Page Setup

The Page Setup feature lets you customize the layout of your output before exporting, printing, emailing, or subscribing to a visualization. You can adjust settings such as margins, orientation, and page size, and add custom headers and footers.

This feature is available for Views, Dashboards, and Reports.

When to use the Page Setup

• Exporting visualizations: Prepare a visualization for output in a specific layout.
• Printing: Create a print-friendly version with customized margins and orientation.
• Emailing: Ensure the output is polished and properly formatted for email delivery.
• Subscribing: Schedule a visualization for regular delivery using custom layout settings.

Configure the Page Setup for Views, Reports, Dashboards

1. Locate the visualization you want to print, export, or email.
2. Double-click it or select Open from the context menu.
3. Click the Sharing icon in the Toolbar panel on the right. It expands to show the submenu options.
4. Select Page Setup from the menu.
5. Navigate through the General, Margins, Header/Footer, Grid, and Excel Export tabs to adjust layout settings and customize the output.
6. Click Confirm when you’re satisfied with the page layout.

Configure the Page Setup for Workbooks

1. Locate the workbook you want to print or export.
2. Double-click it or select Open from the context menu.
3. Click the Page Layout tab in the Ribbon.
4. In the Page Setup section, adjust the layout using the options Margins, Orientation, Size, Print Area, Breaks, Background and Print Titles.
5. To further customize the output, click the button at the bottom-right corner of the Page Setup section to open the setup dialog. Select OK when you're satisfied with the page layout.

Properties of the Page Setup for Views, Reports, Dashboards

General

The General tab defines the basic page setup options available for visualization.

Field	Description
Orientation	Sets the page orientation for the export: portrait or landscape.
Unit	Sets the unit of measurement (e.g., centimetres or inches) used for paper size and margins.
Paper Size	Selects a standard page size or define a custom width and height.
Width	Displays the page width. This value updates automatically unless a custom size is selected.
Height	Displays the page height. This value updates automatically unless a custom size is selected.
Fit to X page(s) wide	Specifies the number of pages the export content will fit into. This option and Zoom (%) are mutually exclusive and only appear if supported by the export format. The Fit to option is only compatible with PDF, Excel(.xlsx) and Excel(.xls) type exports. Charts and dashboards are automatically exported one per page by default.
Zoom (%)	Adjusts the zoom percentage for the export display. This option and Fit to - page(s) wide are mutually exclusive and only appear if supported by the export format.

Margins

The Margins tab lets you configure the margins for your visualization. A simplified margin preview in the center of the Page Setup dialog and it updates in real time based on the values you enter.

Field	Description
Default	Resets all export margins to their default values.
Top, Left, Right, Bottom	Defines the distance between the export content and the page border in each direction.
Header, Footer	Defines the space between the header or footer and the page border. These values should be smaller than the margin values to avoid overlap.

Header/Footer

The Header/Footer tab lets you customize the header and footer for your visualization (Views, Dashboards, or Reports) before export. A preview shows how the content will appear in the exported file.

The CSV file format does not support header or footer customization. These elements will not appear in any CSV exports.

Field	Description
Page Header	Customizes the export header. Click the pencil icon button next to the Page Header label to open the Page Header dialog.
Page Footer	Customizes the export footer. Click the pencil icon button next to the Page Footer label to open the Page Footer dialog.

The Page Header and the Page Footer dialogs let you create and edit the header or footer content that will be included in the exported visualization. To add header or footer text, click anywhere in the desired section and begin typing. You can use the Formatting Toolbar to customize both areas.

Formatting Toolbar properties

The Formatting Toolbar at the top of the Page Header and Page Footer dialogs let you further edit and customize the header and footer content.

