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. |
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Access copy, paste, cut, and delete functions. |
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Interaction Manager |
Access the interaction manager to edit interactions. |
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New |
Add a new page to the publication. |
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New Slicer |
Open the New Slicer wizard to configure and add a slicer. |
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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. |
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Smart Reporting |
Open the Smart Reporting tool to create a new data discovery on the fly. |
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Text |
Options for changing font type, size, and headings. |
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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. |
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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 publication. |
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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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Show or hide error messages in the rendered report. |
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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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Refresh Snapshots |
Re-creates the thumbnail images used in the Content Manager. |
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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
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. |
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Dynamic Text |
Click to open the Dynamic Text wizard to configure dynamic text from within your publication. |
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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. |
|
Show Highlights |
Dynamic Text |
Toggle to enable or disable highlighting of dynamic text. |
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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 |
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. |
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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
The Page Ribbon offers a range of tools aimed at customizing the current page.
|
Function |
Description |
|---|---|
|
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. |