Availability of individual work modes depends on user authorizations. The edit mode is used to manage data and format its layout This mode provides the following:

• work area with a table and chart
• pane with data added to the analysis
• formatting pane
• filters

The preview mode is used to display data for further filtering or copying, for instance. This mode provides the following:

• work area with a table and chart
• filters

When creating an analysis from a model that contains parameters, it is necessary to define the model parameters before running the analysis.

Uwaga

The window for defining parameters is displayed only when the source model has defined parameters. Otherwise, analysis is run omitting the step of defining parameters.

Selecting the option Use data from the last model refresh will run the analysis with the data contained in the last refreshed model. Selecting the Use data from last model refresh option involves the following:

• the time of generating the analysis is shorter since the model data was already recalculated during an earlier synchronization,
• parameter values take over the default settings from the data model and it is not possible to change them,
• the data to the analysis is taken from the previous recalculation of the data model, so when the model is refreshed, for example, once a day in the evening, it will not be possible to analyze the current data.

Deselecting the Use data from last model refresh involves the following:

• the data model is recalculated when running the analysis, which, in the case of extensive queries on the data model, may increase the generation time,
• the user always has the current data at the time of generating the analysis,
• the user can adapt the analysis parameters as desired and is not limited only to the default parameter values as in the case of selecting the option Use data....

Under the [More actions] button, there is a list of actions that can be performed in the context of an open analysis.

Manage Permissions

Here you can add, delete and change the permissions of users or user groups to an individual analysis.

Create Copy

This action is used to copy an analysis. You can also edit its name, add or edit its description and select a location where its copy will be saved. Furthermore, it is possible to create a new folder where a copy of the file will be saved. To do so, click on the folder icon next to the selected location. After clicking on the icon, you can enter the name of the folder and add it to the repository. In the lower part of the window, there is a switch button [Share with the same users]. By default, it is set to off. Setting it to on will share the copy to the same users as the source file.  

Move To

This action is used to move the analysis to another location in the repository. You can select the folder to which you want to move the file. You can also create a new folder where the file will be saved. To do so, click on the folder icon next to the selected location. After clicking on the icon, you can enter the name of the folder and add it to the repository.  

Add to Favorites

This action is used to tag an opened analysis as favorite. The tagged analysis will be displayed in the repository with a star icon next to its name. You can remove the analysis from favorites with the [Remove from Favorites] button on the navigation pane of the opened analysis or clicking the star icon by its name.

Manage Subscriptions / View Subscriptions

This action is used to manage and/or display the subscriptions added to an opened analysis. This action is subscription-related user permissions relevant. Selecting [Add New Subscription] will redirect you to the subscription editor. If an analysis already has a subscription defined, after selecting the [Manage Subscriptions] action, all already existing subscriptions for the analysis will also be displayed on the screen. After editing the selected subscription, you can also modify it (these operations require appropriate permissions). If the analysis is used by a user who does not have the appropriate subscription privileges, an error message will be displayed when selecting [View Subscriptions].

Rename

This action is used to rename an opened analysis. You can also click on the analysis name on the navigation pane to rename it.

Add Translations

This action is used to manage the translations of name and description of an opened analysis. You may edit the added translations or add a new one. The above example presents renamed analysis in English. When switching the application language to English, the report name is changed according to the translation for the selected language.  

Save to File

This action is used to save a table to a file of the selected format. You can also configure advanced options next to selecting a file format. The advanced options refer to the structure and content of the exported file. Available file formats are:

• XLSX
• XLS
• CSV
• PDF
• DOCX
• HTML
• MHT
• PNG
• RTF
• TXT

Selecting the parameter Advanced options expands an additional list where you can precisely specify how to export the analysis. Available options are:

• Expand all analysis levels
• Add filter descriptions
• Merge the same row/column headings
• Export headers
• Export footer
• Wrap rows

View Details

This action is used to display the details of an opened analysis, such as its name, description, data model, location, date created, last modification date as well as the dashboards using the file. Furthermore, you can add or edit the analysis description.

View History

This action is used to display the history of an opened analysis. Here you can find the information on who opened the analysis and what actions he/she performed as well as when (day and time) those actions were performed.

Delete

This action is used to delete an analysis. Note! Analysis deletion cannot be undone.

Show in refresh mode

This action automatically refreshes data in the specified time range. It can be called from the repository: or directly from the analysis view under [More actions]: After running the analysis in refresh mode, a context menu opens. In the context menu, you can specify the following:

• value (number)
• time unit (seconds, minutes)
• Show analysis header – determines whether the analysis header is to present the analysis title and its last update time

Selecting the [View] button redirects to a new browser page, which will properly run the analysis in refresh mode.

Show in delayed update mode

Running the analysis with the delayed update mode runs it without any visible values. Only the report layout is be loaded. This is particularly helpful when errors occur. For example, when too much data is loaded for an analysis, you can still run it without any problems and filter out less data. As in the refresh mode, analysis in delayed update mode can be run from the repository: or from the analysis itself: After running the analysis, no data is displayed except for the information that the analysis is opened in delayed update mode. To make changes, proceed to the edit mode: Changes can be made in the left analysis pane: The effect of the introduced changes can be viewed by selecting [Update Analysis Now] in the left pane.

This action is used to save an existing analysis. When creating an analysis, after selecting the button [Save] you need to enter the name of the analysis being created and optionally its description. Its location is displayed in the upper left corner of the screen. Upon saving the analysis, you will be able to expand the list More Actions (framed in the upper right corner) for further modification of the analysis. For description of all the available actions, refer to the article Actions.  

• Renaming analysis

One of the additional options available in the navigation pane is renaming an analysis by clicking on its current name in the upper left corner of the screen. Below the analysis name, there is the analysis location along with links to the specific place in the repository.

• Help

In case of questions or problems arising from the interaction with the application, a help tab and tutorial have been provided for the user.

• Notifications

Here you will find comments from other users for a specific analysis along with the date and user name.

• User dashboard

In the last tab, you can proceed to your profile, obtain information on the application session and version, check user authorizations and (regardless of granted permissions) switch to the administrator dashboard.