Set the Workbook Properties in Present

The workbook inherits the properties that you set in Visualize. You can use Present to specify how you want the workbook to display to the end user and how the end user navigates and interacts with the workbook.

Specify Workbook Canvas Navigation in Present

When you design a presentation flow, you can choose between navigation options to best fit how you want the end user to move between the workbook's canvases.

You can choose to always display the workbook's canvas navigation bar, or to display it only when the user hovers over the bottom of the workbook. You can also choose a navigation control corresponding to how you want to represent the canvases on the workbook's navigation bar.
The navigation control options are:
  • Bottom Tabs - Displays each canvas as a tab including the canvas' title at the bottom of the workbook. The user clicks the tabs to navigate between canvases.
  • Top Tabs - Displays each canvas as a tab including the canvas' title at the top of the workbook. The user clicks the tabs to navigate between canvases.
  • Navigation Bar - Displays each canvas as a circle at the bottom of the workbook. The user clicks the circles to navigate between canvases.
  • Filmstrip - Displays each canvas as a thumbnail at the bottom of the workbook. The user clicks the thumbnails to navigate between canvases.
  • None - Removes the navigation control from the workbook.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Canvas Navigation section, click the Style field and select how to you want the user to move between workbook canvases.
    Canvas navigation style option

  5. Optional: Click the Auto Hide field and select On if you want to display the navigation panel when the user mouses over the bottom of the workbook.
  6. Click Save.

Show or Hide the Workbook Header Bar in Present

When you design a presentation flow, the workbook's header bar is set to display by default. You can choose to show or hide the header bar.

The header bar displays the workbook title that you specify. For example, canvas name, workbook name, or a custom name.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Header section, click Header to toggle it to Off to hide the header bar, or click it to toggle it to On to show the header bar.
    Workbook show header bar option

  5. Click Save.

Modify the Workbook Header Title in Present

When you design a presentation flow, you can specify which name you want to display as the workbook's header and how you want to format the header text.

You can also add an image to the workbook header. See Add an Image to the Workbook Header in Present.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Header section, click the Title field and select the name you want to use as a title, or select Custom and enter a title.
    Workbook header title customize option

  5. Optional: Click the Font field and specify the font style, font size, and any formatting that you want to use in the title, for example, bold or italic.
  6. Click Save.

Modify the Workbook Header Color in Present

When you design a presentation flow, you can customize the workbook header background's color and transparency.

  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Header section, click the Background field and select Custom.
    Workbook header Background option

  5. In the Header section, use the Fill Color and Color Transparency fields to specify how you want the header's background to display.
  6. Click Save.

Add an Image to the Workbook Header in Present

When you design a presentation flow, you can add an image from a file or URL to the workbook header and specify how you want the image to display.

  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Header section, click the Background field and then select Custom.
  5. In the Header section, click the Image Source field and choose where to get the image from.
    • If you select URL, then paste the image source's URL into the text field.
    • If you select File, then click the file upload icon This image shows the file upload icon. and browse for and select the file you want to use.
  6. In the Header section, specify the image's display properties, for example image width and height.
    Workbook header Image Source option

  7. Click Save.

Show or Hide the Zoom Control in Present

When you design a presentation flow, the workbook's header bar zoom control is set to hide by default. You can choose to show or hide the zoom control for all canvases.

When the zoom control is set to show, the zoom control is displayed in the workbook's header bar 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. In the Present page, click the Workbook tab.
  4. In the Zoom section, click Zoom to toggle it to On to show the zoom control in the header bar, or click it to toggle it to Off to hide the zoom control in the header bar.
  5. Click Save.

Specify Workbook Zoom Control Options in Present

When you design a presentation flow, you can choose the default zoom setting used when the user opens a canvas.

The Zoom/Layout controls button allows consumers to zoom in and out of the whole active canvas to best fit their screen. Although you set the control for the workbook, the zoom control is displayed only for canvases with their Width and Height properties set to Fixed.
The zoom control properties that you set on the Workbook tab are carried over to the Active Canvas' zoom properties. You can override the Workbook tab's zoom properties on any individual canvas.
The Zoom section's toggle must be set to On before you can update the Scale property.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Zoom section, click Scale and select the zoom size used to display the canvas when a user opens it.
  5. In the Zoom section, click Control to set it to Off to hide the zoom control in the workbook's header bar for all canvases, or click it to set it to On to show the zoom control in the workbook's header bar for all canvases.
    Set this option to Off when your workbook contains many canvases and you want to use the Active Canvas option to display the zoom control on only a few canvases.
  6. Click Save.

Show or Hide the Workbook Toolbar in Present

When you design a presentation flow, the workbook's toolbar displays by default. You can choose to show or hide the workbook's toolbar for users.

  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present, click the Workbook tab.
  4. In the Toolbar section, click Toolbar to toggle it to Off to hide the toolbar, or click it to toggle it to On to show the toolbar.
  5. Click Save.

Select Workbook Toolbar Options in Present

You can specify which of the workbook's toolbar options you want to display to the user.

