Export and import analyses

You can export an analysis from one environment and import it into another environment.

Here, you have two options:

  • Export the analysis and import it in another environment with the same licence.

    For this, you use the standard functionality for exporting and importing definitions.

  • Export the analysis and import it in another environment with a different licence.

    You first have to open the analysis and save it for exchange with third parties. This is described below. By saving an analysis for exchange with third parties, the worksheets linked to Profit are cleared. Pivot tables linked to these worksheets are also cleared. Manually added data is not removed.

To export analyses for exchange with third parties and import them:

  1. Open the environment that contains the analysis to be exported.
  2. Go to:
    • General / Output / Management / Analysis (all analyses)
    • CRM / Output / Management / Analysis
    • Financial / Output / Management / Analysis
    • Fiscal / Output / Management / Analysis
    • HR / Output / Management / HRM analysis
    • HR / Output / Management / Payroll analysis
    • Order Management / Output / Management / Analysis
  3. Open the analysis.

    Profit opens it in Microsoft Excel. If you are using AFAS Online, go to the Profit Communication Center in InSite to open the analysis.

  4. Click on: Profit analyse / Save in Profit / For exchange with third parties.
  5. Close the analysis. and save it in Profit.
  6. Select the analysis.
  7. Click on the action: Export. Export the analysis to a file location of your choice.
  8. Open the environment in which you want to import the analysis.
  9. Go to: analysis management function.
  10. Click on the action: Import.

To import an analysis without overwriting the original:

You can import an existing analysis from another environment without overwriting the original analysis.

  1. First make a copy of the original analysis in the environment in which you want to import the analysis.
  2. Save the copy under a different name.
  3. Import the analysis from 'Environment AA' into 'Environment XX'.
  4. The analysis in 'Environment XX' is changed to match the analysis in 'Environment AA'.
  5. The copy of this analysis (with a different name) contains the original analysis.

Directly to

  1. Configure analyses
  2. Check support of Microsoft Office
  3. Authorisation
  4. Add an analysis
  5. Save and exit an analysis
  6. Pivot tables and charts
  7. Use categories
  8. Use calculation fields
  9. Publish an analysis on InSite
  10. Refresh a worksheet
  11. Sort a worksheet
  12. Use masks
  13. Export and import analyses
  14. Resolve error messages in analyses