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Manage resources

Create a folder

You can add a new folder to any existing folder in the Resource Explorer.

  1. Open the Resource Explorer.

  2. Locate the folder you want to create the new folder in and either:

    1. Click the ellipsis and select New Folder, or,

    2. Right-click on the folder and select New Folder.

    NewFolder.jpg

  3. Type the name for the new folder, and click OK.

The new folder appears as a sub-folder within the folder selected in step 1.

Save close and delete

Save and close

An unsaved changes indicator shows on a resource tab with unsaved changes.

UnsavedChanges.png

When you have finished editing a resource, either:

  1. Click Save on the resource toolbar to save your changes.

  2. Click the ellipses menu and choose Save As if you wish to save a copy of the resource.

  3. Click the X on your resource tab to either discard changes or to save from the popup window.

    UnsavedChangesPrompt.jpg

  4. Right click X on your resource tab to either

    CloseAll_ShowInExplorer.png

    1. Close this tab and get the Unsaved Changes prompt again.

    2. Close All tabs that are currently open and receive an Unsaved Changes prompt window.

    3. Close Other Tabs closes all other tabs, except the current one that you are working on.

    4. Show in Resource Explorer navigates to the saved location of the resource in the Resource Explorer.

Simultaneous changes on one resource

When more than one user make changes to the same resource, a new version indicator is shown in the resource menu.

ResourceNewVersion.png

Choose one of the following actions on the ellipses menu:

Reload.png

  1. Reload - discards all your changes and lets you retrieve the latest version with changes from other users.

  2. Save As - save a copy of the resource including your changes, in a different location.

    SaveAs.png

  3. Override - will save your changes to the resource in its current location, and override all changes made by the other user(s)

    ResourceOverride.png

  4. Right click X on your resource tab to either

    CloseAll_ShowInExplorer.png

    1. Close this tab and get the Unsaved Changes prompt again.

    2. Close All tabs that are currently open and receive an Unsaved Changes prompt window.

    3. Close Other Tabs closes all other tabs, except the current one that you are working on.

    4. Show in Resource Explorer navigates to the saved location of the resource in the Resource Explorer.

Delete a resource

You can remove a resource from a folder or entire folder from the Resource Explorer.

  1. Open the Resource Explorer.

  2. Locate the resource you want to delete and either:

    1. Click the ellipsis and select Delete, or,

    2. Right-click on the resource and select Delete.

    DeleteFolder.jpg

  3. Click DELETE.

Rename and change descriptions

  1. Open Resource Explorer.

  2. Click the ellipsis beside the resource you want to rename.

  3. Click Rename.

  4. Enter a new name in the Name field.

  5. Click OK.

Options:

  • Add a description for the resource, or edit the existing description, using the Description text box.

  • Edit or add custom notes to the resource using the Design Notes text box.

Important

These notes allow resource creators to describe how a resource has been designed, especially if the design is not intuitive or if multiple designers will be working on a resource.

Cut, Copy, Paste

You can use the Cut, Copy and Paste functions to move or duplicate resources in the Resource Explorer.

Cut or Copy

  1. Open Resource Explorer.

  2. Click the ellipsis and select either Cut or Copy. or,

  3. Select the resource and use hotkeys Ctrl + C (copy) or Ctrl + X (cut).

Note

To select multiple resources to cut or copy, hold Shift or Ctrl.

Paste

  1. Select the destination folder for the resource.

  2. Click the ellipsis beside the destination folder and click Paste or,

  3. Click Ctrl + V.

  4. Click Save.

Important

When a data source is moved in the Resource Explorer via a cut-and-paste operation, the data source's user name and password information is retained and will still appear in the data source. This behavior allows for easier administration if a data source resource needs to be moved into a new folder structure.

However, if the data source is copy-and-pasted or imported and/or exported, the user name and password information are removed, preventing unauthorized users from taking a functional copy of a data source for their use.

Search by name or resource type

Search for items in Resource Explorer using the Search box that appears at the top of each area.

  1. Type the name of the resource or resource type you are searching for in the Search box.

  2. The search function will begin automatically.

Tip

  • Searches are not case-sensitive.

  • To search for an exact term, enclose the term in double-quotes such as "Sales report."

  • When searching for partial resource names, do not enclose any terms in quotes. For example, the resource YTD Sales Report will not be shown if searching for "Sales Report."

