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Workbooks let you save collections of tables for quick access. Use the Workbook ribbon to edit names, save, open, and create new workbooks.
1: About Workbooks
The Workbooks feature in Advanced Reporting allows you to save of a collection of tables (sheets) as a personalized workbook. This provides quick access to frequently used tables, eliminating the need to recreate tables for each analysis.
Note: Global page filters are not saved as part of the Workbook. Only configurations within Advanced Reporting are preserved.
2: Managing Workbooks
Using the Workbook ribbon, you can perform a variety of workbook related functions.
1 Edit Workbook Name - Modify your workbook's title.
2 Save Workbook - Save your current workbook. Provide a name and description, then save or overwrite as needed. You can use the "Open this workbook by default on page load" toggle to set a saved workbook as the default to load whenever the Crosstabs page is opened.
3 Open Workbook - Opens a library of your saved workbooks. From this library, you can pin a workbook to maintain its position at the top of the list. You can also delete a workbook from here by clicking the delete icon.
4 Export Workbook to Excel - Export all sheets to a single Excel file, which contains one sheet per sheet shown online, with the same sheet names and order as online.
5 New Workbook, Save As, Share - Click the ellipsis icon to reveal options that enable you to create a new workbook, save the existing workbook under a new name, or share the workbook with other end users.
2.1: About Sharing Workbooks
You can share any workbook you have open, as long as other end users have access to the same report.
Select from the list of users who have View access to the report. This list includes any end user associated with that report.
Once shared, the recipient will see the workbook listed under the Shared with You tab in their workbooks list.
Shared users can open and view the workbook, but they can’t edit it.