Make your own pack
How do I turn my models and dashboards into a reusable pack?
Elly's metric models and dashboards for Westlands Trading now work the way her team wants. She would like them kept as a pack, so a new project can start from the same set and get updates later.
Vantage makes a pack in two ways: AI drafts one from your data, or you export your metric models and dashboards as files and build a template from them by hand. You need the editor or admin role in the project.
Draft a pack with AI
With AI on for the workspace (see What the AI can see), Catalog offers two starting points:
| Button | Where | What AI drafts |
|---|---|---|
| Draft a starter pack from your data | Top of Catalog | Views, models and dashboards for the project's datasets, from general patterns or a close template |
| Use with my data | On a template | The template's views, models and dashboards, mapped onto your datasets' columns |
Either opens Your starter pack, marked "AI-generated · check before relying on it". Each item has Details; untick anything you do not want (items that depend on an unticked one are left out with it), then select Import. Regenerate drafts it again. Each draft costs 3 AI actions.
The pack lands under Your packs in Catalog and its dashboards in the current project. Each Import saves a new version, v1, v2 and so on, which Update then applies, keeping your edits as described in Registry packs and upgrades. Regenerate on the pack's card drafts the next version.
A pack under Your packs belongs to the project it was made in.
Export your models and dashboards
Without AI, take the pieces out as files.
- For each metric model: open Data, expand the source, select Metrics on the dataset, and select Export at the bottom of the page.
- For each dashboard: open it in the builder and select Export. Vantage saves the draft first, then downloads it.
Each downloads a JSON file named for what it holds, such as models-sales.json for the Sales
model, or dashboards- followed by the dashboard's short name. A model that joins a dataset the project can no longer see
cannot be exported, and Vantage says which join is in the way.
Build a template from the files
To bring the files into a project, add sample data and a manifest and import them as a template (see Import a template):
- a manifest file naming the template:
{ "kind": "manifest", "key": "depot-sales", "name": "Depot sales", "description": "…" } - one sample file per dataset the models and dashboards read, with an
idcolumn, at most 5,000 rows - the exported model and dashboard files; a sample's
slugmust match the model's, heresales
Charts From SQL cannot go into a template: a template carries metric charts only.
Next
- Import a template to check and try the files
- Registry packs and upgrades for how updates treat your edits
- Metric models to refine models before exporting them