Specify the Canvases Layout in Present

The presentation flow workbook inherits the layout you specified in Visualize. You can use Present to specify how the canvases are displayed in the presentation flow and the end user workbook.

Rearrange the Canvases in Present

When working on the presentation flow in manual mode, you can change the order of the workbook's canvases.

Any changes that you make to the canvas order in Present are saved to the presentation flow and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
    Present canvas panel with canvases

  4. In the Canvases panel, drag and drop a canvas to a new position in the canvas display order.
  5. Optional: Drag and drop more canvases to rearrange them in the canvas display order.
  6. Click Save.

Duplicate a Canvas in Present

When working on the presentation flow in manual mode, you can add the same canvas multiple times to the presentation flow. You might add a canvas multiple times when you want users to see different filter values on each version of a duplicated canvas.

Any canvases that you duplicate in Present are saved to the presentation flow and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
  4. In the Canvases panel, hover over a canvas, click the down arrow, and select Duplicate Canvas.
    Duplicate Canvas option

  5. Click the duplicate canvas and modify it.
  6. Click Save.

Remove a Duplicate Canvas in Present

When working on the presentation flow in manual mode, you can delete any duplicate canvases from the presentation flow.

The Delete Canvas option is only available for canvases that you duplicated. You can hide but not delete any other canvases in Present.
Any changes that you make to the canvas display in the presentation flow are saved to Present and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
  4. In the Canvases panel, hover over a canvas, click the down arrow icon, and select Delete Canvas.
    Present delete duplicate canvas option

  5. Click Save.

Hide a Canvas in Present

When working on the presentation flow in either manual or auto mode, you can hide a canvas that you don't want end users to see in the workbook.

Any changes that you make to the canvas display in Present are saved to the presentation flow and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
  4. In the Canvases panel, hover over a canvas, and select Hide Canvas to hide the canvas.
    Hide canvas option

  5. Click Save.

Display a Hidden Canvas in Present

When working on the presentation flow in either manual or auto mode, you can display any hidden canvases.

If you're working in Present in manual mode, any canvases added in Visualize are displayed as hidden in the presentation flow. You can choose to keep the canvases hidden or you can display them in Present.
Any changes that you make to the canvas display in the presentation flow are saved to Present and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
  4. In the Canvases panel, hover over a canvas, click the down arrow icon, and select Show Canvas to reveal the canvas.
    Show canvas option

  5. Click Save.

About Moving or Hiding Visualizations on a Canvas in Present

When working on the presentation flow in manual mode, the base canvas' Layout property in Visualize determines if the canvas includes white spaces or overlaps when you adjust the canvas' layout in Present.

See About Canvas Layout Properties and Update Canvas Properties.

When the base canvas' Layout property is set to Auto Fit in Visualize, then in Present the canvas layout automatically adjusts to accommodate any visualizations that you move or hide. When you preview the canvas or select Reset Adjustments to remove the canvas' layout changes, no white spaces and overlaps are displayed.

When the base canvas' Layout property is set to Freeform in Visualize, then the canvas layout doesn't automatically adjusts to accommodate any visualizations that you move or hide in Present. When you preview the canvas or select Reset Adjustments to remove the canvas' layout changes, white spaces and overlaps are displayed.

If your canvas is set to Freeform and in Present you move or hide visualizations, or reset the canvas, be sure to rearrange the visualizations to prevent any white spaces or overlaps. See Show or Hide Canvas Visualizations in Present and Reset a Canvas in Present.

Change a Visualization's Placement on a Canvas in Present

You can drag and drop visualizations to new positions on the canvas.

The canvas' Layout property in Visualize determines if your canvas contains white spaces and overlaps when you reposition visualizations. See About Moving or Hiding Visualizations on a Canvas in Present.
Any changes that you make to the canvas display in Present are saved to the presentation flow and not to the workbook design in Visualize.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. If the presentation flow contains more than one canvas, then go to the bottom of the Present page and click the canvas with the visualizations that you want to reposition.
  4. In the canvas, drag and drop the visualizations to reposition them.
  5. Click Save.

Reset a Canvas in Present

When working in manual mode, you can use the Reset Adjustments canvas option to synch the canvas in Present with its base canvas in Visualize.

You can reset any canvas that displays an asterisk. The asterisk indicates that the canvas' layout is out of synch with its base canvas in Visualize.
The canvas' Layout property in Visualize determines if your canvas contains white spaces and overlaps when you reset the canvas. See About Moving or Hiding Visualizations on a Canvas in Present.
  1. On the Home page, hover over a workbook, click Actions (Actions menu ellipsis icon), then select Open.
  2. Click Present.
  3. Go to the bottom of the Present page and locate the Canvases panel.
  4. In the Canvases panel, hover over a canvas displaying an asterisk, click the down arrow icon, and select Reset Adjustments to reset the canvas.
    Asterisk icon indicated canvas with adjustments

  5. Click Save.