Formatting Toolbar Option (Left to right)	Description
Bold	Makes the header or footer text bold.
Italic	Makes the header or footer text italic.
Underline	Underlines the header or footer text.
Strikethrough	Applies strikethrough formatting to the text.
Font Size	Changes the font size of the header or footer text (default: 9 for headers, 8 for footers).
Font Color	Changes the text color (default: black).
Insert Image	Inserts an uploaded image into the header or footer (not supported in Excel(.xls) exports).
Insert Keyword	Inserts predefined keywords such as Date, Time, View Name, and more. Some keywords offer dropdown menu options before insertion. Available Keywords: View Name – Inserts the exported view name. Chart Name – Inserts the exported chart name. Dashboard Name – Inserts the exported dashboard name. Report Name – Inserts the exported report name. Filter– Displays applied filters in the export. Data Model Parameters– Inserts a selected data model parameter. Data Model Name– Displays the data model name. Page Number– Inserts the page number (unsupported in HTML/XML exports). Date– Inserts the current date with selectable formats. Time– Inserts the current time with selectable formats. External Link– Adds a web link to the exported file (unsupported in Excel(.xls/.xlsx)). Global Variables– Inserts a chosen global variable. Note: Some keywords are only available for specific export types (Worksheets, Dashboards, Reports, Charts).

tip

Header or footer text can overlap, as shown in the image below. If this happens, reopen the Page Header or Page Footer dialog and add spacing, indentations, or line breaks to prevent the overlap.

Always review the header and footer preview in the Header/Footer tab before clicking Confirm.

Grid

The Grid tab lets you configure column header settings for Views only.

Field	Description
Column Header	Enables or disables column headers in the export. The other two fields on this tab are only available when this toggle is activated.
Repeat Column Header	Repeats the worksheet's column headers at the top of each page break when exported.
Column to repeat on left	Specifies how many columns will be shown when exported. The value cannot exceed the total number of columns in the worksheet.

Report

The Report tab lets you configure both column headers and the title for Reports only.

Field	Description
Column Header	Enables or disables column headers in the export. The Repeat Column Header and Column to repeat on left fields on this tab are only available when this toggle is activated.
Repeat Column Header	Repeats the report's column headers at the top of each page break when exported.
Column to repeat on left	Specifies how many columns will be shown when exported. The value cannot exceed the total number of columns in the report.
Show Title	Enables or disables the report title in the export.
Repeat Title	Repeats the report title at the top of each page break when exported.

Excel Export

The Excel Export tab lets you customize header and footer added when exporting Views, Dashboards, or Reports to an Excel file.

Field	Description
Auto Outline	Enables or disables the visibility of data group outlines in the exported file.
Data Model Name	Adds the data model name to the header.
View Name, Dashboard Name, Report Name	Adds the name of the view, dashboard, or report to the header, depending on the source type.
Custom Text	Adds custom text.
Filter	Adds the applied filters to the header of the view, dashboard, or report. Note: Filters always appear in English.
Printed on date and time	Adds the date and time the export occurred to the footer. Note: The date and time, and accompanying text always appear in English.

note

The headers and footers defined in this tab will appear in addition to those configured directly in Excel using Page Setup or the Header/Footer tab. This does not affect how the file appears on screen.

Properties of the Page Setup for Workbooks

Page

The Page tab in the Page Setup dialog defines the basic configuration options for setting up the workbook page for export.

Field	Description
Orientation	Sets the page orientation for the export: portrait or landscape. You can also change the orientation using the Orientation button under the Page Layout tab.
Scaling	Defines how the worksheet is resized for printing, using the following options: Adjust to – Sets the zoom percentage for the export display. Fit to – Specifies the number of pages the export content will fit into.
Paper size	Selects a standard page size for the export. You can also change the paper size using the Size button under the Page Layout tab.
Print quality	Sets the print resolution. Higher numbers indicate better quality.
First page number	Defines the starting page number for the printed document. If set to 1, printing begins with page number 1. If set to another number (e.g., 5), the first printed page will be labeled as page 5. If set to Auto (default), page numbers are assigned automatically in sequence.

Margins

The Margins tab in the Page Setup dialog lets you configure the margins for your visualization. A simplified margin preview appears in the center of the dialog and updates in real time based on the values you enter.

You can also quickly apply a predefined margin using the Margins button in the Page Layout tab.

Field	Description
Top, Left, Right, Bottom	Sets the distance between the export content and the page border in each direction.
Header and Footer	Sets the space between the header/footer and the page border. These values should be smaller than the margin values to avoid overlap.
Center on page	Sets the alignment of the printed sheet's content within the page margins. Two checkboxes are available: Horizontally – Centers the content between the left and right margins. Vertically – Centers the content between the top and bottom margins. If neither option is selected, the content is aligned to the top-left corner of the printable area.

Header/Footer

The Header/Footer tab in the Page Setup dialog lets you customize the header and footer for your printed workbook. It also provides a preview of how the header or footer will appear in the export.

Field	Description
Header	Customizes the export header. You can choose a predefined header from the dropdown menu or click the Custom Header button to open the Header dialog and define your own.
Footer	Customizes the export footer. You can choose a predefined footer from the dropdown menu or click the Custom Footer button to open the Footer dialog and define your own.
Different odd and even pages	Allows you to set different headers and footers for odd and even pages.
Different first page	Enables a unique header/footer for the first page.

The Header or Footer customization dialogs let you create and edit the content that will appear in the exported workbook. To begin adding text, click anywhere in the desired section and start typing. You can use the Formatting Toolbar to customize both the header and footer.

Formatting Toolbar properties

Formatting Toolbar Option (Left to right)	Description
Format Text	Customizes the text using font style and size.
Insert Page Number	Inserts the current page number.
Insert Number of Pages	Inserts the total number of printed pages.
Insert Date	Inserts the current date.
Insert Time	Inserts the current time.
Insert Workbook Name	Inserts the name of the workbook.
Insert Sheet Name	Inserts the name of the active sheet.
Insert Picture	Inserts an image selected through the file explorer.

Sheet

The Sheet tab in the Page Setup dialog lets you configure how worksheet content is printed.

Field	Description
Print Area	Specifies a cell range to define the exact area to be printed. Clicking the selection icon allows you to select a print area from the sheet, which creates a range called Print_Area. You can also set or clear the range using the Print Area button under the Page Layout tab.
Print Titles	Specifies rows and/or columns to repeat on every printed page in a multi-page workbook. This is useful for keeping column headers or row labels visible across all pages. Rows to repeat at top – Selects one or more rows that will appear at the top of each printed page. Columns to repeat at left – Selects one or more columns that will appear on the left side of each printed page.
Print	Customizes how the sheet appears when printed. Options include: Gridlines – Whether gridlines are printed. Show borders – Whether cell borders are printed. Black and white – Whether the document is printed in grayscale, ignoring colors. Row and column headings – Whether row numbers and column letters are printed for easier reference.
Page Order	Controls the order in which pages are printed when the worksheet spans multiple pages: Down, then over – (Default) Prints pages in a column-wise order (top to bottom, then right). Best for sheets with more rows than columns, or for pages printed for long vertical lists of data, such as financial reports. Over, then down – Prints pages in a row-wise order (left to right, then down). Ideal for sheets with more columns than rows, or when data is better suited for horizontal printing, such as wide tables.

Breaks

The Breaks option in the Page Layout tab lets you control where page breaks occur when printing a worksheet. The dropdown menu includes the following options:

Field	Description
Insert Page Break	Adds a manual page break at the selected row or column to force content onto a new page when printing.
Remove Page Break	Deletes a manually inserted page break to restore the default automatic layout.
Reset All Page Breaks	Removes all manually inserted page breaks and resets the worksheet to its default automatic page break settings.

Background

The Background button in the Page Layout tab lets you set an image as the background of the sheet. The background image appears behind gridlines and worksheet data, but does not appear in printed or exported output.

After an image is uploaded, the button changes to Delete Background, which allows you to remove the uploaded background image.