Publish Ribbons

Publish features four ribbons, exposing a range of functionality that can be used to customize the query, and change the report and visualization design and formatting.

These features offer the user a tremendous amount of flexibility when it comes to querying the data model. They also give the user great freedom in terms of defining the look and feel of the publication.

Print Publication

The Print Publication button (orange highlight below) is the first function in the ribbon, and is displayed regardless of the currently selected ribbon. This button is used to launch the print and export the publication.

Ribbon Selection

There are four ribbons which you can toggle between: the publication (red arrow above), design (green arrow), component (blue arrow), and page (yellow arrow) ribbons. To access the required ribbon, simply click it's corresponding button as indicated in the image below:

Publication

The Publication Ribbon offers quick access to a range of commonly used tools, like clipboard functions, visual interactions, slicers, and scheduling.

Function

Description

Add Text Field

Allows you to add dynamic text with slide numbers, slide names, dates, and more. Click the drop down and select a text field.

Clipboard

Access copy, paste, cut, and delete functions.

Interaction Manager

Access the interaction manager to edit interactions.

New

Add a new page to the publication.

New Slicer

Open the New Slicer wizard to configure and add a slicer.

Reset Workspace

If you've moved any of the workspace panels around, or minimized them, you can reset them.

Schedule

Scheduling preferences can be configured once the publication has been saved.

Smart Reporting

Open the Smart Reporting tool to create a new data discovery on the fly.

Text

Options for changing font type, size, and headings.

Unlink All

Unlink all content items to embed them in the publication as separate instances that are not linked to the original assets. You can then make edit to the originals, without affecting the copy in Publish, and vice versa.

Design

The Design Ribbon exposes functionality that enables the user to customize the design of the publication. This includes tools that assist in placing assets on the page (like grid and guides).

From here, the user can also select a design theme for the publication, and change the background color.

Function

Description

Page Size

Change the page size and aspect ratio.

Page Orientation

Select the page orientation.

Display

Change the display size.

Guides

Create borders using the Normal or Narrow Presets; add vertical and/ or horizontal guidelines to organize the layout of your publication.

Show Ruler

Click to enable or disable the ruler along the top and left side of the canvas.

Grid

Enable grid lines to assist in publication design.

Snap to Grid

Enable Snap to Grid to easily place visuals along the grid lines.

Design

Select a design theme.

Reset Formatting

Undo any formatting changes.

Interaction Manager

Open the interaction manager dialog to edit interactions.

Component

From the Component Ribbon, users can customize elements at visualization level. This ribbon offers settings and formatting choices that affect the look and feel of the current item. The functions exposed in the Component Ribbon depend of the currently selected visualization or asset type, with each function developed to address the various formatting and design considerations that are specific to the corresponding item.

Note: to access these functions, left click select the relevant component on your slide.

Function

Relevant Function

Description

Clipboard

Dynamic Text

Copy, paste, and cut dynamic text.

Dynamic Text

Dynamic Text

Click to open the Dynamic Text wizard to configure dynamic text from within your publication.

Dynamic Place Holder

Dynamic Text

Click to add a placeholder to your dynamic text.

Text Fields

Dynamic Text

Allows you to add dynamic text with slide numbers, slide names, dates, and more. Click the drop down and select a text field.

Show Highlights

Dynamic Text

Toggle to enable or disable highlighting of dynamic text.

Graphic Text

Dynamic Text

Click the drop down to change the size of text.

Font

Dynamic Text

Change font type, size, color, spacing, and more.

Paragraph

Dynamic Text

Change paragraph formatting.

Styles

Dynamic Text

Select from different heading styles.

Search and Replace

Dynamic Text

Replace text: write the text to be replaced or modified in the search box, and the text that should replace it in the replace box, and then click Replace.

Unlink

Visualization

Unlink the selected content item to embed it in the publication as separate instance that is not linked to the original asset. You can then make edits to the original, without affecting the copy in Publish, and vice versa.

Scale Mode

Visualization

Change the scale of the selected visual.

Background

Visualization

Change the background color of the selected visual or slicer.

Page

The Page Ribbon offers a range of tools aimed at customizing the current page.

Function

Description

Page Canvas

Change the color of the canvas.

Page Repeater

Generates multiple copies of the selected page, within a single file, with each copy filtered by a different element within the chosen slicer.

Arrange

Use these functions when using layers, to send items forward or backward.