9.9.2 Editing Analysis Configuration

You can edit an object based on the following criteria:

• If you edit an approved object, then a new version of the object is created and the changes are reflected on the new version.
• You cannot edit an object if it is in any other state other than draft state.

  Note:

  However, editing an object that is approved creates a new version of the object.

Note:

STSA displays a notification alert when you open an existing analysis configuration in edit mode, if any associated objects—such as portfolios, metrics, or variables—have newer versions available.

The alert includes a summary of changes in the updated version, helping ensure that the configuration stays aligned with the latest definitions.

To edit an analysis configuration:

1. Login to STSA.
   The Workspace Summary page is displayed.
2. In the Workspace Summary, Sandbox tab, launch the required workspace.
3. Click Analysis Configuration.
   The analysis configuration summary page is displayed.
4. To modify a configuration, click Actions and then click Edit against the configuration.
   The Basic Details section of the analysis configuration wizard is displayed.

   You can edit the name of an object only for the first version and if it is in draft state.

5. Update the required components and click Continue and then click Submit for Review.

   For more information, see the Workflow for STSA Objects.

   To save the configuration and work on it later, click Save or Save and Close.