Specify Canvas Visualization Menu Options

When you configure the presentation settings for a workbook, each canvas inherits the visualization menu options you set on the Workbook tab. You can use the Active Canvas tab to specify which visualization menu options you want to provide to consumers, for example, drill or export.

Any visualization menu options that you change using the presentation settings are saved to the consumer view of the canvas and not to the canvas in the workbook editor.

All Visualization Actions options are grayed out when the Full Interactivity option is set to Off on the Workbook tab. See Turn On or Off All Workbook and Canvas Actions.

When Visualization Actions is set to Custom, it means the Visualization Menu options here in the Active Canvas tab are overriding those in the Workbook tab. To reset all visualization actions to the default settings you specified in the Workbook tab, set Visualization Actions to Auto.

For more information about the Visualization Menu options, see Specify the Workbook Visualization Actions.

  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. If the workbook contains more than one canvas, then go to the bottom of the page and click the canvas to update.
  4. In the presentation settings panel, click the Active Canvas tab.
  5. Scroll to the Visualization Toolbar section, then select the options that you want users to access from the visualization's menu, or deselect the options that you don't want users to access from the visualization's menu.

  6. Click Save.