Editing and Saving Data

Editing Data

To switch to the edit mode, double-click the data cell contents. Enable data editing in the Dashboards tool. To do this, select the Edit Data checkbox on the Document side panel tab.

NOTE. If a data source is a cube built using an 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 edit cell contents, use context menu items or key shortcuts:

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:

To indicate whether cells are locked for editing, one can use icons. For details see the Displaying Icons in Cells checkbox.

Features of Displaying Values in Aggregated Cells

It is available for regular reports and express reports.

If a cube with configured aggregation and selected Do not Aggregate Different Measurement Units checkbox is used as a data source, and elements with different measurement units are selected, the aggregated cell will display the "-" character instead of the value. To change character or display text, use the IPivot.UnmatchedUnitsText property.

The character is also displayed for:

When displaying of icons for calculated cells is enabled, the aggregated cell will display both characters. The default character is "=-".

Features of Editing with Use of Autofilter

When editing data in the Dashboards and Analytical Queries (OLAP) tools in the web application take into account the following features of autofilter use:

Behavior will be identical for the entire data range regardless of filter position.

Saving Data

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

In Express Reports

To save changed data to source:

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

  2. The message to confirm the operation will be displayed. Click the OK button to save a new value to the data source. Clicking the No button displays the value on the report sheet but will not save it.

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

If there are any pending changes, and they were not saved to the source, it is prompted to save them on closing, refreshing or an attempt to save a report.

Possible errors on saving data

In Dashboards

To save changed data:

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

To undo pending changes:

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 an attempt to save the dashboard.

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

Possible errors on saving data

In Regular Reports

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

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 after the report is refreshed.

If there are any pending changes, and they were not saved to the source, it is prompted to save them on closing, refreshing or an attempt to save the report.

Possible errors on saving data

See also:

Working with Table Data