Create Workbook
To analyze and customize your data, start by creating a workbook. You can adjust permissions and configuration options as needed.
Create a workbook
- Right-click an empty space in the Workbooks tab and select New Workbook.
- In the New Workbook dialog, enter the required authorizations and customization options. For more details, see New Workbook Settings.
- Click Save. The new workbook opens in Edit mode.
- (Optional) If a selection page is set, the Selection Page dialog appears:
- Enter values manually or use the prompt icon to select them.
- Click Confirm to open the workbook.
New Workbook settings
The following settings are available in the New Workbook dialog.
Authorizations
| Setting | Description |
|---|---|
| Publish | Activate to make the workbook available to others. |
| Publish to Everyone | If Publish is selected, a second slider displays allowing you to share with all users. |
| Select groups to publish to | If Publish to everyone is not selected, a text box allows you to specify the groups to share with. |
| Lock view definition | Prevent edits by others unless you are the administrator. |
Options
| Setting | Description |
|---|---|
| On open | Choose whether to show a selection page before opening the workbook. Select None to skip it, or Selection Page to display one. |
| Selection Page | If selected under On Open, choose which selection page to display. Click the pencil icon to add or edit a global selection page. Its parameters will be available when creating a function. |