Saving a Table

Save button

Enter a name for your table. Save the table with a new name or with its existing name. Select "public" if you wish to make your table available to other users in the share view. Otherwise, the table will be saved as a private table and will only be visible to the current user.

If you wish to save the column and row settings of your table, select the "Save with structure" option.

When a table definition is opened, the table will by default be displayed for the whole of the current year and aggregated by the base time step. Under Time settings you can save the active time span and/or the current time aggregation (months, quarters, etc.) of the table.

Please note:

Table definitions that are saved or overwritten in the Web Client are no longer available in the full client!

Select "Save current view" to save the current table in the form in which it is currently displayed (table view, hi-chart view or print preview). The next time you open it, it will be shown in this format.

A replica is a variant of an existing report or table in which you can save a setting that differs from the original report or table, e.g. with regard to the time span, time aggregation and client (master reports). A considerable advantage of using replicas is that changes in the row and column structure of the original are passed on to all replicas.

You can save a variant of an existing report or table, with changes to the structure or the time span, as a replica. You can then share your replicas or assign them to folders in the same way as any other reports and tables.

The Save table definition dialogue contains an option for creating replicas. Select the "replica" option, give your replica a new name, and specify the attributes in which the replica differs from the original report or table.

In the Web Client portal, existing replicas of reports and tables are indicated on the tile for the respective report or table.

If you select a client field or a summary field in a client tree within the structure, the Save table definition dialogue also contains the "Use for other client fields" option. If you select this option, the table report is saved as a master table. The master table is connected to the selected client tree. The table report can now only be used with the client fields or summary fields from the connected client tree. A master table cannot access fields in a different client tree or summary tree.

You can switch the report display to other client fields or summary fields in the connected client tree. When you load a saved master table, the first available client field or summary field of the connected client tree is set. If you save a master table as a replica, the currently selected client field or summary field is permanently connected to the replica. You cannot change the selected client field or summary field in replicas.

If you change the view of a master table, e.g. from the timeline view to the column view, the table will be disconnected from the client tree.