You can save your analysis as a DXP file. All visualizations, filter settings and other work you have done will be saved in the file so you can continue working with the analysis just as you left off.
Tip: You can define your preferred data loading settings for each data table or part of a data table in the data canvas, as well as configuring additional settings for each data table in the Data Table Properties dialog, at any time while working on your analysis. This way you will not have to define those settings when saving the analysis, which makes the save procedure quicker.
Tip: An Administrator may change the default data loading settings for file data sources, using preference settings. The preference settings are reached in the Administration Manager, Preferences tab, under Application > DataImportPreferences.
To save an analysis file:
Note: If you are working with linked data, you may want to select key columns before saving the analysis. This is important if you want any specified tags to be able to be reapplied when reopening the analysis file, or, to be able to reapply markings in unaggregated visualizations (including markings in bookmarks). Make sure to select columns that uniquely identify all rows in the data table.
On the menu bar, select File > Save as > File.
Response: The Data Loading Settings dialog is shown.
If you want to keep the current data loading settings, go to step 4. If you want to review or change the settings, click Show details.
Comment: Depending on whether you want data to be updated from a linked source each time you open the analysis, or, whether you want to store a fixed version of the data in the analysis, you might want to change the data loading settings for a data table or a part of a data table. See Embedded or Linked Data? for more information.
In the expanded Data Loading Settings dialog, review the settings for all data tables in the analysis. You can click on the plus or minus sign for a data table to expand or collapse the data table and show or hide details about the various sources that were used to build the data table. Click on the drop-down list to change the data loading setting for a particular source. For example, if you want all in-memory data to be stored in the analysis, use the Change all applicable data sources to drop-down list and select Stored data.
Click OK in the Data Loading Settings dialog.
Specify a file name and a location for the analysis file and click Save.
To save a copy of an analysis file:
If you want to save a backup copy of the analysis you are working on, without modifying the original file, you can use the Save Copy As option instead.
Note: If you are working with linked data, you may want to select key columns before saving the analysis. This is important if you want any specified tags to be able to be reapplied when reopening the analysis file, or, to be able to reapply markings in unaggregated visualizations (including markings in bookmarks). Make sure to select columns that uniquely identify all rows in the data table.
Select File > Save copy as > File.
Response: The Data Loading Settings dialog is shown.
If you want to keep the current data loading settings, go to step 4. If you want to review or change the settings, click Show details.
Comment: Depending on whether you want data to be updated from a linked source each time you open the analysis, or, whether you want to store a fixed version of the data in the analysis, you might want to change the data loading settings for a data table or a part of a data table. See Embedded or Linked Data? for more information.
In the expanded Data Loading Settings dialog, review the settings for all data tables in the analysis. You can click on the plus or minus sign for a data table to expand or collapse the data table and show or hide details about the various sources that were used to build the data table. Click on the drop-down list to change the data loading setting for a particular source. For example, if you want all in-memory data to be stored in the analysis, use the Change all applicable data sources to drop-down list and select Stored data.
Click OK in the Data Loading Settings dialog.
Specify a file name and a location for the analysis file and click Save.
Response: The copy is saved to the specified location. Note that you will continue to have the original analysis open and any further changes will be made to that analysis and not to your copy.