Quick BI:Publish a workbook

Prerequisites

You have logged on to the Quick BI console and created a workbook. For more information, see Create a workbook.

Background information

In earlier versions, workbooks are automatically published after they are saved. Users may view intermediate versions that are generated as developers save modifications to the workbooks. To improve user experience, the save feature is separated from the publish feature, and the unpublish and republish features are added.

Save a workbook

The save feature saves modifications to a workbook but does not publish the workbook.

If you save a workbook but do not publish the workbook, modifications to the workbook are invisible to users.

• After you create and save a workbook, the workbook is in the Unpublished state. You can publish the workbook by clicking Save and Publish.

• After a published workbook is modified, you can publish the modifications by clicking Republish.

Save and publish a workbook

You can use this feature to save modifications to a workbook and publish the workbook. This feature is available only for workbooks in the Unpublished state.

Save As

You can follow the steps shown in the figure to save the table as.

Restore a workbook

If you save modifications to a published workbook but do not publish the modifications, you can use the restore feature to restore the workbook to the latest published version.

1. Open a published workbook.

2. Modify the workbook and save the modifications.

   The workbook is in the Saved and Unpublished state.

3. On the workbook editing page, click the icon in the top menu bar and select Restore.

4. In the message that appears, click OK.

Republish a workbook

After you modify a published workbook, you can republish the workbook. The modifications are visible to users after you republish the workbook.

After you update a published workbook and click Save, an update message appears on the workbook editing page. You can also click Save and Publish to republish the workbook.