Save a Workbook to a Shared Catalog Folder

You can save a workbook to a shared catalog folder when you want individual users or groups of users to access the workbook.

Any user who can create a workbook can also create a shared catalog folder when saving the workbook. If you create a new shared catalog folder, then you need to specify which users can access it. A workbook's permissions determine which users can access the workbook. See Assign Shared Catalog Folder and Workbook Permissions.

A workbook contains artifacts, which are stand-alone Oracle Analytics objects that you can include in other workbooks (for example, datasets). Sometimes these artifacts aren't already shared. In such cases, when you add or update a workbook's permissions Oracle Analytics displays the Shared Related Artifact dialog where you can specify if you want to share these artifacts.

Sometimes you might choose to not share the artifacts, such as when you want to review and assign the artifact's permissions manually, or when the user must select a different artifact in the shared workbook (for example, select a different dataset).

1. Create or open a workbook:
   • To create a workbook, on the Home page, click Create, click Workbook, and build the workbook.
   • To open a workbook, on the Home Page, click Navigator, click Catalog, and navigate to and open the workbook in edit mode. Modify the workbook.
2. From the Workbook editor, click Save or Save As to save the workbook.
3. In Save Workbook, click All, click Shared Folders, and then locate and click the shared catalog folder where you want to save the workbook.
4. Click Save.
5. If the Shared Related Artifact dialog is displayed, then specify if you want to share the artifacts included in the workbook (for example, the workbook's datasets) and click Apply.