8.7 Buttons¶
Buttons let users act with one click: open another workbook, open a web page, or run another action such as printing or refreshing. They are the natural way to build navigation between workbooks – e.g. from a cockpit to detailed analyses.
Setting Up a Button¶
Insert a Button from the Visuals palette, then:
- On the BUTTON tab, set the Title (the text on the button) and an optional Hint (shown when users hover over it).
- On the ACTION tab, choose what it does: Open workbook, Open browser (a web page) or Other action. Clear removes the action.
- Choose which filters to pass on to the workbook it opens – see below.
| BUTTON tab setting | What it does |
|---|---|
| Title, Hint | Text on the button and its tooltip |
| Select button image, Clear picture | An image on the button |
| Position | Where the image is: Picture left, right, top or bottom |
| Margin, Spacing | Distance between edge, image and text |
Passing Filters On¶
When a button opens another workbook, it can pass the current filters on, so the user keeps the context – e.g. the selected customer and period. On the ACTION tab:
| Group | What it does |
|---|---|
| Transfer filters | None, All, Only the chosen filters, or All, except the chosen ones |
| Direct filters | Which of the workbook's direct filters to pass on |
| Filter panel | Which Filter Panel filters to pass on |
| Graph as filter | Pass on the selection in charts used as filters |
Actions and action links are explained in Chapter 13 Actions and Interactivity; passing filters in 13.3 Opening Workbooks and Passing Filters.