Save a view

You can save a view as a Planning Analytics Workspace object or as a view in a Planning Analytics database.

About this task

When you save a view as a separate Planning Analytics Workspace object, you can share the view with other people, and reuse the view in other Planning Analytics Workspace books.

You can also choose to save a view to the Planning Analytics database. When a view is saved to the database, it can be used by processes as a data source from which you can extract data and create or update objects or data.

Procedure

  1. Click anywhere on the view to select it.
  2. Click the Save icon toolbar Save icon on the view toolbar.
  3. Choose the Save option.
    Save
    If the view was previously saved as a Planning Analytics Workspace object, use this option to update the view definition.
    Save view as
    If the view was not previously saved, use this option to save it as a Planning Analytics Workspace object. If the view was previously saved, use this option to save it as a new object.
    Enter a Name for the view and choose the location where you want to save the view, either the Shared folder or your Personal folder.
    Save to database
    Use this option to save the view to the Planning Analytics database. Views saved to the database can be used only in Planning Analytics for Excel, Planning Analytics Workspace, and as a process datasource.
    • Select the Private option if you want to save the view as a private view that is available only to yourself. If the Private option is not selected, the view is saved as Public and it is available to any user who has at least read access to the cube that contains the view.
    • Select the Native option if you want to save the view as a TM1 native view. If the Native option is not selected, the view is saved as MDX.