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Best practices for upgrading dashboards

  • Latest Dynatrace
  • Best practices
  • Published Aug 24, 2026

Classic dashboards use precomputed metrics and static management zone filters. Latest Dynatrace dashboards are query-based, enabling precise analysis across metrics, logs, and traces with DQL. The built-in dashboard converter automates the migration of standard tiles, but some tile types and filters require manual work. These best practices help you prioritize, convert, and validate dashboards efficiently.

Prioritize dashboards by active use, not by count

Enterprise environments often have hundreds of classic dashboards. Most are unused duplicates or experimental versions that were never cleaned up. Upgrading every dashboard wastes effort; focus on the ones teams actually rely on.

To prioritize correctly

  1. Pull usage metrics—view count, last modified date, and owner—for all classic dashboards.
  2. Work with team leads to confirm which dashboards are actively used for operations.
  3. Mark dashboards with zero recent views or no active owner as decommission candidates; retire these without migrating.
  4. Create a prioritized migration list ordered by business criticality, not alphabetically or by creation date.

Getting agreement on the prioritized list from all relevant team leads before conversion begins prevents requests to migrate low-priority dashboards mid-project.

Use the built-in converter and preserve the classic original

The built-in dashboard converter automatically migrates supported tile types to their Latest Dynatrace equivalents. Run the converter on each prioritized dashboard rather than rebuilding from scratch.

When running the converter:

  1. Open the classic dashboard and click the three-dot menu, then select Upgrade.
  2. Review the conversion summary: note which tiles were converted and which were skipped.
  3. Save the result as a new Latest Dynatrace dashboard. The classic dashboard is preserved as-is and remains accessible.

The classic original is not modified or overwritten during conversion. Teams can continue using the classic version until the Latest Dynatrace version is validated and approved.

Handle unconverted tiles and management zone filters manually

Not all tile types convert automatically. The following categories require manual recreation:

  • SLO tiles: not auto-converted. Rebuild them by linking to the upgraded SLO definitions created in the Upgrade Configurations and Settings stage.

  • Problems tiles: rebuild using DQL against the dt.davis.problems table. For example:

    fetch dt.davis.problems
    | filter dt.davis.is_duplicate == false
    | fields display_id, event.status
    | summarize {Open = countIf(event.status != "CLOSED"), Closed = countIf(event.status == "CLOSED")}, by:{display_id}
  • USQL tiles: rewrite as DQL-based query tiles. USQL and DQL syntax differ; review each query individually.

  • Custom chart tiles: rebuild using the Latest Dynatrace DQL-based visualization options.

  • Markdown tiles: replace with Latest Dynatrace text tiles or callout components.

Document each manually rebuilt tile against the original so reviewers can validate the output.

Replace management zone filters with segment-based variables

Classic dashboards often use management zone filters as global scoping controls. These filters are not converted automatically. Replace them with Latest Dynatrace dashboard variables scoped to the equivalent segment.

After conversion, configure a dashboard variable that references the appropriate segment, for example, the segment created during the IAM and Segments upgrade stage that covers the same scope as the original management zone. Assign the variable to the dashboard and update tile queries to reference it.

Management zone filter migration is one of the most common sources of post-conversion issues. Teams that validate a converted dashboard without noticing the filter is missing may report data discrepancies. Always check filter migration as part of your conversion review.

Set a deadline for team validation before decommissioning

Each team must review and approve their upgraded dashboards before you decommission the classic versions. Without a deadline, the validation phase extends indefinitely as teams deprioritize the review.

Set a specific date for each team to complete their review and communicate it before starting conversion. For dashboards not validated by the deadline, escalate to the project sponsor before making decommission decisions.

Once a team confirms their upgraded dashboard meets operational needs, archive or hide the classic version; do not delete it immediately. Keep it accessible for a short period in case the team identifies issues after the classic version is no longer the default.

Ready for more?

Return to Upgrade classic dashboards to continue your upgrade.

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