Create a book

Create an IBM® Planning Analytics Workspace book to contain your data. Use a defined template or build your workspace with a freeform template.

Create a book in Planning Analytics Workspace

Procedure

  1. In a web browser, go to the URL for IBM Planning Analytics Workspace and log in with your credentials.
  2. Click Home New icon, New, then click Book from template.
  3. Select a template to use and click Create.

    IBM Planning Analytics Workspace provides templates that contain predefined designs and grid lines for easy arrangement and alignment of the visualizations.

    When you create a new book, choose a tabbed template to create a book with multiple tabs or choose a single page template. You can also hide tabs on a tabbed book if you want just one tab and less clutter on the screen when you switch to preview mode. For more information, see Hiding the tabs.

  4. Alternatively, choose Book to create a book without having to specify a template or layout. This option is slightly faster, and when you choose this option, the new book is created with the blank tabbed template.
  5. Click the Properties icon Properties icon to modify book properties such as visual themes, layout positioning, and tab style options. To close the Properties pane, click the Properties icon again.
  6. Save your book by clicking Save icon and selecting whether the book is saved in the Shared or Personal folder. If you have sub-folders within Shared or Personal, you can select which folder the book is saved in.
    Once you create a book, you can save it as a default template. Administrators can also make a book template a global default for all users. If you have a default book template, it is automatically applied to any new book you create. To create a blank book, click Book from template and choose the blank template.
    Important: When naming a book in Windows, you can use any characters except for the following: / \ : * ? " < > |