Saving an analysis

You can make changes to a Visual Insight analysis, then save it for easy access at a later date. Steps to save an analysis are below. In addition to saving the analysis, you can:

Convert the analysis to a document, then save the document for later use. For steps, see To convert an analysis to a document.
Save the data in a visualization as a CSV file, to view and interact with the data outside of MicroStrategy Web. For example, a Graph visualization contains a line graph that displays revenue data across several different product categories. You can save the data in the visualization as a CSV file, with revenue data for each product category displayed in a tabular format. For steps, see To save the underlying data in a visualization as a CSV file.

To save an analysis

Prerequisites

You must have the necessary privileges to save an analysis.
You must have the Web Visual Insight, Web Save Analysis, and Execute Document or Analysis privileges.

Click the name of an analysis to run it.
Click the Save As icon . The Save As dialog opens.
Do one of the following, depending on whether or not you want to create a new folder for the analysis:

To select an existing folder in which to save your analysis, from the Save in drop-down list, choose Shared Reports or My Reports, and browse to the desired folder.
To create a new folder in which to save the analysis, click the Create New Folder icon . The Create Folder dialog box opens. Perform the following steps to create a new folder:

In the Folder field, type a name for the folder. You cannot create a folder in the same project that has the same name as an existing folder.
In the Description field, type a description for the new folder.
Click Create Folder. The new folder is created and displayed.

Type a name and description for the analysis in the Name and Description fields.
Click OK to save the analysis. If an analysis with the same name already exists in the folder, a Confirm Overwrite message appears. Click Yes to overwrite the existing analysis.

You can convert an analysis to a document, then save the document for later use.

To convert an analysis to a document

Prerequisites

You must have the necessary privileges to save a document.
You must have the Web Visual Insight and Execute Document or Analysis privileges.

Click the name of an analysis to run it.
From the analysis toolbar, click the Convert to Document icon . The analysis is converted to a document and displayed in Design Mode.
Click the Save As icon . The Save As dialog opens with the original document name as the default in the Name field.
Do one of the following, depending on whether or not you want to create a new folder in which to save the document:

To select an existing folder in which to save your document, from the Save in drop-down list, choose Shared Reports or My Reports, and browse to the desired folder.
To create a new folder in which to save the document, click the Create New Folder icon . The Create Folder dialog box opens. Perform the following steps to create a new folder:

In the Folder field, type a name for the folder. You cannot create a folder in the same project that has the same name as an existing folder.
In the Description field, type a description for the new folder.
Click Create Folder. The new folder is created and displayed.

Type a name and description for the analysis in the Name and Description fields.
Click OK to save the document. If a document with the same name already exists in the folder, a Confirm Overwrite message appears. Click Yes to overwrite the existing document.

You can save the underlying data in a visualization as a CSV file, to view and interact with the data outside of MicroStrategy Web. For example, a Graph visualization contains a line graph that displays revenue data across several different product categories. You can save the data in the visualization as a CSV file, with revenue data for each product category displayed in a tabular format.

To save the underlying data in a visualization as a CSV file

Prerequisite

You must have the Web Visual Insight and Execute Document or Analysis privileges.

Click the name of the analysis to run it, then click the tab of the visualization whose data you want to save.
From the analysis toolbar, click the Save Data icon . The Select Location For Download dialog box is displayed.
Navigate to the location in which you want to save the file, then type a name for the file in the File name field.
Click Save to save your data.