Saving Packs and Data

This article explains how to save changes which have been made to your packs and to your data.
 

Reminder:  Data changes and Pack changes are saved separately

The actions you take whilst working in a Pack will either:

1. Change the underlying data being used to populate slides.  These are saved as Data changes.
2. Change the format and content of the slides in your pack.  These are saved as Pack changes.

Unsaved pack changes (a) and unsaved data changes (b), are indicated with a blue marker in the information bar:

 

Saving Pack Changes 

1. Select the ‘Pack’ menu.
2. Select ‘Save’ or ‘Save as’.
   • ‘Save as …’ will be the only option:
     • When a new pack is being saved for the first time; or
     • When there are no unsaved changes.

If ‘Save’ is selected, the pack is saved.

If ‘Save as … ’ is selected:

3. Enter a name for the pack.
4. Select ‘Save’.

Saving Data Changes

Note: Saving data requires permissions which are managed by your company’s Orgvue Administrator, or by the Dataset Owner.

If a Draft is being used:

1. Select the ‘Data’ menu.
2. Select ‘Save’ (‘Save as’ is rarely appropriate as this will create a Draft of a Draft).

When a Draft is being used, its name is shown on the information bar:

When a Dataset is being used, only the Pack Name and the Dataset Name is shown on the information bar.


If a Dataset is being used, changes can be saved to the Dataset or saved as a Draft.

• When changes are saved to the Dataset, it is permanently updated:
  • All subsequent users see the latest saved data.
  • Changes cannot be reverted after saving. 
  • Any content in Changes List and Changes Report slides is reset.
  • Any Views created from the dataset will be updated.
  • Only save the Dataset when you want it to be permanently updated to and don’t need to maintain a record of your changes.

• When changes are saved as a Draft:  A record of the data changes is saved; the underlying data remains unchanged.  Therefore:
  • Changes can be reverted after saving.
  • A record your changes and the impact of planned changes is maintained in Changes List and Changes Report slides.
  • Save as a Draft when you need a safe environment to model changes.

1. Select the ‘Data’ menu.
   1. Select ‘Save’ to save changes to the Dataset.  At this point your Dataset is saved. 
   2. Select ‘Save as’ to save changes as a Draft.

If ‘Save as’ is selected:

2. Select ‘Draft’.
3. Enter a name for the Draft.
4. Select Save.

The Draft is now shown on the information bar.

• Datasets and Packs explained
• Views and Drafts explained
• Reverting Data Changes (and appreciating Drafts)
• Editing property values