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Storing data within the analysis

When you are working with data from a linkable data source (e.g., data from Salesforce or saved data files in the library), you can decide whether to save the data within the analysis or whether the data should be reloaded from the source each time you open the analysis.


You must have some data loaded in the analysis and the Data panel must be shown.


  1. In the Data panel, click the Expand data panel for tools and details button, .
  2. Click Source view.
    If you cannot see the source view button, you may need to click the Go to data table view link first.
  3. In the source view of the expanded data panel, locate the node that represents the data source of interest and click on the button at the lower part of the node.
  4. In the Data loading pop-over, select the Stored data option.
    The Stored data option saves the current data in the analysis. New data will only be loaded if the source is manually reloaded. The New data when possible option will also store the current data in the analysis. In that case, data will also be available to users who do not have access to the source. However, if a user has access, then new data will be loaded when the analysis is opened. Always new data does not store any data in the analysis file.