  • Select a node (such as a Folder, Model, Dimension, or Measure Group) before entering a search term to search only within the selected node.

  • To clear the search box, click the x at the search box's end.

Import and export resources

A folder's import and export functions can easily share created reports, images, and resources. Any number of resources can be exported as a .zap file, which can then be imported into another Data Hub implementation.

Licensed solution packages can also be exported or imported. Solution packages contain proprietary resources licensed through your Data Hub account manager or partner.

Import

Important

Prerequisites

  • Any resource package file to be imported must be created in Data Hub and have the .zap extension (WML format). A .zap file is created using the Export Wizard.

  • To import a licensed package (for example, a ZAP solution), the server must have the required license.

  1. Open the Resource Explorer.

  2. Locate the folder you want to import the resource to and either:

    1. Click the ellipsis and select Import, or,

    2. Right-click the folder and select Import.

  3. Select the .zap file that you want to import and click Open.

Export

Important

Prerequisites

  • For basic resources, the user must have the resource permission "Distribute. "

  • For solution packages, the user must have the organization permission "License Solution. "

  1. Open Resource Explorer.

  2. Locate the folder you want to export and either: Locate the folder you want to export and either:

    1. Click the ellipsis and select Export, or,

    2. Right-click the folder and select Export.

  3. Select whether to Include supporting resources , then click DOWNLOAD.

View resource properties

Each folder contains properties that can be viewed, including general information (such as resource name and creation/modification information), currently defined module tags, related resources (both dependent and supporting), and user access settings.

  1. Open Resource Explorer.

  2. Locate the resource you want to view the summary for and either:

    1. Click the ellipsis and select Summary, or,

    2. Right-click the resource and select Summary.

In most cases, the following information is displayed in the summary:

  • Name and location of the resource.

  • A Compare placeholder for dragging and dropping a different resource for comparison purposes (as described Comparing Resources).

Various resource details. These vary between resource types and may include the following:

  • Cube connection information.

  • Any defined module tags as described in Using Modules.

  • Placeholder specifications (slicers, columns, rows, etc.).

  • (Data models only) Model-specific details (data sources, pipelines, etc.).

  • (Solution resources only) The contents of the solution's development folder.

Compare resources

You can compare resources to see the differences between two specific resources easily. This can be useful in the following scenarios (when you need to compare two versions of a resource):

  • Staging to production. Comparing a development version to an existing production version.

  • Team working on the model. Comparing the current version to a published version.

Two methods can be used to compare resources:

  1. Summary tab method.

  2. Resource Explorer method.

Summary tab method

You can compare two resources, even one created in a different Data Hub instance, by first opening one resource's Summary tab and then dragging and dropping another resource or uploading a .zap file into the tab's Compare placeholder.

  1. Open the Resource Explorer and open the Summary for the first resource you want to compare.

  2. Perform one of the following actions:

    1. Open Resource Explorer and drag a second resource to the Compare placeholder.

    2. Click Select File, select the .zap file you wish to compare and click Open.

  3. When you are finished viewing the comparison information, close the tab.

Resource Explorer method

You can compare two resources by selecting them in the Resource Explorer and then selecting Compare from the right-click menu. When you use this method, neither of the resources actually has to be open, and the Summary view doesn't have to be accessed.

This method can be used with all resource types, both solutions, and non-solutions.

  1. Open the Resource Explorer.

  2. Select the first resource by clicking once.

  3. Hold Ctrl and click to select the second resource.

  4. Right-click one of the selected resources and select Compare.

  5. When you are finished viewing the comparison information, close the tab.

View the resource comparison

Once you run the comparison, the results are displayed on a separate tab, as shown below:

comparison.png

Although the displayed results will differ, based on the type of resources compared to the following general information and options are available:

  • At the top of the tab, the compared resources, their resource type, and location are listed in your folder structure.

  • Immediately below this list of resources are the differences found between the two. The displayed information, and the overall amount of information, will vary between comparisons, as it is based on the types of resources selected and the number of differences found.

  • View all unchanged model items by clicking the Hide unchanged button on the HOME ribbon. By default, only items that are different (changed) are shown.

  • Switch the resources' position using the arrow buttons to the right of the resource list.

  • Some entries in the list of details can be expanded for model resources by clicking the corresponding arrow icon to display additional information, as shown below using a Date pipeline.

In this section: