Introduction

This article outlines how to start working with the Astrato workbook editor.

Workbook Editor | Getting Started | Header | Workbook Editor Articles

Workbook Editor

Once you've created a workbook, you'll use the Workbook Editor to make any changes, and publish the workbook when the changes are completed (Figure 1).

You can open the workbook editor from several places on the Astrato site.

Figure 1: Workbook Editor

  • Create Workbook - Once you've created a workbook, it will open in the workbook editor, ready for you to start working with your data.

  • Edit Workbook - The workbook editor opens when hover the cursor over a workbook and click Edit.

  • Data View Editor - Once you've used the data view editor to create or edit your data view, selecting the Workbook step or clicking Create workbook will open the workbook editor.

  • Workbook name - Click on the workbook name to edit the workbook Details. You can change the workbook Name, enter a Description and upload an image or screenshot to display as a background image for the workbook tile.

  • Preview - Click the Preview button to display a projection of the workbook when it's been published. From the preview screen, you can choose to Exit the screen, or Publish the workbook.

  • Publish - Click the Publish button to publish the workbook. You can find more information in our article on publishing a workbook.

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Getting Started

The workbook editor screen (Figure 2) has several features which map to the numbered list here.

Figure 2: Workbook Editor Features

  1. Header - The header contains settings and controls for managing the workbook. You can find out more details in the Header section.

  2. Action Bar - The action bar contains settings for managing the sheets in your workbook. You can find out more in the Action Bar article.

  3. Sheet - The sheet is where you create the visualizations which make up your workbook.

  4. Toolbar - The toolbar contains a menu of objects which you can drag and drop into your sheet. You can learn more about toolbar objects in the Toolbar article. Data Objects are split into Visualizations and Controls, and you can find more information about working with them in the Data Objects collection.

  5. Properties Panel - The properties panel is where you can manage the appearance of your workbook. The Workbook tab contains sections for global settings (applied to the entire workbook), individual sheet settings and settings for your logo. The Object tab contains settings for the object you've currently got highlighted in your workbook (Figure 2 shows the settings for a pie chart object). You can find out more about these settings in the properties panel article.

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Header

The Header in the workbook editor contains several features related to managing the properties and status of your workbook (Figure 3). In the top left corner, there's also an Astrato logo which links to the Astrato homepage. You can click the data view name to open the data view editor, click workbook name to edit the workbook Details, refresh the workbook display, set an auto-refresh interval, preview the workbook in published format and click Publish to publish the workbook.

Figure 3: Header

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Workbook Editor Articles

You can find more articles in the Astrato Help Center in the Workbook Editor collection, and in the Data Objects collection (for visualizations and controls).

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