Creating workbooks and worksheets
Applies to:
Create workbooks to organize your work and use worksheets to contain your charts and dashboards.
While working with a workbook or worksheet, if you click a different entity, such as a semantic model, you are prompted to save any unchanged worksheets.
Note
You don’t edit a workbook; you edit the worksheets or dashboards in it.
If the ALLOW_ENTITIES_ON_ROOT property is set to Yes, the New option is displayed, which is used to add any Kyvos entity to the Root folder. The New option is displayed beside the Quick Data Modelling option. Conversely, if it is set to No, you cannot add any Kyvos entity to the Root folder, and the New option to add the folder is not displayed.
From Kyvos 2024.9 onwards, if you select a suspended semantic model, an error message will be displayed.
From Kyvos 2024.10 onwards,
You can view the user list, group list, or both in the access right dialog box while sharing an entity with other users or groups.
You can search for semantic models while creating worksheet. This functionality enables you to quickly locate and select entities.
Creating workbook and worksheet
To create a workbook and worksheet, perform the following steps.
From the Toolbox, select Workbooks, click the Actions menu ( ⋮ ) next to the column name, and click Add Workbook.
The Add Worksheet page is displayed.
Enter the name of the worksheet.
Select a semantic model from the list or search for the folder containing the target semantic model. You can type into the Search textbox to quickly locate your target semantic model.
Click Add. A default worksheet is created that you can modify or save.
When you save the workbook, you are prompted to select a folder and a name.Click Save. You can also right-click the Untitled Workbook in the list of workbooks and click Save.
Adding measures or dimensions to worksheets
To add measures or dimensions to worksheets, perform the following steps.
Click Design to select the design mode.
In the View Type list, select the chart type that you want to use.
Drag a dimension into one of the places (shelves) where Drop here is displayed.
The available places to drop a dimension or measure vary depending on the chart type selected.
Hovering over a measure on the shelf shows the name of the measure group to which it belongs.
Adding more worksheets to workbook
To create additional worksheets, perform the following steps.
From the top of the workspace, click Add and choose Worksheet.
The Add Worksheet page is displayed.Enter the name of the worksheet.
Select a semantic model from the list or search for the folder containing the target semantic model. You can type into the Search textbox to quickly locate your target .
Click Add . The worksheet is added to your workbook.
Copying worksheets or dashboards between workbooks
From Kyvos 2025.5 onwards, you can also copy calculated measures and parameters when copying worksheets or dashboards between workbooks.
To copy worksheets or dashboards between workbooks, perform the following steps.
Right-click the name of a dashboard or worksheet and choose Copy To.
Search for the folder containing the target workbook. You can type in the Search box to quickly locate your target.
Expand the folder and click the target workbook name.
If you are copying a dashboard, select the Copy Linked Sheets checkbox to include any linked worksheets.
Select the Copy used calculated measures and parameters checkbox to include the associated measures and parameters in the copy.
Click Copy.
Moving worksheets or dashboards between workbooks
From Kyvos 2025.5 onwards, you can also move calculated measures and parameters when moving worksheets or dashboards between workbooks.
To move worksheets or dashboards between workbooks, perform the following steps.
Right-click the name of a dashboard or worksheet and click Move To.
Search for the folder containing the target workbook. You can type in the Search box to quickly locate your target.
Expand the folder and click the target workbook name.
If you are moving a dashboard, do one of the following:
Select Copy All to copy all linked worksheets.
The original worksheets remain in the source workbook, and the copies are created in the destination workbook.Select Move All to move all linked worksheets.
They are moved from the source to the destination workbook.Click None to move the dashboard without the linked worksheets.
Select the Copy used calculated measures and parameters checkbox to include the associated measures and parameters in the copy.
Click Move.