Modifying the Workbook Theme

A user with a Designer role can modify the available themes in a workbook.

 

  1. Select the theme to be used in the workbook.

    The properties of this theme can be modified on the Theme Settings pane.

  2. On the Dashboard and Workbook Settings pane, click the Workbook tab and then the   button.

    The Theme Settings pane displays.

  3. To select the Single, Sign, Text, Sequential, and Diverging color palettes to use within the workbooks, click the Color Palettes section to expand.

    NOTE: For more information on how to create, import, export, modify, duplicate, or delete Single, Sign, Text, Sequential, or Diverging palettes, refer to the sections below.

  4. Select the checkboxes of the provided color palettes that will be included for each category.
  5. Click the radio button of the preferred Default color palette for each category.
  6.  To set the general colors to be used for visualizations, click the General Colors section to expand.

    The default general colors will be based on the theme being modified. For the Light theme, it is named GeneralColorsLight, for the Dark theme, it is named GeneralColorsDark, for the styles of older workbooks, it is named GeneralColors<Workbook> (e.g., GeneralColorsHow To Actions), and for the new themes, it is named General<theme name>. These default general colors cannot be deleted.

    For this example, we will modify the general colors for the Light workbook theme (GeneralColorsLight).

  7. To set the colors, you can do one of the following:
    • Click the Color box to display the Color dialog and set the Hex color code, RGB, or HSL value

    • Enter the Hex color code

    • Enter the HTML color name

  8. However, instead of modifying the settings of the default general colors, click   to make a duplicate. It will be added in the General Colors drop-down list.

    Once saved, in the Open Workbook layout in Design mode, when the Light workbook theme is selected on the opened workbook, all of the defined general colors will be added as options in the General Colors drop-down list of a Color variable in a visualization.

    For example:

  9. Select any of the duplicate general colors and click   to make it the default.
  10. To delete any of the duplicate general colors, select it in the General Colors drop-down list and click  .
  11. To set the Foreground, Background, Primary, On Primary, and Secondary colors for the editor style of the Dark theme, click the Editor section to expand.

    You may opt to modify the colors of the following properties:

     

    Property Description

    Foreground

    Foreground color of the workbook.

    Background

    Background color of the workbook.

    Primary

    Primary color of the workbook.

    Secondary

    Secondary color of the workbook.

    On Primary

    Foreground color within the primary color.

     

  12. Click on any of the color boxes to display the Color dialog and select or enter the preferred color.
  13. To set the shape palettes that can be used with the workbook theme, click the Shape Palette section to expand.

    You can create, modify, duplicate, or delete shape palettes.

  14. To define the default styles of the workbook theme, click Default Styles section to expand.

    See Default Style Settings of a Theme for more information.

  15. Click Force Apply   to reset all local part styles in the workbook.
  16. To modify the custom style configuration of the parts in the workbook, click Custom Styles to expand.

  17. Click on a custom style of a part to modify the settings.
  18. Click Remove   of a custom style to delete.
  19. To modify the dashboard templates in the workbook, click Dashboard Templates to expand.

  20. Click on a dashboard template to modify the settings.
  21. Click Remove  of a dashboard template to delete.
  22. Click Publish   to publish the workbook theme.

    The Publish Theme dialog displays.

  23. Select the folder or subfolder that you have a permission to publish the workbook theme.
  24. To replace an existing workbook theme, select the Replace existing theme checkbox.
  25. Click Publish  .
  26. To rearrange the dashboard templates, click one and drag and drop to the desired position in the list.
  27. Click the Save   icon on the toolbar to save the changes.

 

 

 

 

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