Creating a Workbook

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

1. Create a workbook by doing one of the following: 
   • Click  on the Welcome or Workbooks page.
   • Right-click on a folder or sub-folder then select New Workbook in the context menu on the Workbooks page.

   

   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 with the Add Data Table wizard on the Open Workbook in Design Mode.

   

   See Working with Add Data Table Wizard for more information.

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