Building your publication using Publish Lite is an intuitive and flexible process, with each action achieved either manually through a simple point-and-click functionality or using natural language prompts in the Chatbot.
There are two main aspects to building a publication; first adding the data-driven content items that communicate your analytic information to your reader, and second updating the design and formatting of the individual pages and of the whole publication. Together, they allow you to create a meaningful and professional-looking publication that will satisfy the needs of different audiences.
Note: The Publish Pro experience, for users with a Pro license, gives you access to an advanced version of the app; this provides you with more functionality and more flexibility than users of the Lite app, but is also more complex to use.
Build your publication
Getting started
If this is the first time you have used Publish Lite, or you want to walk through a step-by-step publication-building process to get familiar with the steps, you should follow our getting started exercises:
- To learn how to use the Chatbot, see Exercise: Building a Publication using the Chatbot
- To learn how to use Publish Lite, see sihtExercise: Building a publication with Publish Lite
Tip: It is important to note that using the Chatbot will add content items (visuals, slicers, KPIs, and so on) and add a cover page, a layout, an insights panel, and so on, all in one move and all in response to your natural language prompts. You might, therefore, want to consider creating your analytic content using Chatbot in the first instance and only editing those visuals using the manual steps described in this section.
Add or change content
New publication
Create a new, empty, publication. Once this publication is created, you can manage its content and formatting. The subsequent sections describe the steps that you need to follow.
- For more information, see Building a New Publication in Publish Lite
Content items
Add data-driven or other content items to your pages. You can select existing or create new visuals, add variable or static text fields, add infographics built in Illustrate, add slicers to create interactions in your publication, and so on. The options for performing these tasks are available from the Publish Lite Toolbox, to the side of the canvas.
- For more information, see Adding Content Items in Publish Lite
Update design and formatting
Select theme and use layout tools
You can make the design of your publication consistent by adding a theme that applies to the whole publication, deciding whether to include a cover page, and adding design elements to the pages such as titles, footers, and so on. You can also make use of the snap to grid, alignment, and grouping functions that help you to professionalize your publication. The options are typically available from Publish Lite's ribbon, above the canvas.
- For more information, see Formatting and Design in Publish Lite