Formatting Panel
You can use the Formatting panel in Present Pro to change the appearance of the visuals and panels included in your presentation. If the visual in your panel is not linked to a Discovery (it has been "unlinked"), you can edit all relevant formatting options, including Panel Settings. If the visual in your panel is linked to a Discovery, is a visual area from Tabulate, or is a Slicer, you can only format the Panel Settings or Slicer Format in Present; any other formatting (for example, editing the text for your legend) must be done in the linked app.
Note: When you change formatting options inside a presentation, your changes only impact that presentation. When you open the linked visual in its source app, any formatting changes you make apply anywhere the visual appears.
- Click here to learn how to unlink content
Formatting Panel
Unlinked Discovery
Where the selected visual contains a discovery that is local to this presentation; that is, it was created in Present or has been unlinked from its original discovery; you can edit any of its formatting in Present. For unlinked visuals, the Formatting panel contains a Component drop-down list (green highlight), which allows you to select:
Note: Alongside the Components drop-down is a Reset option (blue arrow). Use this option to reset the formatting options back to their default state. |
Linked Discovery or Other Panel Type
The Component drop-down list (see previous) is locked where the selected visual is:
In these cases, only the presentation-specific Panel Settings formatting options are offered in Present:
If you want to make other formatting changes to a visual of this type, you can either:
|
Opening the Formatting Panel
Formatting Selector
The Formatting panel can be opened and pinned as needed.
-
From the left-hand Toolbox, click Formatting Selector.
This transforms the canvas into an intuitive, point-and-click formatting area. Hover your cursor over the content items on the canvas to highlight them for selection.
-
Click the content item that you want to format.
Clicking an "activated" component opens its formatting options in the Formatting panel.
- Update the formatting options as appropriate to your requirements.
The options that are selected in the Formatting panel depend on the content item that you have selected. For details about the options in this panel, see Formatting Panel.
When in the formatting selection mode, editable items are displayed with a blue border:
Other Options
Instead of following the preceding steps, you can also open the Formatting panel by:
- Right-clicking the visual and selecting Panel Settings or, in the case of slicers, Format from the context menu.
- Selecting Show Panels > More Panel Options from the Component or Slide ribbons. Note: If you select this option from the Slide ribbon or with more than one panel selected on the slide, the Slide Panel Settings open in the Formatting panel. These options control the same format options as Panel Settings, but they apply to every panel on the slide.
- Selecting the visual and expanding the Formatting panel from the workspace tabs.
Applying Formatting Changes
The Formatting panel is available in Discover, Present, Publish, and Tabulate. In each of these modules, the Formatting panel shows some or all of the same formatting options. For details about applying various formatting changes to different visualization types, review the documentation in the Discover Pro section: Formatting Panel.
In addition to the common Formatting panel content, Present Pro also offers formatting options relating to the panels that you include on your slides. For information about these settings, see Panel Settings.