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.
Depending on from where you opened the data in the analysis, you may encounter some different options when saving an analysis file. These options are described in the procedure below.
To save an analysis file:
Select File > Save As... > File..., or press F12.
Response: Provided that there is some data that can be linked in the analysis the Save dialog is displayed, showing the current settings for the data tables in the analysis file. Otherwise, go to step 6.
If you want to keep the settings, go to step 5. If you want to change the settings, click on the Edit... button.
Response: The Data Table Properties dialog is displayed. Here you can choose whether to embed in-memory data in the analysis or keep it linked to the original sources. With linked data you can also determine whether or not to Prompt for new settings before loading. Note that in-database data can never be embedded.
Comment: "Embedded in analysis" incorporates the data in the analysis file itself. "Linked to original data source" keeps one or more data tables in the analysis file linked to the data sources. This reduces the file size and allows you to keep visualizations and settings even though raw data is updated or changed. See Embedded or Linked Data? for more information.
Comment: If you want all in-memory data to be embedded in the analysis, you can also select the check box Override these settings and embed all in-memory data, and then go to step 5.
If you select linked data, click on the Edit... button if you want to select key columns, and then click OK when done.
Comment: You should select key columns if you want to be able to see the markings that were active when saving the file, or if you want any specified tags or bookmarks to be able to be reapplied when reopening the analysis file. Make sure to select columns that uniquely identify all rows in the data table.
Click OK when you are done configuring the data table properties.
Click OK in the Save dialog.
Specify a file name and a location for the analysis file and click Save.
Tip: You can define your preferred settings for each data table in the analysis from 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.
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.
Select File > Save Copy As... > File....
Response: Provided that there is some linked data in the analysis the Save dialog is displayed, showing the current settings for the data tables in the analysis file. Otherwise, go to step 6.
If you want to keep the settings, go to step 5. If you want to change the settings, click on the Edit... button.
Response: The Data Table Properties dialog is displayed. Here you can choose whether to embed in-memory data in the analysis or keep it linked to the original sources. With linked data you can also determine whether or not to Prompt for new settings before loading. Note that in-database data can never be embedded.
Comment: "Embedded in analysis" incorporates the data in the analysis file itself. "Linked to original data source" keeps one or more data tables in the analysis file linked to the data sources. This reduces the file size and allows you to keep visualizations and settings even though raw data is updated or changed. See Embedded or Linked Data? for more information.
Comment: If you want all in-memory data to be embedded in the analysis, you can also select the check box Override these settings and embed all in-memory data, and then go to step 5.
If you select linked data, click on the Edit... button if you want to select key columns, and then click OK when done.
Comment: You should select key columns if you want to be able to see the markings that were active when saving the file, or if you want any specified tags or bookmarks to be able to be reapplied when reopening the analysis file. Make sure to select columns that uniquely identify all rows in the data table.
Click OK when you are done configuring the data table properties.
Click OK in the Save 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.
See also:
Saving an Analysis File in the Library