Actions

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.

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