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Chart History

When working with your Charts, KaiNexus will keep track of the different versions of your Charts over time so that you may refer back to a previous version at any point. You will also be able to restore your Chart to a previous version if needed.



Who can view the history of a Chart?

Only the following KaiNexus users can view the history of a Chart:

  • The Chart’s Authors.

  • The Chart’s Followers.

  • Anyone with the “View” permission for Charts in the specified Network Location(s).

  • Anyone with the “Edit” permission for Charts in the specified Network Location(s). 

 

Who can restore the history of a Chart?

Only the following KaiNexus users can view the history of a Chart:

  • The Chart’s Authors.

  • Anyone with the “Edit” permission for Charts in the specified Network Location(s). 



How to view the history of a Chart?

Open the Chart you wish to work with, then:

  • Click Ellipses.pngin the top right corner of the main panel containing the Chart.

  • In the resulting drop-down menu, click Show_History.png.

ChartHistory1.jpg

In the resulting window:

  • By default, the most previous version of the Chart will be displayed. In the top left corner, the date and time for this version of the Chart will also be displayed.

ChartHistory2.jpg



  • Clicking on the date and time will give a drop-down menu of the other previous versions of the Chart. (Each identified with a corresponding date and time)

ChartHistory4.jpg



  • Clicking on one of those versions will display what the Chart’s data looked like at that moment in time. 

ChartHistory5.jpg



  • You can toggle between different versions of the Chart by either selecting them from the drop-down menu or by clicking on the Chart_History_Arrow.png or Chart_History_Arrow_2.png to navigate back and forth, respectively.

  • To the right of the drop-down, clicking Restore.png will give you the ability to restore this Chart’s data to a previous version. 

NOTE: You will only have the option to Restore the Chart to a previous version if you have permission to edit the Chart.

 

  • In the resulting window when you’re ready, click Restore_blue.png.

ChartHistory10.jpg

NOTE: If you restore your Chart to a previous version that did not contain a recently added Shared Series, Calculated Series, or Chart Annotation, then those will automatically be removed from the Chart.

 

  • Near the top right of the window, clicking the Download_XLSX_Chart.png will give you the option of downloading the data within the Chart as an XLSX file. 

ChartHistory6.jpg



  • In the top right corner of the window, click Chart_Bowling_Toggle.png to toggle to a Bowling view for the Chart.

ChartHistory7.jpg

 

  • In the top right corner of the window, click Chart_Data_Toggle.png to toggle to the data table for the Chart.

ChartHistory8.jpg



  • In the top right corner of the window, click Chart_Chart_Toggle.png to toggle back to the main view for the Chart.

 

PRO-TIP: To access a specific version of the Chart, you can do so by clicking the Chart_History.pngin the “Timeline” panel of the Chart.

ChartHistory9.jpg


How many versions of my Chart are kept in KaiNexus?

KaiNexus will keep:

  • Every save for 14 days

  • For versions greater than 14 days old, KaiNexus will keep the latest version per day

  • For versions greater than 30 days old, KaiNexus will keep the latest version per month

  • Beyond 30 days, KaiNexus will keep the latest version per month in perpetuity

 

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