Manage Files and Folders

On the Files page, you can browse and organize your content in private or public folders or in workspaces that you're a member of. The Files page also provides list views for quick access to files, such as favorite, featured, or deleted files.

To access the Files page, choose Files from the side navigation.

Using File List Views

You can display a subcategory of your SAP Analytics Cloud content by choosing a file list view on the left side of the files list. The list views available are based on your role and workspace membership. The following examples show the list views for different users.

  • List view 1: General user who is not a workspace member.

  • List view 2: General user who is a member of one workspace.

  • List view 3: General user who is a workspace administrator, but is not a workspace member.

  • List view 4: Administrator who is a member of one workspace.

Tip

Use the Privacy Filter located in the upper-left corner to view all files, only files that you own, or only files that are shared with you but owned by other users. This filter only works with the My Files, Favorites, and Featured Files views.

File List Views
List View Visible To Description
My Files All users

Displays content in private and public folders that you own or that is shared with you but owned by other users. This view also includes the following folders:

  • Input Forms: Contains input tasks assigned to you. For information, see Gather Planning Data with Input Tasks.

  • Public: Contains content that all users have saved in a public folder. Content that you save in a public folder has read-only permission for other users by default.

  • Samples: Contains sample models and stories.

Owned by Me All users Displays content from private, public, and workspace folders that you own. This view is separate from the My Files view when the Owned by me privacy filter is applied.
Shared with Me All users Displays content from private, public, and workspace folders that is shared with you. This view is separate from the My Files view when the Shared with me privacy filter is applied.
Favorites All users

Displays content marked as your favorites. You can mark a file or folder as a favorite by selecting the star icon Favorites.

For quick access, you can see this content from the Favorites tab on the Home screen. To customize your Home screen, see Customize Your Home Screen.

Featured Files All users

Displays content marked as featured. For quick access, you can see this content from the Featured Files tile on the Home screen. For more information, see Customize Your Home Screen.

Note

Only administrators can remove or add content to this view. To remove content from this view, administrators can select the files or folders and choose Featured Files. To add content to this view, administrators use the System view.

System

Administrators

Workspace Administrators

Displays the administration view of the files and folders. If you are an administrator, you can use this view to get a better understanding of the files and folders for content in SAC Analytics Cloud. You can also use this view for managing content for workspaces, team folders and inactive users, and to mark content to be included in the Featured Files view.

This view is available to administrators who have Manage rights on either the Private Files or Public Files application privilege and workspace administrators. For more information, see Permissions.

The System / Common folder corresponds to the following My Files views:

  • System / Common / Users / <User_ID> corresponds to the user’s root My Files

  • System / Common / Input Forms corresponds to My Files / Input Forms

  • System / Common / Public corresponds to My Files / Public

  • System / Common / Samples corresponds to My Files / Samples

  • System / Common / <Team_Name> corresponds to My Files / <Team_Name>

The System folder corresponds to the following Workspaces views:

  • System / <Workspace_Name> / Users / <User_ID> corresponds to the root <Workspace_Name>

  • System / <Workspace_Name> / Input Forms corresponds to <Workspace_Name> / Input Forms

Deleted Files All users

Displays files and folders that you or other users have deleted. Deleted content is permanently deleted after 30 days by default, but administrators can configure the number of days that deleted content is stored for. For information, see Configure System Settings.

Users with Manage rights on the Deleted Files permission can also manage other users' deleted files. For more information, Permissions.

If you deleted a file or folder by accident, choose Restore to restore the content to its original location or a new location, and, optionally, change the file name or description.

Note

Team folders can only be restored to their original locations. For more information, see Create Teams.

Also, when restoring a file to a new location, the new location you select can only be within the originating workspace or the My Files view.

Workspaces Users who belong to one or more workspaces

Displays views for the workspaces that you are a member of. If you are not a member of any workspaces, this list view is hidden. Each workspace view displays files and folders that you own or that are shared with you by other users. This view also includes the Input Forms folder.

For more information, see Share and Collaborate Within Workspaces.

Using Tools to Manage Content

You can apply any of the tools from the toolbar to multiple files or folders by selecting the checkboxes for several lines. These tools are available based on the role that you're assigned and the permissions defined for the role. For more information, see Create Roles.

General Tools
  Tool Description
1 Create Create a new file of the selected data type (for example, stories, analytic applications, digital boardroom agendas and dashboards, models, and other content). If you have the Create permission for the data type you want to create, the tool is available and you can select it. For more information, see Permissions.
2 Folder Actions

Select a folder action:

  • New Folder: Create a new folder to organize your files.
    Tip

    You can also create folders when saving, copying, or moving files, by selecting in the Save, Copy To, or Move To dialogs.

  • Move To: Move files or folders to different locations. To be able to move content, you must be the content owner or an administrator. If the content is shared with you, you must have Full Control of the content.

    Team folders can’t be moved. These folders always reside directly under the System level. For more information, see Create Teams.
    Note

    If the file you are moving has dependencies, users who previously had access to the dependencies may no longer have access. For example, File1 depends on Model1. You move Model1 to a different location. Some users who have access to File1 might see an error message that they don’t have access to the dependency (Model1).

3 Edit Details Change a file or folder name and its description. Depending on the type of content you selected, the dialog will also have other details that you can edit.
4  Share Select how you want to share a file:
  • Share: Share the files or folders with users or teams. When you share content with other users, you can choose to give other users view, edit, full control, or custom access. Content that you share with other users will appear on the Shared With Me tab on their Home screen. For more information, see Share Files or Folders.

    To be able to change the access level for shared content, you must be the content owner or an administrator. If the content is shared with you, you must have Full Control of the content.

  • Publish to Catalog: Publish the files or folders to the Catalog. Content that you publish will appear on the Catalog tab of the Home screen. For more information, see Publish and Share Content to the Catalog.

Note

If the content that you are sharing has dependencies that are from different locations, the users who have access to the shared content also need access to the dependencies and their locations.

5 Copy To

Make copies of selected files or folders in the current location, or you can select a different location. If the content you are copying has dependencies, all links to the dependencies are retained. To be able to copy content, you must be the content owner or an administrator. If the content is shared with you, you must have the Copy permission for the content.

6 Delete

Delete files or folders. Deleted content will appear in the Deleted Files view and remains on the system for a default of 30 days. This tool is available if you have the Manage permission on Deleted Files. For more information, see Permissions.

If you deleted content by accident, you can restore it from the Deleted Files view by selecting ( Restore).

7  Draft Data

Select draft data content for working with new models or datasets. For more information, see Import Data Source Reference.

8 Refresh

Update the file list view with the latest changes.

9 Upload Files

Upload Microsoft Office, text, CSV, and PDF files from your computer to SAP Analytics Cloud. For the maximum file sizes, see System Sizing, Tuning, and Limits.

This tool is available if you have the Create permission on Uploaded Files. For more information, see Permissions.

10   Show Columns

Show or hide columns in the file list view.

11  Filter

Filter the file list view to display only certain types of files that you own or that are shared with you.

Using the Administrator Tools

If you are an administrator, you can use the administrator tools in the toolbar to control content in the Featured Files list view or to manage content ownership.

Administrator Tools
  Tool Description
1 Change Owner

Change the owner of a file or folder from one user to a different user. This tool is available if you have Execute rights on the Ownership of Content permissions. For more information, see Change Content Owners.

2 Featured Files

Add or remove the selected content to the Featured Files view. Administrators can add files to the Featured Files view using the System list view, or they can remove files from the Featured Files view using the Featured Files list view. For more information, see Customize Your Home Screen.

Video: How to Manage Your Files and Use the Catalog

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