Creating a Workbook

A user with a Designer role has the ability to create new workbooks and publish them into folders to which the user has permission.

Steps:

1.     On the Workbooks page, either:

·         right-click on a folder or sub-folder then select New Workbook on the context menu, or

·         click

The New Workbook dialog displays.

2.     Enter the name of the workbook then click .

The new workbook with a dashboard page (named Dashboard1) is displayed on the Open Workbook in Design Mode.

The dashboard name by default is editable. You can enter a descriptive dashboard name.

To proceed in creating a workbook, data tables must be added first. Refer to Adding a New Data Table for more information.