Editing and Saving Data

Editing Data

To turn to the edit mode, double-click the data cell contents with the main mouse button. Enable data editing in the Dashboards tool. To do this, select the Editing Data checkbox on the Document side panel tab.

NOTE. If data source is a cube built using the MDM dictionary containing attributes with multiple values, when going to edit cells with multiple values the Array value is displayed. Only the values of elements key that are contained in the linked dictionary can be saved.

To display icons in the cells showing that user has no permission for edit or disable editing:

1. Select the whole table, one or several data cells, rows or columns.

2. Go to the Table group of tabs on the side panel and select the Formatting tab.

3. Select the Select Read-Only Cells checkbox:

After the actions are made, icons will be shown in the table cells:

• . It is displayed in case if there is no permission to read or write a value in the cell.

• . It is displayed if data is read-only in the cell, because it is calculated by formula. It is related to calculated elements, totals, aggregated values.

NOTE. The icon is not displayed if data editing is explicitly disabled in a regular report or dashboard.

To edit the cell contents, use context menu items or key shortcuts:

• Cut (CTRL+X). Cuts the cell contents to the clipboard.

• Copy (CTRL+C). Copies the cell contents to the clipboard.

• Paste (CTRL+V). Pastes the clipboard data.

• Delete (DELETE). Deletes data from the table cell.

NOTE. In the Dashboards tool, editing is executed only via key shortcuts.

TIP. The font, fill, borders and data format settings can be determined for changed data cells on the Changed Data Formatting side panel tab.

It is impossible to edit values that cannot be written to the source:

• Calculated elements.

• Rows and column totals.

• Aggregated data.

• Calculated source data, if alternative cube to save data is not set.

Saving Data

Data saving is available if the user has permissions to modify data.

In Express Report

To save changed data to source:

1. Click the Save Changes button on the Data ribbon tab.

2. The message to validate the action will be shown. Click the OK button to save a new value to the data source. On clicking the No button the value is displayed on the report sheet, but will not be saved.

IMPORTANT. Saving of changed data is available for standard cubes (except for the cubes built on a query), cube views and virtual cubes.

To undo unsaved changes and exit the edit mode, click the Undo Changes button on the Data ribbon tab.

If there are any pending changes, it is prompted to save them on closing, refreshing or attempt to save the report.

Possible errors on saving data

In dashboard

To save changed data:

• In the selected table. Click the Save Changes button on the Data side panel tab.

• In all dashboard tables. Select the Save item in the dashboard's main menu or click the Save Changes button on the Home ribbon tab.

Data is saved to the source. If error occurred on data saving, the appropriate message is shown.

To undo pending changes:

• In the selected table data. Click the Undo Changes button on the Data side panel tab.

• In all dashboard tables. Click the Undo Changes button on the Home side panel tab.

All pending changes are undone.

If data was changed and there are any pending changes, it is prompted to save them on closing, refreshing or attempt to save the dashboard.

NOTE. If selection, by which table is built, is changed, all unsaved data is lost.

Possible errors on saving data

In Regular Report

The following options of saving data to the source are available:

• Save Report Data. Changed data of all report's data tables is saved to data sources. This option is not available if none of the report's data tables contains changed values.

• Save Sheet Data. Changed data of all data tables of the current report sheet is saved to data sources. This option is not available if the current report sheet contains no changed values.

NOTE. Data can be saved to the source if the Save Data to Source checkbox is selected on the Parameters side panel tab.

Changed data can be saved to the following types of sources: standard cube, cube view, virtual cube, modelling variables.

Depending on the selected work mode, execute the operations to save changed data:

In the edit mode

In the view mode

NOTE. Operations for saving data to the source will be available only for refreshing the report.

If there are any pending changes, it is prompted to save them on closing, refreshing or attempt to save the report.

Possible errors on saving data

See also:

Working with Table Data