Adding Content Items in Publish Pro

You can add a variety of content types to your publications. From existing discoveries to dynamic infographics, Tabulate visual areas, and so on, all can be added easily from the Content panel. This is the main purpose of your pages, to present some analytic or supporting content to your reader and help them to understand your current data.

Note: You can also build new publication assets on-the-fly; including new slicers, variable text fields, dynamic text, and shapes (perhaps with "jump" actions).

Adding content

Broadly speaking, you can add existing visual assets from the Content panel or Used Content panel, dragging and dropping your items or sub-items onto the canvas as needed. You can also add new images or text and build new visual assets on-the-fly using the tools in the Toolbox.

Tip: Once visuals and other assets have been added to the publication canvas, you can resize and customize them as needed. Many items can also be formatted from the Component ribbon or Formatting panel and edited in their specialized app; for example, discoveries can be opened and edited in Discover when you right-click them and select Open in Discover.

Adding pages

You can add new pages to your publication from the Publication ribbon (yellow arrow), from the pages panel header (purple arrow), and using the right-click context menu in the pages panel (green arrow):

Note: If the preceding Add Page options are not available, that may be because your publication is an Inline Email. Inline emails have only one page. For more information, see Building an Inline Email Publication.

  • Click here for more information about the Publish Pro ribbons
  • Click here for more information about the Pages panel

Note: When you add a page, it is typically added after the last page in your Pages panel (at the end of your publication). You can change its position in the overall publication using drag and drop.

Visuals and Analytics

Adding your visuals and analytics is probably the most important stage of populating each of your pages. It provides the analytic content that is at the heart of the data you want to share with your audience. You can either add existing visuals that have been saved to content manager or you can create one-off visuals that only exist within this publication using Smart Reporting or Discover Lite. Note: One-off visuals cannot be reused by other users or in other publications.

Slicers

You can add slicers that allow you to filter your publication's content items at build time. For example, a slicer may allow you to build different sales reports for each Country that your business operates in, affecting every visual in the report. Note: In Publish, slicers are used to filter the content at build time and do not appear on the publication canvas.

Publication Assets

After you have added Visuals and Slicers to your publication, you might also want to add other assets (text and images) that describe, illustrate, and provide insights for your pages. These assets can include static images, shapes, and text; variable text fields whose content gets replaced with page or publication details at build time; insights that provide an AI-generated analysis of your page content; and dynamic text and images that reflect data changes or selections by changing color, size, and so on when included in the built output.