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Create workbooks to organize your work and use worksheets to contain your charts and dashboards.

While working with a workbook or worksheet, if you click a different entity such as a cube, you are prompted to save any unchanged worksheets. 

You don’t edit a workbook; you edit the worksheets or dashboards in it.

To create a workbook and worksheet

  1. From the Toolbox, select Workbooks, click the Actions menu () next to the column name, and choose Add Workbook.
  2. Name the first worksheet.
  3. Select a cube from the list or search for the folder containing the target cube. you can type into the Search textbox to quickly locate your target.
  4. Click Add.
    A default worksheet is created that you can modify or save.
  5. Click Save.
  6. When you save the workbook you are prompted to select a folder and a name. 
  7. Click Save.

You can also right-click the Untitled Workbook in the list of workbooks and choose Save.

To create additional worksheets

  1. From the top of the workspace, click Add and choose Worksheet.
  2. Name the worksheet.
  3. Select a cube from the list or search for the folder containing the target cube. you can type into the Search textbox to quickly locate your target.
  4. Click Add.

To copy worksheets or dashboards between workbooks

  1. Right-click the name of a dashboard or worksheet and choose Copy To.
  2. Search for the folder containing the target workbook. You can type in the Search box to quickly locate your target. 
  3. Expand the folder and click the target workbook name.
  4. If you are copying a dashboard, select the Copy Linked Sheets checkbox to include any linked worksheets.
  5. Click Copy.

To move worksheets or dashboards between workbooks

  1. Right-click the name of a dashboard or worksheet and choose Move To.
  2. Search for the folder containing the target workbook. You can type in the Search box to quickly locate your target. 
  3. Expand the folder and click the target workbook name.
  4. If you are moving a dashboard, do one of the following:
    1. Select Copy All to copy all linked worksheets.
      The original worksheets remain in the source workbook and the copies are created in the destination workbook.
    2. Select Move All to move all linked worksheets.
      They are moved from the source to the destination workbook.
    3. Choose None to move the dashboard without the linked worksheets. 
  5. Click Move.

If you set the materialize property to No for any data, it will be highlighted in yellow. 

To set a worksheet or dashboard as a landing page

  1. Open the worksheet or dashboard you want to use.
  2. Click Options on the upper right side and choose Set as Landing Page.
  3. To remove it as a landing page, click Options and choose Remove Landing Page.

To view descriptions of dimensions and measures

If you added descriptions to dimensions and measures while designing a cube, you can view those descriptions by hovering the cursor over the dimension or measure that you are using in a worksheet, dashboard, or in a filter used in a worksheet.

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