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What must you do to use the new dashboard with old case data? How?

1 Answer

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Final answer:

To use a new dashboard with old case data, export the old data in a compatible format, cleanse and transform the data to the new dashboard's requirements, import it into the new dashboard, and verify its integrity. Ensure ongoing maintenance and updates to the data for continued use.

Step-by-step explanation:

To use a new dashboard with old case data, certain steps must be followed. Firstly, it's important to understand the relationship between the old case data and the new dashboard's requirements. This usually involves assessing the data fields, formats, and the completeness of the existing data compared to the new dashboard's design specifications.

Once this is completed, you may need to:

  1. Export the old case data in a compatible format, such as CSV or Excel, from the previous system.
  2. Cleanse and transform the data, if necessary, to match the new dashboard schema. This could involve reformatting date fields, mapping old status codes to new ones, or filling in missing values.
  3. Import the cleaned data into the new dashboard's database or data warehouse, making sure to follow any given instructions for data import. This step might require the use of data import tools or writing custom scripts for migration.
  4. Once imported, verify the integrity and accuracy of the data within the new dashboard. Look for any discrepancies, errors, or missing information and rectify as needed.

Finally, it is crucial to consistently update and maintain the data to ensure its longevity and utility in the new dashboard environment. Depending on the system, ongoing synchronization mechanisms may be established to automatically update the dashboard as new case data comes in.

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