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Workbook Workspace

The Workbook Workspace consists of three primary components to help you create, edit, and analyze your data effectively. Build your workbooks by inserting tables, formulas, visualizations, and other elements. Adjust settings and formatting to customize both your data and its presentation for thorough reporting and analysis.

Ribbon​

The Ribbon contains the commands and features, organized in tabs at the top of the screen. Use it to add functionality, perform calculations, and manage your workbook’s structure and appearance. You can:

  • Access workbook tools: Make data dynamic or hide zero values for a cleaner workbook.
  • Use wizards: Extract data, create formulas, build pivot tables, drill down or duplicate sheets using guided processes.
  • Add slicers: Insert interactive filter controls to make your tables or reports dynamic.
  • Insert cell types: Add text, numeric, dropdown, or specialized cells for data entry.
  • Insert sparklines: Add mini-charts in cells to visualize trends directly within your worksheets.

Content Area​

The Content Area is the central area where you add and interact with the data. Create and arrange tables, insert formulas, and include visualizations to structure your analysis.

Toolbar​

The Toolbar panel on the right lets you configure sheet properties and manage workbook options. Use it to adjust your report’s layout, share your work, and update data as needed. You can:

  • Save your progress: Save changes to the current workbook or create a copy with different options and settings.
  • Share your workbook: Distribute the workbook with other users or groups.
  • Use a Selection Page: Choose specific filters or parameters to customize the data view.
  • Refresh Data: Update the workbook to show the latest available data.
  • Clear Cache: Remove stored temporary data to resolve issues or refresh content.