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guide/13-managing-arcgis-applications/introduction_to_dashboards_module.ipynb

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"The `arcgis.apps.dashboards` module, introduced in ArcGIS Python API v2.4.3, provides programmatic tools for managing dashboard items. It enables automation of common tasks such as:\n",
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"The [`arcgis.apps.dashboards`](/python/latest/api-reference/arcgis.apps.dashboards.html) module, introduced in ArcGIS Python API v2.4.3, provides programmatic tools for managing dashboard items. It enables automation of common tasks such as:\n",
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"\n",
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"<ul><li><b>Updating Data Sources:</b> Replace outdated or deprecated data sources without manual edits.\n",
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"<li><b>Preserving Layout and Interactivity:</b> Reuse existing dashboard configurations while connecting to new datasets.</li>\n",
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"This module supports only modern ArcGIS Dashboards items and does not work with items created in the retired ArcGIS Dashboards Classic app. \n",
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"Tip: To check whether a dashboard is supported, you can look at its data using the item’s `get_data()` function. Dashboards with a version shown as a string (such as \"4.30.0\",\"4.31.0\" and so on) or a number of 27 or higher are supported (see helper function below). If you find an older Classic dashboard (those with a version number below 27), you can update it by opening it in ArcGIS Dashboards, switching to Edit mode, and saving it."
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"> Tip: To check whether a dashboard is supported, you can look at its data using the item’s [`get_data()`](/python/latest/api-reference/arcgis.gis.toc.html#arcgis.gis.Item.get_data) function. Dashboards with a version shown as a string (such as \"4.30.0\",\"4.31.0\" and so on) or a number of 27 or higher are supported (see helper function below). If you find an older Classic dashboard (those with a version number below 27), you can update it by opening it in ArcGIS Dashboards, switching to Edit mode, and saving it."
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"<blockquote><b>[TBD] Note:</b> Support is currently limited to ArcGIS Online dashboards. ArcGIS Enterprise support will be introduced in a future release.</blockquote>"
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"<blockquote><b>Note:</b> Support is currently limited to ArcGIS Online dashboards. ArcGIS Enterprise support will be introduced in a future release.</blockquote>"
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"`DashboardManager` is the main class for managing dashboard items. It supports operations such as dependency discovery and replacement, copying and upgrading dashboards.\n"
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"[`DashboardManager`](\"/python/latest/api-reference/arcgis.apps.dashboards.html#dashboardmanager\") is the main class for managing dashboard items. It supports operations such as dependency discovery and replacement, copying and upgrading dashboards.\n"
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"The `get_dependencies()` function in the `DashboardManager` class retrieves the dependencies that a dashboard uses, including web maps and scenes, feature layers, embedded apps, and Arcade data expressions. You can optionally retrieve layer IDs and fields by specifying the DependencyOptions object."
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"The [`get_dependencies()`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.DashboardManager.get_dependencies) function in the `DashboardManager` class retrieves the dependencies that a dashboard uses, including web maps and scenes, feature layers, embedded apps, and Arcade data expressions. You can optionally retrieve layer IDs and fields by specifying the [DependencyOptions](/python/latest/api-reference/arcgis.apps.dashboards.html#dependencyoptions) object."
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" The `replace_dependencies()` function allows you to update existing dependencies and data sources by replacing them with new ones. The `item_mapping` parameter is a list of `ItemMapping` objects, where each entry maps a source item ID to a target item ID. Within each `ItemMapping`, optional `LayerMapping` and `FieldMapping` objects specify layer-level and field-level details for the replacement.\n",
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" The [`replace_dependencies()`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.DashboardManager.replace_dependencies) function allows you to update existing dependencies and data sources by replacing them with new ones. The `item_mapping` parameter is a list of [`ItemMapping`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.ItemMapping) objects, where each entry maps a source item ID to a target item ID. Within each `ItemMapping`, optional [`LayerMapping`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.LayerMapping) and [`FieldMapping`](/python/latest/api-reference/arcgis.apps.dashboards.html#fieldmapping) objects specify layer-level and field-level details for the replacement.\n",
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"Here is an example of item_mapping structure -"
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"The `replace_dependencies()` function updates an existing dashboard, making it ideal for scenarios where you need to fix broken data sources or update data with most current information. \n",
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"However, if the goal is to simply reuse the design layout and configurations of an existing dashboard and create a copy with different data sources, use the `copy()` function instead. Let's look at how this works below."
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"However, if the goal is to simply reuse the design layout and configurations of an existing dashboard and create a copy with different data sources, use the [`copy()`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.DashboardManager.copy) function instead. Let's look at how this works below."
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"The `copy()` function duplicates an existing dashboard within the same organization. \n",
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"The [`copy()`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.DashboardManager.copy) function duplicates an existing dashboard within the same organization. \n",
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"> Note: Providing an `ItemMapping` list through the `item_mapping` parameter lets you remap dependencies in the new dashboard; otherwise, the copy will continue to reference the original dependencies.\n",
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"> Tip - If the goal is to clone dashboards from one organization to another, it is recommended to use `clone_items()` as it has also been enhanced to support dashboard items and the remapping of their dependencies.\n"
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"> Tip - If the goal is to clone dashboards from one organization to another, it is recommended to use [`clone_items()`](/python/latest/api-reference/arcgis.gis.toc.html#arcgis.gis.ContentManager.clone_items) as it has also been enhanced to support dashboard items and the remapping of their dependencies.\n"
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"Use the `upgrade()` function to update a dashboard item to the latest version supported by the portal."
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"Use the [`upgrade()`](/python/latest/api-reference/arcgis.apps.dashboards.html#arcgis.apps.dashboards.DashboardManager.upgrade) function to update a dashboard item to the latest version supported by the portal."
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