Workbook Toolbar

Panopticon Real Time provides several toolbar options:

On the Open Workbook in Design Mode
On the Open Workbook in View Mode

NOTE: On the Open Workbook in View Mode, when the Edit button is clicked, the user will get the DESIGNER role. Consequently, the Save button becomes available in both the Open Workbook in Design and View Modes.

Setting	Description
Data Refresh	Manually refreshes the data.
Pause Real-Time	Clicking the icon changes it to and pauses the streaming data sources.
Copy Image	Exports the whole dashboard image to the clipboard..
Create PDF Report	Set the dashboards that will be included in the PDF report. NOTE: This feature is enabled when the workbook changes are saved.
Create Excel Report	Set the dashboards and the mode (i.e., images and table data or just the data) that will be included in the Excel file generated. NOTE: This feature is enabled when the workbook changes are saved.
Bookmarks	Add and manage bookmarks.
Alerts	Manage alerts and notifications.
Copy	Copy a visualization or part.
Cut	Cut a visualization or part.
Paste	Paste a copied or cut visualization or part.
Undo or Redo	Once Undo is clicked, the Redo icon is enabled, which allows the reversal of the undo.
Workbook Issues	Lists the issues in the workbook.
Save	Save the changes made on the workbook. When going to the Workbooks and Folders Summary page from the Open Workbook in Design Mode, a notification displays when the changes done are not yet saved. Click and then to save before leaving the page.
View	Go to the Open Workbook in View Mode.
Edit	Go to the Open Workbook in Design Mode.

Also, before the list of available dashboards in the workbook is the Back icon.

Click this icon to go back to the Workbooks and Folders Summary page.

If the workbook is not yet saved, a notification displays.

You can either click:

to leave the page without saving and go back to the Workbooks and Folders Summary page.
, then click to save the changes done on the workbook. Then click to go back to the Workbooks and Folders Summary page

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