ADVIZOR Help
v7.2+
v7.2+
  • Introduction
  • Overview
    • ADVIZOR Help
    • ADVIZOR Overview
      • Analyst
      • Analyst/X
      • Data Blender
      • Desktop Navigator
      • Server AE
      • Managed Hosting
  • Using ADVIZOR
    • File Ribbon
      • Open an Existing ADVIZOR Project
      • Restore a Backup Project Version
      • Save a Project
      • Template Library
      • Update Expired Credentials
    • Analyze Ribbon
      • Select and Exclude Data
      • Flight Recorder
      • Set Coloring
        • Use Color Scale
        • Use Color By
        • Color Legend
      • Navigation Pane
    • Author Ribbon
      • Charts, Pages, and Dashboards
        • Composing Pages with Charts
        • Page Gallery
      • Load Data
        • Load New Data Using the Data Wizard
        • Load Text Data
        • Load Microsoft Excel Data
        • Load Microsoft Access Data
        • Load SQL Server Data
        • Load Oracle Data
        • Load a Database via ODBC
        • Manage Data Sources
        • Replace an Existing Data Source
      • Design Pages
        • Create Navigation Pane Content
        • Rearrange Charts
        • Change Chart Fonts
      • Use Color Models
        • Manage Color Models
        • Assign Color Models to Pages
        • Color Workshop
        • Identify How Color Is Applied to Data
        • Uncolorable Tables
      • Configure Charts
        • Property Explorer
        • Link Unmatched Rows
        • Show Missing Values
        • Use Polygon Map Format
        • Use FocusFormat Property
      • Condition Data
        • Project Workshop
        • Use the Expression Builder
        • Use the Link Wizard
        • Delete a Link
        • Date Formatter
        • Configure Data Hierarchies
      • Explore Data Usage
      • Identify Issues with Legacy Projects
      • Data Pool Visualization
    • Model Ribbon
      • Predictive Analytics: Analyst/X
      • Analytics Process
        • Bin a Categorical Field
        • Date Fields
        • Zip Codes
      • Predictive Modeling Pane
      • Configuring a Model
      • Managing Models
    • Share Ribbon
      • Share Results
      • Export Tables
      • Deployment and ADVIZOR Server
        • ADVIZOR Server Dashboards
        • Publishing to ADVIZOR Server
        • Server Security
        • Credential Based Filters
        • Embedding Data in a Project
  • Charts and Visual Discovery
    • Charts Overview
      • Bar Chart
        • Inserting a Bar Chart
        • Bar Chart Toolbar
      • Counts
        • Inserting a Counts
        • Counts Toolbar
      • Data Constellation
        • Inserting a Data Constellation
        • Data Constellation Toolbar
      • Data Sheet
        • Inserting a Data Sheet
        • Data Sheet Toolbar
      • Heat Map
        • Inserting a Heat Map
        • Heat Map Toolbar
      • Histogram
        • Inserting a Histogram
        • Histogram Toolbar
      • Line Chart
        • Inserting a Line Chart
        • Line Chart Toolbar
      • Map
        • Inserting a Map
        • Map Toolbar
      • Multiscape
        • Inserting a Multiscape
        • Multiscape Toolbar
      • Parabox
        • Inserting a Parabox
        • Parabox Toolbar
      • Pie Chart
        • Inserting a Pie Chart
        • Pie Chart Toolbar
      • Scatterplot
        • Inserting a Scatter Plot
        • Scatter Plot Toolbar
      • Summary Sheet
        • Inserting a Summary Sheet
        • Summary Sheet Toolbar
      • Text Box
        • Inserting a Text Box
        • Text Box Toolbar
      • Text Filter
        • Inserting a Text Filter
        • Text Filter Toolbar
      • Time Table
        • Inserting a Time Table
        • Time Table Toolbar
    • Recommended Chart Use
    • Visual Discovery
      • Using Colors
      • Selection
      • Managing Viewpoint
      • Missing Values
    • User Interfaces
      • Context Menu
      • Keyboard
  • Release Notes
    • What's New
      • Release 7.2
      • Release 7.1
      • Release 7.0
      • Release 6.8
      • Release 6.7
      • Release 6.6
      • Release 6.4
      • Release 6.3
      • Release 6.2
      • Release 6.2.2
      • Release 6.0
      • Release 5.9
      • Release 5.8.2
      • Release 5.7
      • Release 5.6.2
      • Release 5.6.1
      • Release 5.51
      • Release 5.5
      • Release 5.4.1
      • Release 5.4
      • Release 5.3
      • Release 5.22d
      • Release 5.2 SalesAdvizor
      • Release 5.1
      • Release 5.0.3
      • Release 5.0
    • If You Need Additional Help
    • Copyright
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On this page
  • Project Section
  • Templates Section
  • Product Section
  • Help Section
  1. Using ADVIZOR

File Ribbon

PreviousManaged HostingNextOpen an Existing ADVIZOR Project

Last updated 5 years ago

To access our tutorial videos and end user guides visit .

ADVIZOR Analyst comes with a number of ribbons, each focused around specific tasks. The File ribbon focuses around tasks related to the project file. These include tasks such as saving projects, loading existing projects, and utilizing templates.

Project Section

Button

Description

Start Menu. Displays the start page.

Save Project Saves the project in with the current name and format (adv or advm).

Save Project As Save the project with the selected name and format (adv or advm).

- The ADVIZOR Project File (adv) format contains a pointer to a data source. If you send this project to others, they must have rights set to access the data.

- The ADVIZOR Project File, Embedded Data (advm) format contains embedded data that is compressed and encrypted. Because user rights are not an issue with this format, so you can send this project to anyone as a standalone file.

Close Project Closes the current project but not the ADVIZOR Analyst. If the project has not been saved prior to closing, you are prompted to save the project.

New Project When you select this option, a new Page tab appears in the workspace. A page displays a combination of multiple charts.

Templates Section

Button

Description

Import Templates A template library file is denoted by its .asl file extension. Selecting this menu option displays the Import Template File dialog box. Select a template file from the list displayed and click Open.

Export Templates A template library file is denoted by its *.asl file extension. Select this menu option to display the Export Template File dialog box. Select a template file to export from the list displayed and click Open.

Product Section

Button

Description

Update License Key Prompts to input a new license key.

About Gives software version information

Help Section

Button

Description

File Help Opens the ADVIZOR Help page on the File Ribbon.

Open Project Displays a list of existing ADVIZOR projects from which to select. See for more information.

Template Library Displays the Template Library. See for more information.

Opening an Existing ADVIZOR project
Template Library
Help Central