Using the Open Workbook in Design Mode
The Open Workbook in Design Mode view is composed of the following sections.
Section | Description |
1 |
Back Exit the Workbook in Design Mode to go back to the Workbooks page. |
2 |
Data Table Selected data table. |
3 |
Search Columns Allows you to search for columns in the selected data table. |
4 |
Data Table Columns Columns to drag to dashboard visualizations and parts. |
5 |
Workbook Data Table Editor Displays Data Table Editor layout where you can further configure the data table. |
6 |
Home Allows you to go back to the Welcome page. |
7 |
Edit Data Table Opens the Edit Data Table Wizard. Enabled when the data table was added using the |
8 |
Add Data Table Opens the Add Data Table Wizard. |
9 |
Dashboard Selected dashboard where you can add, edit, and delete visualizations, filters, actions, You can also create, edit, duplicate, rearrange, and delete dashboards. |
10 |
Columns Columns dragged to the X variable of the visualization. |
11 |
Breakdown, Columns, and Rows Allows you to define hierarchical structures for the visualization |
12 |
Visualization Variables and Filters Variables and filters that can be defined for the visualization |
13 |
New Dashboard Allows you to add a new dashboard. You can also opt to select a template to use. |
14 |
Workbook Theme Select the workbook theme. |
15 |
Toolbar Toolbar options in the Workbook in Design Mode |
16 |
View Go to Workbook in View Mode |
17 |
Show Details Displays information available in the Details variable of a visualization |
18 |
Filters Filters added on the dashboard |
19 |
Visualization Context Menu See Context Menu for more information. |
In this mode, you can also perform the following operations:
- Add dashboard parameters
- Perform synchronization
- Morph visualizations
- Create actions and global filters for the workbook
- View and clear active filters
- Define the workbook theme
- Interact with the visualizations
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