Edit mode

Switch to edit mode to modify and assemble a book.

Edit mode in Planning Analytics Workspace

When a book is in edit mode, you can do the following tasks:

  • Add new content.
  • Move and resize content.
  • Make sure that any changes that you make to widget settings are kept. For example, if you are not in edit mode, some actions such as pivoting and slicing are not kept across sessions.
  • Rename the book.
  • Use properties to configure colors, themes, layouts, and so on.
  • Add new tabs to create a book with multiple tabs and to organize your data. .

Turn on the Edit switch Edit switch to go into edit mode, and turn it off to leave edit mode.

Edit mode in Planning Analytics Workspace Classic

When a book is in edit mode, you can do the following tasks:

  • Add new content.
  • Move and resize content.
  • Make sure that any changes that you make to widget settings are kept. For example, if you are not in edit mode, some actions such as pivoting and slicing are not kept across sessions.
  • Rename the book.
  • Add new dashboards to organize your data. Click Add new dashboard.

Click edit mode to go into edit mode, and to leave edit mode.