Session Tree

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Last update: 08/2012

Opening path[edit]


Function/Handling[edit]

The session tree is used to manage datasets. First, create a session to be able open the datasets you would like to edit. It is possible to add the same dataset to several sessions, but only one session can be active at a time. A green session symbol indicates the active session; a red symbol indicates inactive sessions.


Shortcut menu[edit]

All functions of the session tree can be accessed via the shortcut menu (also known as "context menu"). To be able to use these functions, you have to create at least one session via Add session. Depending on whether you selected a session or a dataset, different options are available in the shortcut menu.

The following options are available for sessions:

  • Create dataset: With this option, you can create a new dataset.
  • Open dataset: With this command you can open an existing dataset.
  • Add session: A new session named Session x is added at the end of the session tree. You can change the name via the input field or via the Rename session option in the context menu.
  • Delete session: An existing session is deleted.
  • Rename session: An existing session is renamed.
  • Duplicate session: A selected session is copied and pasted at the end of the session tree including the datasets opened within.


If you selected a dataset, the following options are available:

  • Create dataset: With this option, you can create a new dataset.
  • Open dataset: With this command you can open an existing dataset.
  • Close dataset: Closes the dataset in this session. The dataset can be opened again any time using the option Open dataset.
  • Rename dataset: Renames the dataset.
  • Convert dataset: With this option you can change the period, the Business Content Library (BCL) or the database type. This function is used especially for period changes and to transfer datasets from older versions.
  • Reorganize dataset: Completely recalculates the dataset. Depending on the size of the dataset, this procedure can take from a few minutes to a couple of hours.
  • Delete dataset: Deletes the dataset physically from the hard disk. A dataset cannot be restored after it has been deleted.
  • Synchronize dataset: Enables a data and/or structure reconciliation between two datasets.
  • Import data: With this command, values can be imported to an existing organizational structure and you can generate a structure automatically from base data (including data transfer).
  • Export data: With this option you can export values and structure information from a dataset.
  • Copy entry: Copies a dataset which can then be pasted to another session via Paste entry.
  • Paste entry: Pastes a dataset that was copied via Copy entry to another session.
  • Add session: A new session named Session x is added at the end of the session tree. You can change the name via the input field or via the Rename session option in the context menu.
  • Save dataset as: Saves a copy of the dataset under a new name.


Opening path[edit]

  • Menu: View/Session administration


Function/Handling[edit]

The session tree is used to manage datasets. First, create a session to be able open the datasets you would like to edit. It is possible to add the same dataset to several sessions, but only one session can be active at a time. A green session symbol indicates the active session; a red symbol indicates inactive sessions.


Shortcut menu[edit]

All functions of the session tree can be accessed via the shortcut menu (also known as "context menu"). To be able to use these functions, you have to create at least one session via Add session. Depending on whether you selected a session or a dataset, different options are available in the shortcut menu.

The following options are available for sessions:

  • Create dataset: With this option, you can create a new dataset.
  • Open dataset: With this command you can open an existing dataset.
  • Add session; Delete session; Rename session: A new session named "Session 1" is added, which you can rename via the Rename session option in the shortcut menu; an existing session is deleted; an existing session is renamed.
  • Properties: A special document path and/or a manager is specified. The document path usually contains documents that are to be used particularly in connection with this session. If a manager file is specified, the manager will be executed when you activate the session.

If you selected a dataset, the following options are available:

  • Create dataset, Open dataset: see above
  • Close dataset: Closes the dataset in this session. The dataset can be opened again any time using the option Open dataset.
  • Rename dataset: Renames the dataset.
  • Convert dataset: With this option you can change the period, the Business Content Library (BCL) or the database type. This function is used especially for period changes and to transfer datasets from older versions.
  • Reorganize dataset: Completely recalculates the dataset. Depending on the size of the dataset, this procedure can take from a few minutes to a couple of hours.
  • Delete dataset: Deletes the dataset physically from the hard disk. A dataset cannot be restored after it has been deleted.
  • Synchronize dataset: Enables a data and/or structure reconciliation between two datasets.
  • Import data: With this command, values can be imported to an existing organizational structure and you can generate a structure automatically from base data (including data transfer).
  • Export data: With this option you can export values and structure information from a dataset.
  • Copy item; Paste item: Copies a dataset to another session.
  • Properties: Displays the path, budget name, database type, server and BCL information for the selected dataset.
  • Save dataset as: Saves a copy of the dataset under a new name.


See also[edit]