Opening or Selecting Files or Folders

After opening a file or a folder, its contents display in the content area. Items have multiple versions. Imported files are collections containing a single version. You can later save or import additional versions. Versions can be revisions of the same file or completely different files.

To open files using the shortcut menu:

From the content area of Explore, right-click a file.
From the shortcut menu, select Open In
Select a format:
- For Financial Reporting items, see Oracle Hyperion Financial Reporting Workspace User's Guide.
- For Interactive Reporting items, see Selecting an Interactive Reporting Data Source.
- For Web Analysis items, see Hyperion Web Analysis Workspace User's Guide.
- For Production Reporting items, see Viewing a Production Reporting Document.
- For generic files,select an option to open the file in a Web browser.

To open files using default formats:

From Explore, double-click the file or folder.
To view or interact with the opened item, see Using Different File Types.

To open or select a file or folder:

Select File, then Open, and then Document.
Navigate to the file or folder, and perform the following:
- From the Name column, double-click the file or folder to open.
- From Look in, select a folder.
- To filter the list of items, from the Type list box, click the arrow, select the file type.
  Tip:
  Click Go Up A Level to move up the folder hierarchy specified in the Look in: text box.
Click Open.
Optional: To open a file with another application:
- Click Options.
- From Open As: select an application to open the file.
  Note:
  Every file type on your local system maintains information about which application will launch that type of file, and where the application resides. See Registering a File Type.
Optional: To open a version of the item, from Versions list, select the version, click Open.
To view and interact with the opened item, see Using Different File Types.

Saving Files

Save files to replace them or save files using a new name, which creates a copy of the file. You can save the following files in EPM Workspace:

Interactive Reporting document
Web Analysis document
Snapshot Book
Book
Batch
Workspace Page

To save a file:

Open the file.
Select File, and then Save.
To save the file with a new name; File, then Save As, specify a name and location.