Turn Your Pro Forma Chart into Live Data

Review Before Publishing

1. On the left sidebar, select Saved Charts tab
2. Click into the chart by clicking the chart name
3.  Enter Draft Mode by clicking the kebab menu in the top right and selecting Enter Draft Mode
4. Open the finalized draft chart approved for publishing.
5. Click the kebab Actions menu in the top-right corner
6. Select Publish Draft

Now, you will enter the publishing flow that will allow you to review your drafted changes before publishing.

The publishing flow opens with a separate tab for:

• Each new entity (draft entity)
• Each existing entity with new relationships

For each tab, you should:

• Review the Entity Fundamentals
• Confirm Relationship Types
• Resolve any errors

Error Resolution

• Atlas checks that all required information is present before publishing.
• Errors must be resolved to ensure data cleanliness and accuracy.
• You cannot publish until all errors are cleared.

Publish

Once everything is reviewed and accurate, click Publish in the top-right corner. 

• Atlas creates the new entities and relationships directly from your pro forma chart. 
• You will land on your saved chart, using the same view, except all draft data is now final data.