Creating workbooks and worksheets

Applies to: Kyvos Enterprise   Kyvos Cloud (Managed Services on AWS)     Kyvos Azure Marketplace

Kyvos AWS Marketplace   Kyvos Single Node Installation (Kyvos SNI)     Kyvos Free ( Limited offering for AWS)

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 semantic model, you are prompted to save any unchanged worksheets. 

To create a workbook and worksheet, perform the following steps.

1. From the Toolbox, select Workbooks, click the Actions menu ( ⋮ ) next to the column name, and click Add Workbook.
   The Add Worksheet page is displayed. 
   
2. Enter the name of the worksheet.
3. Select a semantic model from the list or  search for the folder containing the target semantic model. You can type into the Search textbox to quickly locate your target semantic model.
4. Click Add. A default worksheet is created that you can modify or save.
   When you save the workbook, you are prompted to select a folder and a name. 
5. Click Save. You can also right-click the Untitled Workbook in the list of workbooks and click Save.
   

To add measures or dimensions to worksheets, perform the following steps. 

1. Click Design to select the design mode. 
2. In the View Type list, select the chart type that you want to use. 
3. Drag a dimension into one of the places (shelves) where Drop here is displayed.
   
   The available places to drop a dimension or measure vary depending on the chart type selected.
   Hovering over a measure on the shelf shows the name of the measure group to which it belongs.

To create additional worksheets, perform the following steps. 

1. From the top of the workspace, click Add and choose Worksheet.
   The Add Worksheet page is displayed.
    
2. Enter the name of the worksheet.
3. Select a semantic model from the list or search for the folder containing the target semantic model. You can type into the Search textbox to quickly locate your target .
4. Click Add . The worksheet is added to your workbook. 

To copy worksheets or dashboards between workbooks, perform the following steps. 

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, perform the following steps. 

1. Right-click the name of a dashboard or worksheet and click 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. Click None to move the dashboard without the linked worksheets. 
5. Click Move.

To set a worksheet or dashboard as a landing page, perform the following steps. 

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 then click Remove Landing Page
   

To view descriptions of dimensions and measures, perform the following steps. 

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

Related topics

• Setting a document notification