Exploring Workbook Creation Options

A workbook combines a page and multiple charts and reports into a single file. Using a workbook, you can create a data flow to engage in data discovery, create charts and reports to analyze that data, and add multiple charts and reports to a page for a broader perspective. Using a workbook is a quick way to explore your data in a single session, providing the ability to save multiple content components together for easy access.

To create a workbook, from the WebFOCUS Home Page, click the Common tab or the Designer tab, then click Workbook. In the Open dialog box, navigate to a data source and click Select. A new workbook opens to a chart component in WebFOCUS Designer.

The options available to create content in a workbook depend on the type of component you are editing. If you are editing a chart or report in a workbook, the available options are the same as for stand-alone charts and reports. If you are editing a page, the available options are those that you use to create a page.

The workbook contains additional options in the navigation area. You can use them to switch between components, add a chart to the workbook, add a report to a workbook, and add a page to the workbook. There can be only one page component in a workbook. The navigation area is shown in the following image.

To delete a chart or report from a workbook containing multiple charts and reports, right-click the navigation tab for an item, select Delete, and then select Yes to confirm the deletion of the item. You cannot delete an item if it is currently being used in the page within a workbook. You must remove it from the page first, then delete it. Additionally, you cannot delete the only component in a workbook, or the page component.