Save a Datasheet

Save a Datasheet

DataSight helps you save datasheets for reference later without needing to re-construct the filters.

 

Save a datasheet

  1. With the datasheet tab selected, click Save or Save As in the Quick Access Toolbar and the Save As dialogue window appears.
  2. Click on your desired folder in the Saved Views folders list. This may be the master Saved Views folder, or an existing folder. The selection will be highlighted.
  3. You can also add a new folder. Highlight the folder under which the new folder will be created, and select New Folder. Name the new folder.
  4. If you wish to overwrite an existing datasheet click on the datasheet name. Otherwise, Name the datasheet.
  5. Click Save. The datasheet, together with its filters and column configuration will be saved, and appear in the Saved Views Panel.

 

Note

Saving the datasheet will save the:

  • Filter conditions used within the Filter Panel
  • Column Visibility (hidden/shown) and the order in which they appear (left-to-right)
  • Sort preferences (ascending/descending)

Data grouping utilising the Group By Box, or find parameters entered into the Find Panel are not saved with the datasheet. Column Headers used within the Group By Box revert back to the datasheet.

See also:

  • DataSight User Interface
  • Datasheets
  • Pivoted Datasheets
  • Saved Views

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