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  • Project Management
    • Project Management - xViz Gantt Chart | Introduction
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      • Data Colors
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  • Performance Management
    • Performance Flow - Introduction
      • Installing from AppSource
      • Get Started
    • Use Cases
      • Organization Performance
      • Microsoft Tenant Data Analytics
        • Organization Chart using Microsoft Graph API
      • Process Flow
      • Sales Performance Analysis
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    • Configuring the chart structure
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        • Data Structure for Columnar Group View
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        • Converting HTTPs link images/icons to Base 64 in Power BI
        • Handling long Base 64 URLs in Power BI
      • 🔢Displaying KPIs
        • Number Formatting
      • 🔻Displaying Variance
      • Sparkline Trends
      • 🔗Hyperlinks
    • Card Formatting
      • Data-Driven Color
      • Templates
      • Customize Template
        • Insert additional data
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      • Cross Filtering with Subtrees
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  1. Performance Management
  2. Card Formatting
  3. Customize Template

Import/Export

PreviousModify (Delete / Cope-Paste)NextLinks

Last updated 2 months ago

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The Import-Export option in Custom Templates allows users to save and reuse template settings. The Export feature helps save the modifications made to a template, while the Import feature enables users to apply the saved template formatting

Note that clicking on another template will result in losing the edits made in the existing template. It is strongly advised to export the custom template immediately after making the changes to avoid any rework.

Use of Import Export Feature:

  1. Making Changes to the Template To create a custom template, follow these steps:

    • Add a new container or modify an existing one.

    • Customize the font styles as per your preference.

    • Apply a background color or any other styling adjustments.

    • Ensure all required changes are made before exporting

  2. Exporting the Template Settings

    • Once the modifications are complete, use the Export option.

    • Navigate to Setting > Export

    • The applied settings will be saved and exported in a JSON format.

  3. Importing a Previously Saved Template

    • If additional changes have been made to the template, but you prefer the previously saved version, you can restore the exported settings using the Import feature:

    • Navigate to Settings > Import.

    • Click on Add File and select the exported JSON file.

    • The previously saved changes will be loaded into the template

  4. Applying the Imported Changes

    • Once the file is imported, all the saved modifications will be visible.

    • Click on Apply All to implement the changes across the template.

    • The formatting and styling from the exported file will now be reflected in the current template.

The Import-Export feature makes maintaining and reusing custom templates simpler.

Image 1: Import/Export options in the Custom Template window