Saving an analysis

You can save new or updated analyses to the library.

About this task

If you want to save updates to the last saved version of the analysis, select File > Save on the menu bar.

To save an analysis for the first time to the library, or with a different name, or at a new location, follow the procedure below.

Procedure

On the menu bar, select File > Save as > Library item.
The Files and data flyout is opened.
Navigate to the folder where you want to save the analysis file.
Specify a Name for the analysis file.
Optionally, click Edit description and keywords to show two additional input fields, where you can enter a description or add keywords specific to the contents of the analysis. Keywords are used to enhance organization and search capabilities. The image below shows a description and some keywords added to the analysis that will be saved.
Read the information in the blue section at the bottom of the flyout.
It is a summary of what the implications will be to other users of the analysis if you save the analysis with the current data loading settings.
If you want to see a detailed view of the current data loading settings or edit them, click Review settings.
The Data loading settings dialog is opened.
Review the settings for all data tables in your analysis, and make changes if needed.
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 Load methods for more information.

You can click 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.
Note: If you want as much data as possible to be stored in the analysis, use the Change all applicable data sources to drop-down list and select Stored data.
Click OK.
Click Save.

Results

The analysis file is saved to the library.

Tip: It is possible to save your analysis locally by selecting File > Download as DXP file.