Creating a Workbook

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

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.
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. On the Data Table pane, there are three options to add or edit data tables.

You can also drag and drop a data file to the dashboard. This opens the Data Table Wizard where you can configure the data table.

See Adding and Managing Data Tables for more information.