Customise Workbooks specifically for you
To gain the best value from BI4Cloud we recommend you create, save and share your very own Workbooks.
The Base Workbooks supplied with BI4cloud are great to get you started. These are View Only so you can't save any changes. Most Base Workbooks run over the full Financial year and across all Customers, Items, GL Accounts, Departments etc.
Create a Copy
To copy one of the Base Workbooks as a template:
- Open the Workbook you wish to copy e.g. Analyse Sales & Margins [base]
- Click the dropdown arrow
- Select Create a Copy
- Name the new Workbook - suggest number your custom Workbooks so they appear at the top on the Home page
- Save - click Save to setup the New Workbook
Share
To Share a Workbook with other users go back to the Home page.
- Select the first Action button to access the Share options.
- Select each user to have access and move to the right using the >
- Set Access rights
- Viewer - view only access, cannot make any changes
- Editor - can also update and change this Workbook, make sure you trust them!
Save to keep Updates
Run the new Workbook and customise away.
Save to keep any updates.
Saving your changes regularly is very important. If you make any changes and try to close or leave a Workbook it will warn if there are any unsaved changes.