Manage Worksheets

You may also select WORKSHEETS > Manage to manage your existing worksheets.

Steps

1. Go to WORKSHEETS > Manage.
   • You see the list of Favorites. It is the default tab.

1. From here you may:
2. Open/Edit the worksheet
3. Restrict the list by using the Search Text
4. Favorite or un-Favorite a
5. Click the My tab.

1. From here you may:
2. Open/Edit the worksheet
3. Restrict the list by using the Search Text
4. Create a new saved worksheet
5. Delete and existing saved worksheet
6. Favorite or un-Favorite a worksheet
7. Set Viewers and Editors for this worksheet with groups and/or users
8. Edit the Name or Description of a worksheet
9. Assign a worksheet to one or more (or all) Configurations
10. Click the Recent Tab.

• From here you may:
• Open/Edit the worksheet
• Restrict the list by using the Search Text
• Favorite or un-Favorite a worksheet

Example

Save a Worksheet

You may save any worksheet you are working on at any time, evening existing saved ones by be saved as new worksheets.

Steps

1. Open a worksheet by any of the create methods detailed, or go to
   • WORKSHEETS > Manage,
   • WORKSHEETS > RECENT >,
   • WORKSHEETS > FAVORITES >.
2. Click SAVE > Save to save the updated state of an existing saved worksheet or save and assign a name to a not yet saved worksheet.
3. Click SAVE > Save As to save the updated state of an existing saved worksheet and assign a name.

Example

Click WORKSHEETS > FAVORITES > CertifiedTerms.

Click +FILTER > Model. Include the Finance glossary.

Click Save. You have now have updated an existing worksheet.

Click SAVE > Save As….

Enter the name “Recently Certified Terms” and click OK.

Create a Worksheet

Go to WORKSHEETS > Manage.

Click the My tab.

Click Create.

Enter the name “New Worksheet” and press Enter.

Delete a Worksheet

Go to WORKSHEETS > Manage.

Click the My tab.

Click Delete.

Click YES to Confirm.

Favorite / Un-Favorite a Worksheet

Go to Worksheets > Manage.

Click the My tab.

Click Favorite next to New Worksheet to favorite that worksheet.

Click Favorite next to What’s new to un-favorite that worksheet

Multi-Select in MANAGE Worksheets

You may perform all the MANAGE > Worksheet functions on multiple worksheets in the grid by multi-selecting. The Show actions control is then presented in the grid header with the number selected.

Shared Worksheet

Worksheets have an owner who is the creator of the worksheet. That owner may open, edit, or remove a worksheet. The worksheets that one owns may always be found in the My tab under WORKSHEETS > Manage.

In addition, a worksheet may be shared, with specific users and/or groups. One may share the worksheet as

• Viewerable to see and query with the worksheet, as well as save it as a new worksheet and edit it.
• Editor can edit the worksheet name and content. Only the owner can change the sharing options and delete the object.
• Searcher able to see and query with the worksheet, as well as save it as a new worksheet and edit it. More importantly, it means that the list of search worksheets presented to the user will include this one.

Once shared, users that are in the sharing criteria specified may view and favorite those worksheets, as well.

Steps

1. Go to WORKSHEETS > Manage.
2. Go to the My tab.
3. Double-click in the Viewers or Editors cell for the row containing the worksheet.
4. Pick users or groups to assign the sharing role.

Default Shared Search Worksheets

By default there are four default shard search worksheets:

• All Objects
• Data Inventory – Dataset object
• Report Inventory – Reporting tool objects
• Vocabulary – Glossary terms.

If we then sign in as Bob we will see the list of current search worksheets to be:

Assign a Worksheet to a Configuration

When you assign a worksheet to one or more configurations, the worksheet will only appear in those configurations for all by the WORKSHEETS > Manage screens, e.g., the WORKSHEETS > Explore menu.

Steps

1. Go to WORKSHEETS > Manage.
2. Go to the My tab.
3. Double-click the Configurations cell for the row containing the worksheet.
4. Pick one or more configurations to assign the worksheet to.
5. To assign a worksheet to all configurations, simply remove the specific (or all) specific configuration assignments.

Example

Go to WORKSHEETS > Manage and go to the My tab double-click on the Configurations cell for New Worksheet.

Select the Configuration and click OK.

Now, go to the WORKSHEETS > Explore and note the New Worksheet is not in the FAVORITES list.

But, if you switch configurations to that one, you will see the New Worksheet.

Sharing a Worksheet

The owner (creator) of a worksheet may share that worksheet with and users and/or groups.

Steps

1. Go to WORKSHEETS > Manage.
2. Go to the My tab.
3. Select a worksheet.
4. Click Share.
5. Pick one or more users and/or groups to share the worksheet with.
6. To un-share a worksheet, simply remove the specific (or all) users and/or groups.

Example

Go to WORKSHEETS > Manage. Click the My tab. Click the line for New Worksheet.

Double-click in the Viewers cell and pick the user Bob to assign the sharing role.

Log out and log in as Bob.

Go to WORKSHEETS > Manage. Click the Shared with Me tab. Click Search. Locate the New Worksheet collection. Click Favorite next to that worksheet.

Now, go to the Favorites tab and see this worksheet as Bob.

Click on the worksheet name and then click Save As and enter the name “Bob’s Worksheet” and Click OK.

System Object Children Worksheets

The object page for different types of objects (e.g., Tables or Schemas) contains a number of tabs which present the results of a system object children worksheet for that particular type of object represented by the tab (e.g., Columns for Tables or Tables for Schemas).

When viewing the object page results, say the Columns tab for a Table, you may designate an existing worksheet that you saved or that was shared with you as your personal default.

In addition, users with the Application Administratorcapability global role assignment may designate system object children worksheets for groups or users, which will be the system default, unless over-ridden, when one the object page for that type of object.

However, it would be awkward to require that one go to each type of object page and tab in order to manage defaults. Thus, you may manage all of your defaults in MANAGE > System Object Children Worksheets.

Steps

1. Go to MANAGE > System Object Children Worksheets.
2. Click any item in the list and you may.
   • Click the Name or right-click and select Rename and type a new name.
   • Click Delete orright-click and select Delete to delete.

Example

Go to the object page for the Terminology term of the Finance glossary and go to the Contains tab.

Click Columns and switch to Grid mode and include Term Data Type as a column.

Click the background to remove the dialog.

Click SAVE AS and create a system type worksheet with the below settings.

Now this default worksheet is in the MANAGE > System Object Children Worksheets and those users will see it by default.