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7.6 Workbook Properties

Settings that apply to the whole workbook are in File → Properties (in design mode).

General

Workbook Properties, General tab

Setting What it does
Name, Description The workbook's name and description, in each of the project's languages (switch with the language tabs)
Folder Where the workbook is stored. Click the folder button to move it.
Show filter upon opening the workbook Shows the Filter Panel when the workbook opens
Show open workbook button Shows a button that lets users open another workbook
Update workbook on filter change Refreshes the data as soon as a filter changes. When off, users change several filters and then click Refresh – useful for heavy workbooks.
Open with data Loads data when the workbook opens. Turn it off for heavy workbooks where users set filters first.
Master filter The workbook's master filter (legacy – the Filter Panel is the modern way)

Refresh

Workbook Properties, Refresh tab

  • Auto refresh: tick the visuals that should reload their data automatically, and set the Interval in seconds. Double-click a visual's interval (or press F2) to give it its own. Auto refresh works when the workbook is in normal view.
  • Rotate sheets every N sec: switches to the next sheet automatically, with a transition effect and duration – typical for displays.

The same settings are on the ANIMATION tab.

Display

Workbook Properties, Display tab

Setting What it does
Element execution order The order in which the visuals on each sheet load their data. Move the most important visuals to the top with the arrow buttons, so they appear first.
Show page tab Shows the sheet tabs in normal view (same as PAGE → Show tabs)
Open in full screen mode Opens the workbook in full screen (same as PAGE → Open full screen)

Print

Setting What it does
Page numbers Continuous numbering across all sheets, or start again on each sheet
Print all master pages Prints every master page (legacy master layouts)