You can select the Toolbar properties that you want to display to users in Present. Toolbar properties include undo and redo changes, refresh the workbook's data, show notes, and export.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, 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.

Show or Hide the Workbook Filter Bar in Present

When you design a presentation flow, you can show or hide the workbook's filter bar.

Showing the filter bar allows users to view, set, and modify the workbook's filter values. You can set filter values and then hide the filter bar so that the workbook includes specific data. Hiding the filter bar prevent users from changing the filter values.
The filter bar properties that you set on the Workbook tab are carried over to the Active Canvas' Filter Actions properties. You can override the Workbook tab's filter bar properties on any individual canvas.
All Filter Actions options are grayed out when the Full Interactivity option is set to Off. 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. In the Present, click the Workbook tab.
  4. In the Filter Bar section, click Filter Bar to toggle it to Off to hide the filter bar, or click it to toggle it to On to show the filter bar.
  5. Click Save.

Specify Workbook Filter Options in Present

When you design a presentation flow, you can specify which workbook filter options you want to provided to the user, for example, add filters or change filter values.

The options you set on the Workbook tab are carried over to the Active Canvas' Filter Actions properties. You can override the Workbook tab's filter bar properties on any individual canvas.
All Filter Actions options are grayed out when the Full Interactivity option is set to Off. 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. In the Present page, click the Workbook tab.
  4. In the Filter Bar section, deselect the filter actions options that you want to hide, or select the filter action options that you want to display.
  5. Click Save.

Show or Hide Workbook Filters in Present

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

When working with filters in the presentation flow, any filters that you hide or show are saved in Present and aren't saved in Visualize.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Workbook Filters section, deselect the filter actions options that you want to hide, or select the filter action options that you want to display.
  5. Click Save.

Specify the Workbook Visualization Actions in Present

When you design a presentation flow, you can choose which visualization actions to make available to users in a workbook. For example, you can specify that the workbook provides visualization toolbar items like sort, maximize, or add to watchlist, and visualization menu items like drill, export to file, email or print, or copy data.

The visualization properties that you set on the Workbook tab are carried over to the Active Canvas' Visualization Actions properties. You can override the Workbook tab's visualization properties on any individual canvas. See Select Canvas Visualization Toolbar Options in Present.
All Visualization Actions options are grayed out when the Full Interactivity option is set to Off. 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. In the Present page, click the Workbook tab.
  4. In the Visualization Actions section, deselect the actions that you don't want users to perform, or select the actions that you want users to perform.
  5. Click Save.

Change the Workbook Canvases Visualization Alignment in Present

When you design a presentation flow, you can control where the visualizations are displayed on the workbook's canvases. This allows you to choose the best placement of the visualizations based on the end user's screen size and resolution.

For example, if the workbook's canvases each contain one visualization, then you can choose Center to add white space around the visualizations to center them on the canvases.
The alignment options are:
  • Top Left - Adds white space to the right of the visualizations on the canvas, but not to the top and left of the canvas. This is the default.
  • Top Center - Adds white space to the left and right of the visualizations on the canvas, but not to the top of the canvas.
  • Center - Adds white space to the top, left, and right of the visualizations on the canvas.
You can also change the positions of the visualizations on a canvas. See Change a Visualization's Placement on a Canvas in Present.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Presentation Layout section, go to the Letterbox Alignment field and choose an alignment.
  5. Click Save.

Turn On or Off All Workbook and Canvas Actions in Present

When you design a presentation flow, all filter bar and visualization actions are on by default. You can turn off and on actions individually, or use the Full Interactivity option to turn all actions for the workbook's canvases with one click.

Examples of filter actions are add filters, remove filters, and change filter value selections. Examples of visualization actions are drill, export, and sort by.
To turn off all filter and visualization actions that the user can perform on all canvases, set Full Interactivity field to Off.
Setting the Full Interactivity field to On allows you to set individual filter and visualization actions to specify how you want the user to interact with the workbook and canvases.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Interactivity section, go to the Full Interactivity field.
    • Select Off to disable all filter and visualization actions on all canvases.
    • Select On to enable all filter and visualization actions on all canvases.
  5. Click Save.

Specify Personalization Options in Present

When you design a presentation flow, you can specify if the filter values the end user selects are automatically reapplied when the user reopens the workbook.

The personalization options are:
  • Filter - Select to reapply dashboard filter selections, visualization filters selections, and any visualizations with Use as Filter enabled when a user reopens the workbook.

  • Parameter - Select to reapply dashboard filter selections and visualizations filter selections that use parameters as their filter controls when a user reopens the workbook. See Use a Parameter as a Dashboard Filter Control.

  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click Present.
  3. In the Present page, click the Workbook tab.
  4. In the Personalization section, deselect the user's filter selections you don't want applied or select the user's filter selections you want applied when the user reopens a workbook.

    Your administrator can disable workbook personalization for the entire organization through system settings. In this case, you can't set personalization options for your workbook. See System Settings - Enable Personalization in Workbooks.

  5. Click Save.