Creating a Workbook

The workbook contains functions that use the existing global variables and global selection page variables.

In addition to filtering purposes, selection pages are used as a function in workbooks, as opposed to selection pages in dashboards and reports, which are used as a query. The selection page pre-populates a cell so that you can use it in functions. That function can then be used in the formula wizard instead of being hard-coded.

To create a workbook:

  1. Right-click in an empty space in the Workbooks tab and select New Workbook.

  2. In the New Workbook dialog box, select the appropriate authorizations and options.

    Setting Description
    Authorizations  
    Description

    Enter a meaningful description for the workbook.

    Publish

    1. Use the slider to publish the workbook for other users.

    2. A second slider is displayed to allow you to publish to everyone or to select specific groups:

      • Publish to everyone (enabled by default): This option will publish the workbook to all users.

      • Publish to everyone when disabled: Click the slider to the left to select specific groups. The Select groups to publish to field is displayed to allow you to select one or more groups.

    3. Select the owner from the drop-down list. This is the user profile that will own and have full access to this workbook. The default owner is the current user.
    Lock View Definition

    Only the owner of this workbook or a user with the Administrator flag will have the ability to modify it.
    Options  
    Options

    Allows you to open a selection page before opening the workbook:

    • None: No selection page is applied.

    • Selection Page: Opens the Selection Page before opening this workbook. The workbook data can then only be retrieved once the criteria of the Selection Page is entered.

      Select a global selection page from the list.

      To add or edit a global selection page, click the Pencil icon.

      Note:  The parameters of the selection page will be available when creating a function.

  3. Click Save. The new workbook is displayed in Edit mode.

  4. If you chose a selection page in Step 2, the Selection Page dialog box is displayed.

    1. Enter the selection page values or use the prompt icon to select them from the list.

    2. Click Confirm. The new workbook is displayed in Edit mode.