FAQs for Analytics Consumers

This topic provides answers to frequently asked questions for workbook consumers.

I can't access the workbook options that I need - what should I do?

Contact the workbook owner and ask them to provide you with the options that you need. For example, you might need options to refresh data, print, and share to Slack.

How do I forward my workbook in an email?

Hover over a visualization, click Menu , then click Export , and select Email.

How do I filter my workbook data?

Click one of the filters along the top of a visualization and use the filter dialog to specify the areas you want to focus on. For example, you might click a Month filter and select January, February, and March.

You can also create your own filter by clicking Add Filter (+) top left above a visualization.

How do I print a workbook?

Click Export at the top of the workbook in the right-hand corner, then click Print.

How do I print a visualization?

Hover over a visualization, click Menu , then click Export , and select Print.