Present Workspace

The Present workspace is made up of the slide canvas, Content panel, Preview panel, and Present ribbons. On the right side, the Slicers panel and Targets panel can also be opened simply by clicking on them.


Several panels are located on both the right and left of the canvas.


The Content panel (blue arrow above) displays the content folder tree, along with your favorites and recent lists. The folders here expose the saved content items to which you have access. Navigate through the content panel to find the content items that you want to add to the presentation.

Data discovery items can be expanded to expose addition visual items within them, like legends or slicers. Drag the required content items onto the canvas.

Used Content

The Used Content panel (yellow arrow) displays a list of content items appearing in the presentation at the time it was last saved.


The Slicers panel (red highlight) displays hidden slicers and slicers located on a slide that is not currently being viewed. You can access the Advanced Slicer Wizard by clicking the + icon from the Slicers pane.


The Targets panel (white arrow) displays any target interactions that have been configured. Target interactions are used to configure Cross Filtering Visuals between data discoveries that are located on different slides.


The Slides panel, located on the right of the canvas (green highlight), is where you can add, remove, duplicate and rename slides. You can also add sections, and use the slides panel to navigate through the presentation while in edit mode.


The Formatting panel (orange highlight) allows you to make formatting changes for selected unlinked content.

Canvas Menu

Text: add static or graphic text to the canvas.

Shapes: add shapes that can be used to create dynamic jump buttons.

Text Fields: add dynamic text fields that are rendered at runtime.

Import Images: import images to your presentation.

Web Page Illustration:

New Slicer: add a new slicer.

Smart Reporting: open Smart Reporting to build new data discoveries on the fly.

Discover Lite:


The canvas, located in the middle of the workspace, is where you build and design your presentation. Content items, text, images, slicers, and shapes are added to the canvas, where they can be re-sized and formatted as required.

The canvas displays the slide that is currently selected from the Slides panel. It also features navigation icons that cannot be edited; these icons enable you to navigate through the presentation once it is launched in runtime.

Right click on a visual to:

  • Open it in Discover
  • Set scale modes
  • Edit the panel settings
  • Access clipboard functions
  • Bring the visual forward or back

Metadata Panel

In edit mode, each content item displays an information icon; hover over the icon to see the item's metadata panel.

The information panel of a data discovery displays:

Measures: displays the measures in the query.

Filters: any filters added to the query.

Statistics: displays the number of columns, rows, and cells in the query.

Metadata: displays the server name, database name, model name, and model description.

Report Metadata: the location of the content item in the CMS, the date the item was created, and the user who create it.

Note that the information panel of a slicer will only open after the presentation in which it resides has been saved.

Dynamic assets will also display an information panel:

Reset Workspace

If you've moved any of the workspace panels around, or minimized them, you can reset them by clicking Reset Workspace (green highlight below). This will return the workspace to its default layout.

Runtime Functions

Launch your presentation in runtime mode to access the content's functionality. From the slides, users can: