Present Pro Workspace

The Present Pro workspace is the main user interface that you use to design and build presentations (or "slide shows") if you are an advanced user with access to Present Pro. The workspace has a standard layout that lets you open and then build and design each slide in the presentation.

The pro workspace layout includes a central canvas where you edit each slide; the toolbox where you add content items (including visuals), text, and so on; overhead ribbons including formatting and advanced option tools; and panels where you can manage various content including the slide sequence and slicers. Present Pro is an advanced version of the Present tool for technical users who want to exercise fine control when they are building presentations to share with their viewers.

Note: Whether you see the Present Pro or Present Lite workspace depends on your access to the system. If you see a less complex view than the example below (specifically if the Content item is visible in your Toolbox rather than being a full panel), see Workspace in Present Lite.

Workspace Structure

Canvas

You build the storyboard for your presentation by dragging and dropping content items onto the canvas at the center of the workspace. You can add visuals, text, images, slicers, shapes, and so on to the canvas, and then re-size and format them as needed.

The canvas displays one "slide" of your presentation at a time, and you select that slide from the Slides panel.

Note: Each slide includes navigation icons that you cannot edit in this view. These icons let your viewer navigate through the presentation when they view it at runtime and are associated with the Master used by the presentation. For more information, see Master Page Ribbon in Present Pro.

Ribbons

The ribbons, located along the top of the canvas (highlighted in sky blue in the preceding image), include common design and formatting functions and other advanced editing options. Due to the tremendous amount of flexibility provided by Present Pro, the ribbon is split into four, with each ribbon accessed from the buttons alongside the Run button.

The Component ribbon (shown with a T in the preceding image) is context dependent; as such, its functions display only when a relevant content item is selected on the canvas.

Tip: When there are too many items to display in the ribbon, the sections may be collapsed (black arrow). Either maximize your browser or open the drop-down to access these options.

Run

The Run button is in the upper-left corner of the workspace by default (green arrow). You can click it, or press your F2 key, to launch your presentation at runtime. The runtime version of the presentation opens with the slide that is currently open on the canvas as the first page. Tip: Always save your presentation before you run it; this ensures you include your recent changes. For more information, see Running Presentations

Content Panels

Typically positioned on the left, the content panels (purple highlight) let you view and interact with the content that is or can be dragged onto your presentation. These panels can be hidden, docked, undocked, and re-arranged as per your requirements. For more information, see Common App Interface.

Tip: If you move or minimize any of your workspace panels, you can reset the workspace back to its default layout by clicking Reset Workspace on the Presentation ribbon.

Content / Used Content

Use these panels to add content items (visuals, legends, slicers, and so on) to slides using drag-and-drop:

  • The Content panel shows the content that you have access to as a folder tree, along with your favorites and recent lists.
  • The Used Content panel (blue arrow below) shows a list of content items that had been added to the current presentation when it was last saved.

Note: Which content items you can see in these panels depends on your access to the folders that the content items have been saved to. For more information, see Content Folder Structures.

Slicers

The Slicers panel shows the slicers that are associated with this presentation that are either hidden or located on a slide that is not currently open on the canvas. Tip: You can use the Advanced Slicer Wizard to add a new slicer by clicking the plus (+) icon in the Slicers panel.

Targets

The Targets panel lists the targets that have been created in this presentation to either enable cross-filtering between visuals on different slides or to allow the creation of direct URL or embedded JavaScript links where the target is used to initialize the linked slicers or visuals with particular values.

Title Bar

The Title Bar, above the canvas, contains the name of the presentation and also allows you to access some basic options.

Device Type

The Device Type options, on the left of the title bar (sky blue arrow), allow you to move between the different presentation "layouts" that optimize your content for particular devices. Note: When you created your presentation you selected one of these layouts; selecting a different option here either creates an additional layout (on first selection, when you Convert) or allows you to move between those layouts if they already exist.

Status Bar

The Status Bar, on the right of the title bar (brown arrow), includes options includes the standard options.

  • For more information about the standard options, see Status Bar

Toolbox

The Toolbox, on the left-hand side of the canvas (brown), contains buttons that let you build up the content of the open slide, performing quick actions and opening tools. You can:

  • Change your selector.
  • Auto Layout the items on your slide.
  • Add dynamic or static text, images, and shapes.
  • Add "layout containers" to add multiple content items to your slide within a "container."
  • Build new slicers.
  • Create new visuals using Discover Lite or Smart Discovery.

Slide Panels

Typically positioned on the right, the Slide panels (green highlight) let you view and interact with your presentation's Slides and Formatting options.

Slides

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

Formatting

The Formatting panel, also located on the right of the canvas and typically collapsed by default, is where you change the appearance of the visuals and panels included in your presentation.

App Tabs

The App Tabs, along the bottom of your page, allow you to access both your apps and the features that are relevant across your apps. You can find and open your files (file access, yellow), move between currently open visuals, presentations, publications, and tabulations (app tabs, green), and make use of the other system tools (app tools, gray).

Tip: You can also use the app menu to create a new visual, presentation, publication, or tabulation (blue arrow) and access "quick" options relating to a specific tab (orange arrow).

Chatbot

The Chatbot is used in Present to create and configure presentations using natural language prompts. If it is available, you can open the Chatbot from the bottom-right of the page (purple arrow) and ask it to create or update the content of each of your slides for you.

You can only make use of this functionality if your administrator has selected the Enable Generative AI checkbox in the AI Settings page of the Admin Console. If your administrator does not select this option, the function is not available for use.