Folder Organization and Component Filenames

Overview

Before you begin to design dashboards, determine the folder organization and file naming conventions that you want to use.

Component Filenames

When you save a component file, the following file extensions are added automatically.
Component
File Extension
Dashboard
.dcx
Indicator
.idx
Indicator data
.imx
Range
.rdx
Tip
You cannot rename a component file, but you can use Save As to save a copy of the component file with a new name. If you want to use the file with the new name, you must update the other dashboard components that include the affected file. For example, if you save an indicator file with a new name, you must update that filename in any dashboard that uses that indicator.

Folder Organization

In SAS BI Dashboard 4.3 and later, the storage folders for SAS BI Dashboard exist in the following places:
  • the foundation SAS Metadata Repository
  • the SAS Content Server
This storage implementation is necessary because SAS BI Dashboard objects have both a metadata component and a content component.
In SAS BI Dashboard 4.3 and later, you can store dashboard component files in SAS folders by using the location of your choice. You can use your own naming conventions and standards. You can organize components into projects that are easier to identify and use.
Tip
Organize folders that contain dashboard objects such that any folder does not contain more than 100 objects. The response time for navigating through the folders remains below a second when individual folders contain fewer than about 100 objects.
Although you have complete flexibility to organize and name your component files, it is recommended that you save all component files for a dashboard (indicator data, range, indicator, dashboard) in the same folder. Use the same name for the folder that you use for the dashboard.
Recommended SAS Folder Structure
recommended SAS folder structure