You can select to save the open charts when you save the current table or worksheet as a Quick Query.

To save a chart:

  1. Click File > Save as Quick Query...

    The Save As a Quick Query dialog is presented.

  2. Specify where to save the Quick Query:

    • If you are replacing an existing Quick Query, select Replace old query?

      Be careful when you select this option. Once you click Submit, the existing Quick Query is replaced. There is no warning or pop-up message confirming this action.

    • If you are saving a new Quick Query, under Save into folder, navigate to the folder where you want to save it.

      Make sure Replace old query? is not selected, as it will take precedence.

    Note: You can only save the Quick Query in a folder that you own () or have permission to add to ().
  3. In Title of Query, enter a title for the Quick Query.

    The title is used to help describe the behavior of the Quick Query (e.g., Transactions by Store) and may contain any combination of uppercase and lowercase letters, numbers, spaces, and special characters.

  4. If you have any open charts that you would like to save with the Quick Query, click Save open charts.
  5. From the Show the result as list, select how you would like to display the results of the Quick Query.

    You may save the results of the Quick Query in a variety of formats, such as an interactive table, a QuickApp, an Excel spreadsheet, a PDF report, or a comma-separated text file.

  6. From the Base Table list, select whether to always start with the same table, allow the user to select any table in the same folder as the table on which you are currently working, or allow the user to select any table anywhere.
  7. In the User Prompt box, enter the text that will appear when the user is asked to select the base table.

    The prompt will be displayed for Quick Queries when Base Table is set to Allow user to choose table in this folder or Allow user to choose any table.

  8. For each parameter you want to prompt for input when the Quick Query is run:
    1. Select the Input? check box for the parameter.
    2. Enter the User Prompt that will be displayed to prompt for input.
    3. Select the Input Type for the parameter from the drop-down list.

      The Input Type depends on the type of parameter (e.g., column, value, relation) and the action associated with the parameter (e.g., select, sort, tabulate). See Input Types for an explanation as well as a detailed list of actions and their associated parameters.

  9. Click Submit.

    The Quick Query is saved.

When you run the Quick Query containing the saved charts, they will be opened in compact mode, and you will be able to make further modifications to them using the Chart Builder.