Creating a Book

Books are created, edited, and saved in the Explore Repository.

To create a book:

  1. From the Explore Repository, select File, then New, and then Document.
  2. In the Select a Task wizard, select Collect Reports into a Book, and then click Next.
  3. In Select Files, select reports and other artifacts, and then click Right facing arrow icon to move them to the Selected Items column.

    To remove a report or other artifacts from the book, select the report or artifact, and then click Left facing arrow icon. To remove all reports and artifacts from the book, click Right facing double arrow icon

    If you move, delete, or rename a report or other artifacts in the repository, they are removed from the book the next time the book is opened. You must add those artifacts again if you want to include them in the book.

  4. Click Finish to open the Book Editor.

    To display dimensions in the table of contents, in the Book Editor, select the dimension name. Then, in the bottom panel, select Display.

  5. Optional: Add or change members selections for the book POV:
    1. In the Name column, double-click a dimension row to display Member Selection.
    2. Select the members.
    3. Click OK.
  6. Optional: Copy report member selections from one report to another.
    1. Select the report containing the members to copy.
    2. Select Edit, then Copy Member Selection to, and then select a report.

    Member selections are copied only between reports having the same dimensions on the User Point of View.

  7. Select File, and then Save to save the book with a file name and description.