Present Lite Canvas

The Present Lite canvas, in the middle of the workspace, is where you design and build your presentation, one slide at a time. You can use the tools in the left-hand toolbox to add content items, text, images, slicers, shapes, and so on. You can use the tools from the overhead ribbon to change the formatting of those items and of the presentation as a whole.

The canvas displays the slide that is currently selected in the Slides panel. The slide that you are editing on the canvas also includes some runtime options (back, forward, menu, reset, and so on) that cannot be edited. Your viewer will use these options to navigate through the presentation once it is launched at runtime.

Present Lite Canvas

Runtime options

By default, each of the corners of your canvas contain options that allow your viewer to interact with or navigate around the presentation at runtime. You cannot edit, remove, or move these icons in the Present Lite (design time) view, however it is possible for a user of Present Pro.

The runtime options are:

  • Hamburger: (Red highlight above.) Opens the Present runtime menu panel at runtime. By default, this menu is included at the top-left of each of your slides.
  • Runtime options: (Blue.) Runtime options to reset the presentation, undo and redo any changes, maximize the presentation (full screen), and exit the runtime version of the presentation. Tip: At runtime, you can also undo, redo, and reset the presentation from the Present runtime menu and from the canvas context menu (right-click).
  • Slide navigation: (Purple.) Move backwards and forwards between the slides in the presentation. The example shows the default Arrow navigation.

Tip: Present Pro users can reposition the options and choose alternative slide navigation options (tabs or drop-down navigation) by editing the Master.

Metadata panel

The metadata panel displays metadata information about the visual. This includes the measures and attributes it contains, any filters that are applied to it (where applicable), its statistics (the number of columns, rows, and cells it contains), its actual metadata (name, stored location, and time stamps), and the item ID that is used to uniquely identify it in Pyramid.

  • Hover your cursor over the Info icon at the top-left of any visual to open a pop-up showing a summary of the visual's details.
  • Click here for more information about the metadata panel

Interactions with items on canvas

Context menu

The right-click context menus allow you to interact with the items on the canvas. The menus include different options depending on what is selected when you right-click.

Note: The following image shows a context menu where a single visual is selected. The blue arrow indicates where the cursor was positioned on the right-click.

Common options

Function

What is selected?

Description

Scale Mode

Visual area; Slicer

Set scaling preferences, enabling scale up and down when changing either the size of the browser window or the size of the page when customizing the workspace. Scale to Fit is not included on the context menu for a Slicer.

Cut, Copy

All (inc No Selection)

Cut or copy the selected object.

Paste options

All (inc No Selection)

There are two methods for pasting an item:

  • Paste in Original Position: Paste onto the current slide in the position that the original was cut or copied from.
  • Paste at Cursor Position: Paste onto the current slide at the current position of the cursor.

Delete

All

Delete the selected object.

Group

All (Multi Select)

Where two or more items are selected on the canvas, the items can be "grouped" using this option and the group can then be resized, aligned, moved, copied, cut, or pasted as if it were one item. For more information, see Grouping items in Present Lite.

Alignment

All

Align the object with another object on the slide.

Distribute

All (Multi Select)

Not shown. Where three or more items are selected on the canvas, they can be distributed relative to one another.

Bring to front

All

Use one of the two options either to bring the object forward (in front of another item) or to the front (in front of all other items).

Send to Back

All

Use one of the two options either to send the object backward (behind another item) or to the back (behind all other items).

Rename Title

Visuals

Customize the title used for the visual on this slide. This does not affect the name of the visual.

Open in Discover

Visuals

Open the visual in Discover to make changes to it.

Open in Tabulate

Visual areas

Open the spreadsheet containing this visual area in Tabulate to make changes to it.

Go to item location

Visuals and Visual areas (linked only)

Open the content item in its location in the Content Manager (CMS).

Unlink

Visuals (linked only)

Unlink a shared item from its source, making it a one-off that is relevant to the presentation only.

Slicers only

Function

Description

Change Slicer Type

Change the Slicer Type used by your Slicer. For example, you might use this option to change a drop-down list into a set of selection buttons.

Hide on this Slide

Move the selected slicer from the slide to the hidden Slicers panel. Hidden slicers don't appear on any slide in the presentation

Detach Slicer

Remove slicer interactions from the slides other than the one that is currently being viewed.

Canvas objects

Function

Highlight

Description

Rotation handle

Orange arrow

Text or Image boxes only. Drag the Rotation Handle at the top-right to rotate the text or image panel as needed.

Resize handles

Green arrow

Drag one of the eight "handles" to resize the panel in the chosen direction. Selecting the corner handles allows the panel to be resized diagonally (that is, both vertically and horizontally at once). The appearance of your cursor indicates the resize direction.

Tip: Hold Shift when dragging the handle to re-size the content item while maintaining its current aspect ratio.

Note: Resizing a text box does not affect the font size used for the text in the text box.

Move cursor

Not shown

The move cursor (four arrows, like the legend of a compass) is displayed when you have any type of panel selected on the canvas and your cursor is over the panel. When the move cursor is shown, you can drag the panel to a different position on the canvas without resizing it.

Coordinates

Red box

The current position of the box on the slide canvas as X and Y coordinates. Updates when you drag the box around the canvas.

Size

Purple arrow

The current dimensions of the box. Updates as and when you resize the box on the canvas.

App Tab Menu

When you have content items (presentations, discoveries, publications, and so on) open in Pyramid, each is shown as a tab in the App Tab menu along the bottom of the page. You can move between the content items using these tabs and also open each tab's context menu from its arrow (purple arrow below):

The options available on this menu where your content item is a presentation and is open in Present Lite:

Function

Details

Add to / Remove from favorites

Adds the open content item to your favorites list or removes the current content item from your favorites list.

Rate Item

Sets a user rating (in stars) for the content item. You can also use this option to view the current star rating and clear the star rating for this item.

Direct URL Link

Copies a direct URL link to the selected content item to your clipboard. You can use the copied URL to open the item in a browser directly.

Duplicate

Duplicates the current content item, creating a copy in the same folder as the selected item and opening it on a new tab.

Rename

Renames the current content item. (Double-clicking the tab also allows you to rename the item.)

Change Description

Set or update the item's description.

Save
  • Save the content item:
    • Save: Save changes to the content item.
    • Save & Close: Save changes and close the current tab.
    • Save As: Save as a new content item with a different name and location.
    • Save as New Version: Save the current item, with its current name in its current folder location, as a new version. You will be prompted to provide a description for the new version.

    Delete

    Deletes the content item from the content system and closes the tab.

    Go to item location

    Opens the content item's folder location in the Content Explorer.

    Open Related Content

    Opens any other content items related to the current item. Related items are items that the selected item either contains or is contained by. For example, a presentation is upstream of a visual that it includes, and a visual is downstream of a presentation that it is contained by. Options are:

    • Open All: Open all related content items, both upstream and downstream.
    • Upstream: Open upstream content items.
    • Downstream: Open downstream content items.

    Close

    Close the current tab.

    Close other tabs

    Close all other tabs, apart from the currently selected tab.