Save to the Planning Analytics Workspace Content Store

Save your Exploration View to the Planning Analytics Workspace Content Store to share your view between Planning Analytics for Microsoft Excel and Planning Analytics Workspace.

About this task

This video will guide you through saving views to the Planning Analytics Workspace Content Store: https://youtu.be/s796eMPgmrs

With your Exploration View open, follow these steps:

Procedure

  1. Open the IBM Planning Analytics ribbon.
  2. Click the Save View icon, in the Exploration section.
  3. Click Save to Content Store. A Save View dialog opens.
  4. Give your view a name.
  5. Define tags for your view (Optional).
  6. Give your view a description (Optional).
  7. Select the location where you want to save your view.
    Permissions for the view are inherited from the folder that you choose to save it in.
  8. Click Save.

Results

Your Exploration View is now saved to thePlanning Analytics Workspace Content Store and can be shared between Planning Analytics for Microsoft Excel.