AX2090

Axiom file tabs

In the Desktop Client, you can open multiple files at a time. Each file that you open—whether it is an Axiom file or a regular Excel spreadsheet—is represented by an Axiom file tab. These tabs are located below the ribbon and above the spreadsheet area.

You can quickly navigate between open files by using the Axiom file tabs. You can also perform certain basic file actions directly from these tabs.

Multiple file tabs open in the Axiom Windows Client

The tab displays the name of the file, and an icon identifying the file type. You can hover your cursor over the tab to see a tooltip with more information about the file. For example, if the file is a plan file, the tooltip shows what file group the file belongs to.

You can navigate between files by clicking on the tabs. To close a file, click the X icon in the right-hand side of the tab. Additional file close options are available on the right-click menu.

Opening multiple files in the Axiom Excel Client

When using the Axiom Windows Client, multiple files open within the same window. As you move from file to file, you are changing the active file within the current window.

Microsoft Excel does not support the ability to open multiple workbooks within the same window. Therefore when you open multiple files in the Axiom Excel Client, each file opens in a new Excel window. The Axiom file tabs still display so that you have access to the right-click menu, however, when you click on a file tab you are actually changing windows. This action may look different as compared to the behavior when the files are all open in the same window. As an alternative to the file tabs, you can also switch between files (windows) by using the Windows task bar, or by clicking Alt+Tab to move through open windows.

The one-file-per-window behavior of Excel has the following functionality impacts:

  • With the exception of the home page, web-enabled files cannot be opened as tabs within the Axiom Excel Client. Instead, these files will open in the browser. This includes Axiom forms, web reports, and data diagrams.

  • The active ribbon tab and the active task pane are managed independently for each open window. This means that as you change windows, your active ribbon and active task pane may be different.

Performing actions from the file tab

You can right-click a file tab to perform one of the following actions.

NOTE: If you are using the Axiom Excel Client, right-click options are only available on the currently active file. In the Axiom Windows Client, right-click options are available on all open files.

Action Description

Save

You can save the file using one of the following options:

  • Save: Save the file and its data.
  • Save File Only: Save only the file; do not perform a save-to-database. This option is not available to virtual plan files.
  • Save Data Only: Perform a save-to-database but do not save the file.

NOTE: In most cases, you should select Save, and Axiom will perform all save operations that you have rights to perform and that the file allows. Avoid saving only the file or only the data unless you understand the potential ramifications. For more details, see the save discussion for the file type that you are saving (for example, report or plan file).

Save As

You can save a copy of the file locally, or to the Axiom file system within the database:

  • Save As (Local File): Save a copy of the file to any local or network folder that you have access to. This option is not available to plan files.

    If you save an Axiom file as a local file, it is no longer managed by Axiom. Additionally, if you open the local file within Axiom, most functionality will not be available. Generally speaking, a file should only be saved locally for purposes of importing it into another Axiom system.

    In the Axiom Excel Client, you can save the file using any file format that your Excel version supports. In the Windows Client, you can save the file as XLSM, XLSX, or XLS.

    NOTE: The ability to save as a local file can be disabled on a per system basis. For more information, see System configuration settings.

  • Save As (Repository): Save a copy of the file to the Reports Library in the Axiom database (or to another eligible location, depending on the type of file being saved and your folder permissions). You must have read/write permissions to at least one folder to use this option. This option is not available for plan files.

Close

Close the current file. This option is not available for startup files that have been configured as non-closeable.

Close All

Close all files except the home page and any non-closeable startup files.

Close All But This

Close all files except the current file, the home page, and any non-closeable startup files.
Add to Favorites Add the file to your list of favorites.

File icons in the navigation pane

The following icons display on the file tabs, to identify files in the navigation pane.

Icon Description Tooltip Contents

The Home file
  • File name
  • File location (in the Axiom file system)
  • Creation date

A report file
  • File name
  • File location (in the Axiom file system)
  • Creation date

A plan file
  • File name
  • File group
  • Plan file code
  • Creation date

A template file
  • File name
  • File group
  • Creation date

A driver file
  • File name
  • File group
  • Creation date

A table opened in a spreadsheet
  • Table name
  • Filter

An Excel file
  • File name
  • File location
  • Creation date