Set Canvas Properties in Present

In the presentation flow, each canvas inherits the workbook properties that you set in the Workbook tab in Present. You can change any canvas' inherited properties.

Specify Canvas Filter Actions in Present

When you design a presentation flow, each canvas inherits the filter actions you set on the Workbook tab. You can use the Active Canvas tab to customize an individual canvas' filter actions, for example, add filters or change filter values.

Showing the filter bar allows users to view, set, and modify the canvas' filter values. You can set filter values and then hide the filter bar so that the canvas includes specific data. Hiding the filter bar prevent users from changing the filter values.
Any filter settings that you change or filter values that you add or remove in Present are saved to the presentation flow's canvas and not to the canvas in Visualize.
All Filter 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 in Present.
  1. On the Home page, hover over a workbook, click Actions Actions 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 that you want to update filters for.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Filter Bar section and in the Filter Actions area, deselect the filter bar options that you want to hide, or select the options that you want to display.
  6. Optional: Click Custom and then click Auto to reset all visualization actions to the default settings you specified in the Workbook tab.
  7. Click Save.

Show or Hide Canvas Filters in Present

When you design a presentation flow, you can hide or show any individual canvas filters.

Any filters that you hide or show in Present are saved to the presentation flow's canvas and not to the canvas in Visualize.
All Canvas Filters 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 in Present.
  1. On the Home page, hover over a workbook, click Actions Actions 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 that you want to update filters for.
  4. In the Present page, click the Active Canvas tab.
  5. In the Canvas Filters area, deselect the filters that you want to hide on the canvas, or select the filters that you want to display.
  6. Click Save.

Select Canvas Visualization Toolbar Options in Present

When you design a presentation flow, each canvas inherits the visualization toolbar options you set on the Workbook tab. You can use the Active Canvas tab to override the visualization toolbar options that are set for the workbook, for example Map Actions or Add to Watchlist.

Any visualization settings that you change in Present are saved to the presentation flow's canvas and not to the canvas in Visualize.
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 in Present.
  1. On the Home page, hover over a workbook, click Actions Actions 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 that you want to update filters for.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Visualization Toolbar section, click to hide the actions in that you don't want users to perform from the visualization's toolbar, or click to add the actions that you want users to perform from the visualization's toolbar.
  6. Optional: Click Custom and then click Auto to reset all visualization actions to the default settings you specified in the Workbook tab.
  7. Click Save.

Specify Canvas Visualization Menu Options in Present

When you design a presentation flow, 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 the user, for example, drill or export.

Any visualization settings that you change in Present are saved to the presentation flow's canvas and not to the canvas in Visualize.
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 in Present.
  1. On the Home page, hover over a workbook, click Actions Actions 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 that you want to change user actions for.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Visualization Menu section, click to hide the actions that you don't want users to perform from the visualization's menu, or click to add the actions that you want users to perform from the visualization's menu.
  6. Optional: Click Custom and then click Auto to reset all visualization actions to the default settings you specified in the Workbook tab.
  7. Click Save.

Show or Hide Canvas Visualizations in Present

When working in manual mode, you can hide or display individual visualizations on a canvas.

The canvas' Layout property in Visualize determines if your canvas contains white spaces and overlaps when you hide or show visualizations. See About Moving or Hiding Visualizations on a Canvas in Present.
When you show or hide visualizations in Present, the changes are saved to the presentation flow's canvas and not to Visualize.
  1. On the Home page, hover over a workbook, click Actions Actions 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 where you want to show or hide visualizations.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Visualizations section and deselect the visualizations that you want to hide, or select the visualizations that you want to display on the canvas.
  6. Click Save.

Specify Canvas Zoom Control Options in Present

When you design a presentation flow, each canvas inherits the zoom control options you set on the Workbook tab. You can use the Active Canvas tab to customize an individual canvas' zoom control options.

The Zoom/Layout controls button allows consumers to zoom in and out of the whole active canvas to best fit their screen. The zoom control is displayed only for canvases with their Width and Height properties set to Fixed.
  1. On the Home page, hover over a workbook, click Actions Actions 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 that you want to update the zoom control for.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Zoom section, click Scale, and select the zoom size used to display the canvas when a user opens it.
  6. In the Zoom section, click Control to set it to Off to hide the zoom control in the workbook header bar for the canvas, or click it to set it to On to show the zoom control in the workbook header bar for the canvas.
  7. Optional: Click Custom and then click Auto to reset the default settings you specified in the Workbook tab.
  8. Click Save.

Show or Hide Canvas Notes in Present

When you design a presentation flow, by default all canvas notes are displayed. You can use the Active Canvas tab to specify which canvas notes to hide or show.

If you choose to leave some or all notes displayed for a canvas, then when you preview the workbook, you can click the Hide Notes workbook header button to turn off or on all notes that aren't hidden. Or when users view the workbook, they can click the Hide Notes header button to turn off or on all notes that aren't hidden. See Show or Hide a Visualization's Notes.
Any notes that you hide or show in Present are saved to the presentation flow's canvas and not to the canvas in Visualize.
  1. On the Home page, select a workbook, click Actions, and 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 where you want to show or hide notes.
  4. In the Present page, click the Active Canvas tab.
  5. Scroll to the Notes section and deselect the notes that you want to hide, or select the notes that you want to display on the canvas.
  6. Click Save.