Creating Documents from Documents

When you save documents with new names or to new locations, you use data sources, data objects, and queries defined in existing documents, leveraging documents to save time and effort. You can modify documents before you save them to new names or locations.

  To create a document from a document:

  1. Perform one:

    • Select File , then Open , then Document.

    • Select the open button.

      The Open dialog box displays. A selection frame lists contents of the current folder, specified by Look in.

    • Right click the document and Select Open As

      • Click HTML to open the document in an HTML editor.

      • Click Web Analysis Studio to open the document in Web Analysis Studio.

  2. Optional: From Type, select All Files or Hyperion , then Web Analysis Document.

  3. Navigate to the document to be copied.

  4. Select the document, and click Open.

    If the document uses a database connection requiring log on, the Database Login dialog box displays.

  5. If prompted by the Database Login dialog, enter a valid user name and password, select Save User ID and Password, and click OK.

    The selected document displays.

  6. Modify the document.

  7. Perform one:

    • Select File , then Save As.

    • Click the toolbar Save As button.

      The Save As dialog box displays. A selection frame lists the contents of the current folder, as specified by Look in.

  8. Navigate to the folder into which to save your modified document.

  9. Optional: After you navigate to the location to save the file, enter a new filename in Name.

  10. Click Save.

    The modified document is saved to the specified location with the specified name.