AX2787
Saving a plan file
When you save a plan file, the following occurs:
- The plan file is updated in the Axiom Software file system.
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Data from the file is saved to the Axiom Software database.
To save a plan file:
- On the Axiom tab, in the File Options group, click Save. (In systems with installed products, this feature may be located on the Main tab.)
Before saving data to the database, Axiom Software performs an Excel calculation to update all formulas in the sheet (including any Axiom functions), and validates the file. If errors are found, the file is still saved but the data save is stopped and errors are displayed in the Save Errors pane. These errors must be corrected before data can be saved to the database.
If no errors are found, then the file and data are saved and a confirmation message displays. The confirmation message includes information about the number of records saved (click Show Details to see this information if desired).
NOTES:
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Your file group security permissions determine whether you can save a plan file and/or save data to the database.
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If the plan file is part of a plan file process
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The save-to-database process only occurs if the file is configured to save data to the database. However, most plan files are configured to save to the database.
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The file save does not occur if the plan file is a virtual plan file. Virtual plan files are not saved as persistent plan files; instead they are created as needed from the template each time they are opened.
If the plan file is open as read-only, then it cannot be saved. Exception: some implementations may use a combination of read-only and save data permissions, where the plan file is a static input form and only data is saved to the database.
Additional save options
When you click the Save button, Axiom Software automatically performs all save actions that your user rights allow and that the file is configured to perform. This is the default save behavior that should be used in the majority of cases. If necessary, you can use additional save options to only save the plan file, or to only save the data.
For example, you may be in the process of inputting planning data into the file, and you don't want to save the data to the database until you have finished all your inputs. You can save just the plan file while you are working, and then when you are finished, perform a normal save.
IMPORTANT: If you save a plan file without performing a save-to-database (or vice versa), this may cause a mismatch between the data in the file and the data in the database. Ideally, the plan file save and the save-to-database should occur together, so that the database and plan files remain in synch, and so that you can always track how a plan value was calculated.
To save only the file:
- In the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save File Only.
The plan file is saved. All save-to-database processes are ignored.
This option is not available if the plan file is a virtual plan file.
To save only the data:
- In the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save Data Only.
Data from the file is saved to the database. The file itself is not saved.
NOTE: In systems with installed products, the additional save options may be located on the Main tab, or the options may not be available.
Saving a copy of a plan file
If you want to save a copy of a plan file for archive purposes, or to provide a copy to a non-Axiom Software user, use the Snapshot feature to take a snapshot of the plan file. The snapshot process converts the file to a regular Microsoft Excel file that can be used outside of Axiom Software. Keep in mind that Axiom formulas will be converted to values, so in some cases you may not be able to tell exactly how a plan value was calculated. For more information, see Taking a snapshot copy of an Axiom file.
The Save As (Local) and Save As (Repository) options are not available for plan files. If a copy of a plan file is saved outside of its file group, the plan file becomes disconnected from the file group and certain functionality is be lost. End users do not have a way to "restore" the copy to the file group. If an administrator needs to export a copy of a plan file for purposes of development or support, Axiom Explorer can be used.
