FAQs for Exploring and Reporting

FAQs for exploring and reporting data are identified in this topic.

When I want to save an object, where does the default location come from?

You can save any object in any location. However, the Save In field in the Save dialog sometimes recommends the best location based on the object type that you’re saving. For example, you should save filters, groups, and calculated items within a subject area folder so that these items are available when you build an analysis for the same subject area. If a subject area folder doesn’t exist in your /My Folders or within /Shared Folders, then a subject area folder is created automatically. The Save In field defaults a save path to /My Folders/Subject Area Contents/<subject area>; however, the dialog's Folders area displays all instances of the subject area folder in the catalog.

You can save other objects such as analyses and prompts in any folder. Bear in mind the distinctions between shared and personal folders, when deciding whether to share the object that you’re saving with others.

Can I enable other users to access my custom analyses, dashboards, and projects?

Yes. You can enable other users to access your analyses, dashboards, and projects. You can give other users permissions to access the objects. See Assigning Permissions to Objects.

You can also move the objects to the Company Shared folder.

Can I make analyses and dashboards interact with prompts and other analyses?

Yes, analyses and dashboards interact with prompts. See Advanced Techniques: How Dashboard Prompts and Analysis Prompts Interact. You can link views such that one view drives changes in one or more other views. See Linking Views in Master-Detail Relationships.

I have interacted with a dashboard drilling and applying filters. How do I save the state of my dashboard and share the dashboard with others?

You can save and get back the settings that you make on a dashboard. See Recalling Personalized Settings. You can share dashboard pages with other users by sharing links to those pages. See Linking to Dashboard Pages.

Can I migrate analyses between different environments?

Yes. You can migrate analyses between service environments by copying and pasting the XML code for the analyses using the Advanced tab of the Analysis editor. See Advanced Techniques: Examining the Logical SQL Statements for Analyses.

Can I delete data files that I uploaded to my Cloud service?

Yes. You can delete data files from the Data Sources page. See Managing Data Sources. You can also delete data files in projects and analyses. See Deleting Data that You Added.

Can I delete data files uploaded by a deleted user from my Cloud service?

Yes. Reinstate the deleted user, then delete the data set files.