51黑料不打烊

Transcript

Hi, this is Jennifer Werkmeister with product management for 51黑料不打烊 Analytics. Today I鈥檓 going to show you how you can convert Legacy Report Builder workbooks so that they are compatible with the new 51黑料不打烊 Analytics Report Builder, as well as how you can import legacy workbooks, scheduling information so that you can send the newly converted Report Builder workbooks on the same schedule as your legacy workbooks. Let鈥檚 get started. Here I am simply in Excel, and I have already logged in to my new 51黑料不打烊 Analytics Report Builder.

First, I鈥檓 going to go to the scheduling tab.

In this first tab, I will be able to see all of the workbooks that I have scheduled and the second history tab. I will be able to see all of the previous scheduled tasks and their status here in the legacy tab. I鈥檓 able to see all of the Legacy Report Builder workbooks that I have with scheduled tasks associated with them. I want to upgrade and reschedule this first workbook.

So what I鈥檓 going to do is I鈥檓 going to select it and I鈥檓 going to select download. This is going to open a new workbook. But this workbook is still only compatible with the Legacy Report Builder. To upgrade it I鈥檓 going to log in to the new report Builder.

And once I have logged in, the new Report Builder will automatically recognize this as a Legacy Report Builder workbook. And it鈥檚 going to ask me to upgrade now. Next, it鈥檒l give me a warning because it鈥檚 very important that you have a backup copy of your legacy workbook before you start the upgrade process. Because I just downloaded a copy and I can clearly see that this is book four. This is not my original copy, so I鈥檓 okay to proceed. A new report builder is now upgrading all of the Legacy Report Builder requests.

This is just a demo workbook. And so there鈥檚 only one request. But you can see it was successfully upgraded. Here it will list the number of requests that you have successfully upgraded. And if there are any requests that were not successful, or if there鈥檚 something that you need to pay attention to. For more information, you can download your upgrade report here in the upgrade report. It will list the location of all of your data block requests and the status of their upgrade. If the status was not a perfect success, we will give you a message detailing what happened with that request. You can find more information on the different Legacy Report Builder request types and what happens during the upgrade process. In the Documentation and Experience League.

Now I鈥檓 going to close this report. And I鈥檓 going to show you how I鈥檓 going to schedule this new workbook. So first I鈥檒l close this pane. And now I鈥檓 going to select Send Workbook from the main menu. It has detected that this workbook was used for a legacy scheduled task. And it鈥檚 asking me if I want to use this information and metadata to create a new scheduled task. That鈥檚 going to be very easy for me. So I鈥檓 going to select use. Now I鈥檒l be honest, this was also a demo scheduled task. And so I was the only recipient. But it has automatically filled me in here. It has also automatically filled in my normal scheduling information. So now all I have to do is check if everything is right. And then I can select send on schedule. And that鈥檚 it. Thank you for watching.