Legacy Cards Retirement Guide
This guide provides instructions on transitioning from legacy cards to dataset-based cards in Zuora Analytics before their retirement on January 31, 2021.
The latest version of cards in Analytics (both time-series and table cards) is based on an underlying data table called a dataset . This is in contrast to a prior version of cards (referred to in this article as legacy cards) that were released with the original Zuora Dashboard feature. Legacy cards were based on an earlier technology that did not use datasets, but have continued to be supported within the Analytics product for customers with previous access to the Zuora Dashboard feature.
On January 31st 2021, all legacy cards in Zuora Analytics will be retired and removed. If you are currently using legacy cards that you wish to keep after that date, you will need to move those cards to datasets before that time.
This article outlines how to determine whether your cards are based on datasets, and provides step-by-step instructions on how to move legacy cards you want to keep to the latest version of cards based on datasets.
What is changing on January 31st, 2021?
On January 31, 2021, all legacy dashboard cards (cards not built using datasets) will be removed from Zuora Analytics. It is very important that between now and then, you move your legacy cards to the new time series cards in Analytics based on datasets.
If you don’t do anything, when you log into Zuora Analytics on February 1, 2021, all of your legacy cards will be automatically removed. After that date, you will be able to create new cards based on datasets according to your organization’s analytics requirements.
How to determine if a card is legacy?
The easiest way to determine if a card is legacy is to use the Explorer card list. For every card listed in Explorer, if a card is legacy, you will see that the dataset for the card is listed as “N/A”.
The icons for legacy cards and dataset-based cards are different.
|
Legacy cards |
Dataset-based cards |
|---|---|
|
|
|
The card detail page for legacy cards is also different from dataset cards. Legacy cards have a metric dropdown at the top of the page, whereas dataset cards have a dataset dropdown at the top of the page.
The card below is a legacy card.
This is a dataset-based card.