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Workbook Editor- Getting Started
Workbook Editor- Getting Started

Learn how to edit an Astrato workbook

Piers Batchelor avatar
Written by Piers Batchelor
Updated over a week ago

Introducing the Workbook Editor

Once you've created a workbook, the Workbook Editor displays. The Workbook Editor is where you'll design, build, test, and publish your data visualizations and interactions.

Use the Navigation options (set Ratio) to set or lock the sheet size (consistent experience for all viewers) or allow a responsive sheet size for more flexibility, as the worksheet size adjusts based on the screen size.

The animation below offers a little tour of the Workspace Editor's key features - the Header, Action bar, Sheet, Toolbar, and Properties panel.

Little tour of the Workspace Editor's key features, as well as some of the most common features available from the toolbar, properties panel, action bar and header.

Figure 1: Overview of the Workbook Editor, toolbar, action bar, and settings.

Key features in the Workbook Editor

arts of the Workbook Editor

Figure 2: Parts of the Workbook Editor

  1. Header - The header contains settings and controls for managing workbooks. You can:

    • Click the name of the data connection (in this example, it's Bike Sales) of the Workbook Editor to open the data view editor.

    • Click the pencil icon beside the workbook name to change it.

    • Click the cog icon to edit all the workbook details.

    • Click the refresh icon to update the workbook display.

    • Use the timer options to set an auto-refresh interval.

    • Click Preview to view the workbook in its published format.

    • Click Publish to publish the workbook.

  2. Action Bar - The Action bar contains settings for managing the layout and sheets in your workbook. The options displayed align with your current activity on the sheet, but Add sheet and Undo/Redo are always visible.

  3. Sheet - Sheets are where you add visualizations and objects. The context menu includes the options to: Duplicate, Rename and Delete. You can also show or hide the sheet by clicking the eye icon.

  4. Toolbar - The toolbar menu has the Visuals (data objects) and controls to create your interactive content. Select and click, or drag and drop to add them to your sheet.

  5. Properties Panel - Manage the appearance of your workbook using the tabbed options on the properties panel (Workbook > Settings or Navigation). Apply settings to the whole workbook, individual sheet settings, and settings for your logo from the Workbook tab. The settings on the Object tab vary as they apply to the object you've selected in your workbook.

Workbook Editor - Settings tab

  • Theme - Click Edit to change the background of the sheet (including the color behind the Filter bar). Click Reset to Theme at the bottom of the color picker.

  • Sheet name - Choose to show or hide the Filter bar for a specific worksheet.

  • Lock aspect ratio - Wide 16:9 (default), Square 1:1, Portrait 3:4, Large 5:4, and Custom (adjust the ratio manually).

  • Background - enter, pick, or adjust color and transparency using the color picker (click Save and Apply).

Workbook Editor - Navigation tab

  • Navigation - Select from the options: Dropdown top (default), Hamburger* top, Hamburger left, Layers left, or None. *Hamburger is the rolled-up menu displayed as three horizontal lines, often used on web pages displayed on a mobile where screen space is limited.

  • Navigation bar - Use the color picker to choose the Background and Secondary background and decide whether you want to display your Logo in the top left.

    • Secondary background color: This is applied to child navigation items, which appear in menus.

  • Menu items - Use the color picker to choose the Background, Active background, Font, Active Font, Margin (pixel), and Border (color, line type, curve, width in pixels).

Workbook Editor - Right-click menu

Right-click menu options in the Workbook Editor.

Figure 3: Right-click menu options in the Workbook Editor.

Use the right-click menu in the Workbook Editor to quickly:

  • Copy, Cut, Paste, and Delete items.

  • Duplicate - copies and pastes the item immediately to the worksheet.

  • Lock - item can't be edited if it's locked.

  • Group - select multiple items and group them together.

  • Arrange - select from Bring to front, Bring forward, Send backward, Send to back.

  • Show in Layers - the Layers panel displays.

  • Data query insights - provides query inefficiencies information for data in Snowflake.

  • Export to: CSV and XLSX file types.

Saving your progress

Astrato saves your progress in the background, so your work is saved even if you accidentally close your browser session.

Click the Astrato logo in the top left corner to return to the Lobby where your Workspaces, Collections, Data, and Administration features are.

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