Add custom page headers to a workbook

You can create custom page headers that appear on one or more workbook pages. Page headers can be configured to stick to the top of the page as users scroll, allowing you to make content visible regardless of where the user navigates in the workbook.

This document explains how to enable, customize, and manage page headers.

User requirements

• To configure a page header in a saved or custom view, you must be assigned an account type with the Full explore permission, and have Can explore access to the workbook.
• To configure a page header in the published version of a workbook, you must be assigned an account type with the Create, edit, and publish workbooks permission, and have Can edit access to the workbook.

Enable page header

Add a page header for your workbook in workbook settings:

1. Select the background of your workbook. In the side panel, select Workbook settings.
2. Open the Workbook navigation section.
3. Select the box next to Page header.

A blank header appears on all workbook pages. To create additional page headers and manage their visibility, see Manage multiple page headers.

Customize a header

You can customize the size, scroll style, background color, and contents of a custom page header.

Header settings

To resize a custom page header, select the header and use the drag handle on the bottom edge of the header.

You can customize the following setting for a page header in the Properties tab of the editor panel:

You can rename, duplicate, or delete a header in the Manage header menu:

1. Select the background of your workbook. In the side panel, select Workbook settings.
2. Open the Workbook navigation section.
3. Under Manage page headers, select More options for the header you want to customize, and select Rename, Duplicate, or Delete.

Style a header

In the editor panel, select Format to set the style options in each section.

In the Page header style section, set the following options:

Style	Details
Background color	Select Background color and choose a color for the header.
Border style	Choose between Line, Shadow, or None for the border style. The Shadow border style is only available when the Scroll style is set to Fixed.

To add a background image to a custom page header, open the Background image section and do the following:

1. Select Upload image and select an image file from the file browser.

2. Select a Sizing option for the image:

   Sizing option	Description
   Shrink to fit	Downsize the image to keep it entirely visible within the header.
   Scale to fit	Expand the image to the maximum size, keeping it entirely visible within the header.
   Cover	Expand the image so that the entire header is covered, even if it requires cropping.
   Original	Maintain the original image dimensions regardless of the size of the header.

3. (Optional) Turn on the Tile toggle to repeat the image across the header until it covers the entire area.

4. Configure the alignment of the background image:

   1. Horizontal: Select the horizontal alignment of the background image within the header, by choosing one of Left align, Center align, or Right align.
   2. Vertical: Select the vertical alignment of the background image within the header, by choosing one of Top align, Center align, or Bottom align.

Header contents

You can add any element to a page header. Because one header can be used on multiple pages, this allows you to present the same element across multiple pages.

There are multiple ways to add an element to a header:

• With the header selected, select an element in the Add element bar. The element appears inside the header.
• Select an element from the workbook page. Drag and drop the element inside the header.

Manage multiple page headers

You can create multiple page headers in the same workbook and choose which pages they appear on.

View pages by header

To view which pages a header is assigned to:

1. Select the background of your workbook.
2. In the side panel, select Workbook settings.
3. Open the Workbook navigation section.
4. Under Manage page headers, open the menu option for the number of pages with that header.
5. In the Go to menu, you can see the list of pages that header is assigned to.

Add a new header

To create a new header:

1. Select the background of your workbook. In the side panel, select Workbook settings.
2. Open the Workbook navigation section.
3. Under Manage page headers, select Add new header.

Set the header for a page

To set which header is visible on a page:

1. Navigate to the page you want to set the header for.
2. Select the background of the workbook.
3. In the side panel, open the Page header dropdown.
4. Select the header to be visible on the page.

Example: Use a page header and navigation element to create a custom navigation bar

You can use a page header and navigation element to create a custom navigation bar for your workbook. The navigation element provides a list of destinations for users to explore, and the page header keeps the navigation bar visible as users switch pages and scroll.

Setup

To follow along with this example step-by-step, create a new workbook with the following pages:

• Sales - East
• Sales - West
• Raw Data

Add a page header

To start, enable a page header for the workbook:

1. Select the background of your workbook. In the side panel, select Workbook settings.
2. Open the Workbook navigation section.
3. Select box next to Page header.

A page header appears on all workbook pages. You can confirm this by going to Workbook settings > Workbook navigation > Manage page headers and opening the On 3 pages dropdown for the header. Though we can make multiple headers, this example uses one shared header for all workbook pages.

Add a navigation element to the header

Now, add a navigation element to the page header to make it available across all workbook pages:

1. Select the header.
2. In the Add element bar, select Layout > Navigation.

The navigation element appears in the header. By default, it populates with the current workbook pages as the navigation options.

Hide the workbook page tabs

Because the page header and navigation element appear across all workbook pages, a user can navigate the without the workbook page tabs. You can hide the workbook page tabs to create a cleaner interface for users.

1. Select the workbook page.
2. In the editor panel, under Settings, select Workbook settings.
3. Open the Workbook navigation section.
4. Select the box next to Hide page tabs in view mode.
5. In the confirmation modal, select Confirm.

From here, you can customize the navigation options by adding external links, submenus, and more as you need. Because the workbook page tabs are hidden, you don't have to worry about potential user confusion that might arise from the navigation element and page tabs differing.

🚩

Hiding page tabs does not prevent users from navigating to the page from a direct link, and is not a security feature. To restrict access to data, use a data model with row-level security or column-level security. For more information, see Set up row-level security and Configure column-level security.