Home
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Function |
Description |
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New |
Add a new page to the publication. |
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Smart Reporting |
Open the Smart Reporting tool to create a new data discovery on the fly. |
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Clipboard |
Access copy, paste, cut, and delete functions. |
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Text |
Options for changing font type, size, and headings. |
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New Slicer |
Open the New Slicer wizard to configure and add a slicer. |
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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. |
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Interaction Manager |
Access the interaction manager to edit interactions. |
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Reset Workspace |
If you've moved any of the workspace panels around, or minimized them, you can reset them. |
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Schedule |
Scheduling preferences can be configured once the publication has been saved. |
Publication
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Function |
Description |
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Page Size |
Change the page size and aspect ratio. |
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Page Orientation |
Select the page orientation. |
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Display |
Change the display size. |
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Guides |
Create borders using the Normal or Narrow Presets; add vertical and/ or horizontal guidelines to organize the layout of your presentation. |
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Show Ruler |
Click to enable or disable the ruler along the top and left side of the canvas. |
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Grid |
Enable grid lines to assist in publication design. |
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Snap to Grid |
Enable Snap to Grid to easily place visuals along the grid lines. |
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Design |
Select a design theme. |
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Reset Formatting |
Undo any formatting changes. |
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Interaction Manager |
Open the interaction manager dialog to edit interactions. |
Component
Note: to access these functions, left click select the relevant component on your slide.
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Function |
Relevant Function |
Description |
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Clipboard |
Dynamic Text |
Copy, paste, and cut dynamic text. |
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Dynamic Text |
Click to open the Dynamic Text wizard to configure dynamic text from within your presentation. |
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Dynamic Place Holder |
Dynamic Text |
Click to add a placeholder to your dynamic text. |
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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. |
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Show Highlights |
Dynamic Text |
Toggle to enable or disable highlighting of dynamic text. |
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Graphic Text |
Dynamic Text |
Click the drop down to change the size of text. |
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Font |
Dynamic Text |
Change font type, size, color, spacing, and more. |
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Paragraph |
Dynamic Text |
Change paragraph formatting. |
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Styles |
Dynamic Text |
Select from different heading styles. |
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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. |
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Visualization |
Left click select a visual and click Unlink to disable cut and paste functions for the specified visual. |
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Scale Mode |
Visualization |
Change the scale of the selected visual. |
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Background |
Visualization |
Change the background color of the selected visual or slicer. |
Page
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Function |
Description |
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Page Canvas |
Change the color of the canvas. |
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Generates multiple copies of the selected page, within a single file, with each copy filtered by a different element within the chosen slicer. |
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Arrange |
Use these functions when using layers, to send items forward or backward. |