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The new data loading module allows you to load from boards, projects, or issue filters based on your desired date ranges and other available criteria.

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The new board loading experience will launch. It has 3 steps:

Step 1 - Create your data set

Choose your data source (board, filter or projects) and any filters limiting the data (ie. only resolved after X date) that should be imported.

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Finally, click the

Status
colourBlue
titleNext
button in the bottom right-hand corner of the dialog.

Step 2 - Map your workflow statuses

We automatically import the mapping found in the board settings for the board you’re loading. However, sometimes there are statuses that aren’t mapped and this can cause various issues with your analytics. In this screen, we give you the opportunity to review and decide how to proceed (map them or ignore them).

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Note

Unmapped statuses can mean missing information in your analytics
We suggest you map all workflow stages - either in existing columns or new columns - as leaving unmapped statuses can cause some issues with data rendering. You can always uncheck columns you don’t want to use from the workflow stages control in ActionableAgile!

Step 3 - Additional fields

See the default data fields we pull for each issue and choose additional fields to import for your dataset.

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Info

If you want to ensure that certain configurations never get removed, click the star icon to make them a favorite. This ensures it won’t be replaced. You also can’t delete an item while it is a favorite.

Manage your saved data sets

You can currently do 3 things with these saved configurations:

  • Go - choose this to load this data immediately without revisiting the workflow or fields configuration. Filters you set for this data on step 1 will be honored.

    • Please note that we will put you in edit mode if we find new unmapped statuses that weren’t there when you originally loaded the data. New statuses will have a gold-colored border. Continue through steps 2 and 3 to load your data.

  • Edit - save time by using a saved filter as a starting point. Change what you need. The result will be a new saved configuration (it doesn’t override the one you edited).

  • Delete - Delete configurations you no longer need so that they don’t take up one of 10 available slots. If you want to delete a favorite configuration, click the star to remove it from your favorites and you will then be able to delete it.

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Load external data

You have the opportunity to load a csv file as normal.

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