Copying Pivot Grid Model

Pivot Grid administrators use the Copy Pivot Grid Model page (PTPG_ADMN_SAVEAS) to copy an existing model and give it a new model name and title. Optionally, they can select to copy user personalization using the Include Personalizations option.

Note: You cannot copy the Pivot Grid model that was created using a component as the data source because only one Pivot Grid model can be associated with a component.

Image: Copy Pivot Grid Model page

This example illustrates the fields and controls on the Copy Pivot Grid Model page.

Copy Pivot Grid Model page

To copy a specific model and its associated views in the database:

  1. Select Reporting Tools, Pivot Grid, Pivot Grid Administration, Copy Model.

  2. Search for and select a model.

  3. Enter a new model name and its description.

  4. Optionally, select the Include Personalizations option to copy all user personalizations.

  5. Optionally, select the Include All Views option to copy all customized views.

  6. Click the Copy Model button to copy the model.

    A successful message appears if the copy is completed.

    An error message appears if:

    • You copy the Pivot Grid model that was created using a component as the data source.

    • The name of the new model already exists.

    • The name of the new model is empty.

    • The description of the new model is empty.

When you copy a fluid component with Pivot Grid real time search, the following items must be packaged:

  • The Pivot Grid definition.

  • The auto-generated query that have the same name as the component.

  • The query access tree that you selected in the Pivot Grid Wizard – Select Data Source page. This query access tree contains the component search record.

  • The component and its related definitions; for example, the component PeopleCode, component record field PeopleCode, search record, pages, and so on.

Note: You can copy Pivot Grid models that are associated with the component data source between databases. However, you cannot copy a model that is created using component data source within a database using the Copy Pivot Grid Model page.