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Conga Support

Copying a Shared Analysis

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You need the BI Tool permission to make a copy of a shared analysis, which contains report fields with program data and any charts that were added to highlight key information.  Once the analysis is copied, you can edit and rename it, and save it in the Visual Gallery where it is available for use in creating an Analytics Report and a BI Dashboard.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, click the Shared with Me link.

BI AnalysisCopy1.png

3.  In the list of shared items, locate the analysis you want to copy.

4.  Click the Icon BI Move.gif icon for the shared analysis and then drag-and-drop it into your My Items folder, or a subfolder.

BI AnalysisCopy2.png

5.  Click the My Items folder (or subfolder) to open it and verify the analysis was copied to the correct location.

6.  (Optional) Rename the analysis:

  • Click the copied analysis link to display the Analysis screen.
  • Click Icon BIDashProp.gif , located to the right of the screen name, and select Rename in the menu.
  • When the prompt displays:
    • Edit the text in the Name field.
    • Click Save.

7.  (Optional) Edit the analysis to customize it for an Analytics Report or BI Dashboard

8.  (Optional) Add the analysis to the Visual Gallery:

  • Click the copied analysis link to display the Analysis screen.
  • In the Table section of the screen, click Icon BIAddToVG.gif .
  • In the Add Panel prompt:
    • Edit the name of the analysis, if needed, in the Panel Title field.
    • Provide a description in the Panel Description field.
    • Click Add Panel.