Select Workbook Toolbar Options

When you configure the presentation settings for a workbook, you can specify which of the workbook's toolbar options you want to display to consumers.

Toolbar options you can enable for consumers include:
  • Undo/Redo: Lets consumers undo or redo any changes they make, such as filter selections.
  • Refresh Data: Lets consumers refresh the data in the visualizations.
  • Notes: Lets consumers show any notes on the canvas.
  • Export: Lets consumers access the export options.
  • State Menu: Lets consumers create custom states with filter personalizations and select from available states.
  • Custom Workbook Extension: Lets consumers open custom workbook extensions if available.
  1. On your home page, hover over a workbook, click Actions, and select Open.
  2. From the Preview menu Preview menu icon, select Configure Presentation.
  3. In the presentation settings panel, click the Workbook tab.
  4. In the Toolbar section, deselect the toolbar options that you want to hide, or select the toolbar options that you want to display.

  5. Click Save.