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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.

Prerequisites

You must have some data loaded in the analysis and the analysis must be in Editing mode.

Procedure

  1. On the authoring bar, click Data canvas .
  2. Make sure the data table of interest is selected in the upper-left drop-down list.
    This step is only applicable if you have two or more data tables in the analysis.
  3. In the data canvas, locate the node that represents the data source of interest and click the Data loading 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.