Considerations for Saving Analytics

You save analyses and dashboards in the business intelligence (BI) catalog. It's located in the Reports and Analytics work area, which is accessible from Tools in the springboard.

The catalog has a hierarchy of folders, starting with My Folders and Shared Folders. One important folder is Custom, which you can find in Shared Folders. Use it to store analytics you create or modify.

My Folders

You're the only one who can access anything you save in My Folders. You can see your saved items in My Folders on the Reports and Analytics work area, but not in My Folders in the Reports and Analytics pane on any other work area. The only exception is when you use the wizard to create an analysis in the Reports and Analytics pane, and save it in My Folders. In this case, the analysis is available in the pane on all work areas.

Shared Folders

If you're assigned the appropriate roles, you can also save in Shared Folders. Analytics you create or modify are then available to anyone with the correct access. You should save objects in the Custom subfolder, which has subfolders organized by product family.

Custom Folder

If you can access Shared Folders, use its Custom folder to store all analytics you create or modify.

• You ensure that those objects aren't affected during upgrades, which can change predefined analytics outside the Custom folder. You might lose changes saved outside the Custom folder during upgrades.

• You can easily find your objects.

• You can edit objects in the Custom folder without compromising security on the original objects.

When you copy an object into the Custom folder, the copied object inherits the permission settings of the Custom folder. An administrator can reset the permissions on the object and the folder that it's in.