #,###;(#,###) $#,###;($#,###)	Indicates how values within the chart are displayed. If blank, the value defaults to #;(#) on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.
  Target Line Report Source	Valid online report system name	Can be blank.
  Target Line Report Key	Valid report column system name	Can be blank.
  Target Line Report Value	Valid report column system name	Can be blank.
  Vertical Column	Valid report column system name	Can be blank.
  Display Axis Label Vertical	Yes, Y, True, 1, X*	Can be blank.
  Number Format Horizontal Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Vertical Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Radar Chart

  The Radar Chart worksheet contains the settings for the radar charts being imported. The columns correlate to the specific radar chart configuration fields.

  Column Name	Accepted Values on Upload	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Polygons	Valid report column system name	If blank, the chart does not upload.
  Spokes	Valid report column system name	Separate each spoke with a pipe ( | ) character. If blank, the chart does not upload.
  Spoke Axis Scale	Automatic Custom	If blank, defaults to Automatic.
  Spoke Axis Range Min	Any number	If Spoke Axis Scale is defined as Custom, enter a value for the chart range minimum value. Otherwise leave blank.
  Spoke Axis Range Max	Any number	If Spoke Axis Scale is defined as Custom, enter a value for the chart range maximum value. Otherwise leave blank.
  Number Format	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Style	Lines Only Lines and Fill Fill Only	If blank, the value defaults to Lines Only on upload.
  Opacity	0.1 0.2 0.3 0.4 0.5 0.6 07 0.8 0.9 1	If Lines Only is selected as the style, set the opacity to 1 on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Line Chart by Columns Chart

  The Line Chart by Columns Chart worksheet contains the settings for the line charts being imported. The columns correlate to the specific line chart by columns chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Lines	Valid report column system name	If blank, the chart does not upload.
  Horizontal Axis Title	Alphanumeric characters	Can be blank.
  Show Horizontal Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Columns	Valid report column system name	Separate column names using a pipe ( | ) character. If blank, the chart does not upload.
  Vertical Axis Title	Alphanumeric characters	Can be blank.
  Show Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Display Point Marker	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Style	Lines Only Lines and Fill Fill Only	If blank, the value defaults to Lines Only on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.
  Number Format Horizontal Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Number Format Vertical Axis	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Line Chart Trends Chart

  The Line Chart Trends Chart worksheet contains the settings for the line series charts being imported. The columns correlate to the specific line chart trends chart configuration fields.

  Column Name	Accepted Values on Upload*	Additional Notes
  System Name	Alphanumeric characters, underscore**	Used for matching in the upload. If a chart exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new chart is created.
  Horizontal Axis Label	Alphanumeric characters	Can be blank.
  Rotate Horizontal Axis Text	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Show Horizontal Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Start at Zero	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Horizontal Number Format	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Horizontal Axis Columns	Valid report column system name	If blank, the chart does not upload.
  Vertical Axis Label	Alphanumeric characters	Can be blank.
  Show Vertical Grid Lines	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Vertical Number Format	#;(#) #,###;(#,###) $#,###;($#,###)	If blank, the value defaults to #;(#) on upload.
  Vertical Axis Columns	Valid report column system name	Separate column names using a pipe ( | ) character. If blank, the chart does not upload.
  Group By Columns	Valid report column system name	Separate column names using a pipe ( | ) character. If blank, the chart does not upload.
  Display Point Marker	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Line Style	Lines Only Lines and Fill Fill Only	If blank, the value defaults to Lines Only on upload.
  Legend	None Right Left	If blank, the value defaults to None on upload.
  Color Theme	Theme 1 Theme 2 Theme 3 Theme 4 Theme 5	If blank, the value defaults to Theme 1 on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Access Groups

  The Access Groups worksheet includes the access groups for the charts being uploaded or downloaded.

  Column Name	Accepted Values on Upload	Additional Notes
  Chart System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a chart exists, its settings are changed with the values in the uploaded file.
  Access Group	Valid access group system name	Include a separate row for each access group.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Cycles

  The Cycles worksheet includes the chart cycles for the charts being uploaded or downloaded. The columns correlate to specific chart types to cycle through.

  Column Name	Accepted Values on Upload	Additional Notes
  Chart System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a chart exists, its settings are referenced in the uploaded file. If blank, no cycles upload.
  Chart Type	Sopheon.Accolade.Models.Domain.Charts.BarChart Sopheon.Accolade.Models.Domain.Charts.BubbleChart Sopheon.Accolade.Models.Domain.Charts.GroupedBarChart Sopheon.Accolade.Models.Domain.Charts.LineChartTrends Sopheon.Accolade.Models.Domain.Charts.PieChart Sopheon.Accolade.Models.Domain.Charts.StackedBarChart	If blank, the referenced chart does not upload.
  Cycles	References columns in the charts that are designated as a cycle.	Used for matching for upload. If chart settings exist, the referenced chart is in the upload file. If blank, no cycles upload.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).