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# Navigate a workbook

This document provides guidance on how to navigate and use a workbook. For more information on structuring your workbooks and workbook lifecycle management, see [Workbooks overview](/docs/workbooks-overview).

## User requirements

* Users with **Can view**, **Can explore** or **Can edit** permissions can view and navigate workbooks in their published state, but will see different options depending on their individual permissions.
* Users need **Can edit** permission to edit a workbook.

Depending on your workbook permissions, some of the options below might not be available. See [Workbook modes overview](/docs/workbook-modes-overview) for more information on individual user permissions.

## Navigate the published version of a workbook

Navigating a published workbook allows you to view existing data and insights. Depending on your individual user permissions, you may also be able to [modify or add new filters](/docs/data-element-filters), refresh data, create your own [custom](/docs/create-and-interact-with-custom-views) and [saved views](/docs/create-and-share-saved-views).

The following options are available in a published workbook. Some may be unavailable depending on your permissions.

![Annotated diagram of a published workbook](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/fe3d57e3c9dce2428be80a598475883213913dc9a95120fb10e1aeb0a069df05/assets/docs-images/21e909698b4fbd7722baa409a162a0837eca48b4fc4c95f05ceeeb3772cb0e96-publishedlayour.png)

<table>
  <tbody>
    <tr>
      <td>
        <p>**a**</p>
      </td>

      <td>
        **Home**
      </td>

      <td>
        Go to 

        **Home**

         to view other documents in your organization, access the Administration portal, your user profile and more. View 

        [Get around in Sigma](/docs/get-around-in-sigma)

         for more information on navigating the home page.
      </td>
    </tr>

    <tr>
      <td>
        <p>**b**</p>
      </td>

      <td>
        **Document menu**
      </td>

      <td>
        A consolidated menu to perform key workbook actions like 

        [creating or managing saved views](/docs/create-and-share-saved-views)

        , adding 

        [version tags](/docs/create-and-manage-version-tags)

        , 

        [sharing your workbook](/docs/share-a-workbook)

        , 

        [adding comments](/docs/workbook-comments)

        , 

        [scheduling exports](/docs/send-or-schedule-workbook-exports)

        , and more.
      </td>
    </tr>

    <tr>
      <td>
        <p>**c**</p>
      </td>

      <td>
        **Edit button**
      </td>

      <td>
        *(Only visible to users with **Can edit** access)*

         

        <br />

        <br />

        Select to make changes to your workbook.
      </td>
    </tr>

    <tr>
      <td>
        <p>**d**</p>
      </td>

      <td>
        **Customize this view button**
      </td>

      <td>
        *(Only visible to users with **Full explore** permission and/or **Can edit** access)*

         

        <br />

        <br />

        Create your own view of a workbook by interacting with elements and making changes, without affecting the published version of the workbook. See 

        [Create and interact with custom views](/docs/create-and-interact-with-custom-views)

        .
      </td>
    </tr>

    <tr>
      <td>
        <p>**e**</p>
      </td>

      <td>
        **Share button**
      </td>

      <td>
        *(Only visible to users with **Can edit** access)*

         

        <br />

        <br />

        Share your workbook with other members or teams. See 

        [Share a workbook](/docs/share-a-workbook)

        .
      </td>
    </tr>

    <tr>
      <td>
        <p>**f**</p>
      </td>

      <td>
        **Refresh data button**
      </td>

      <td>
        Refresh all the data sources in your workbook. See 

        [Manage workbook refresh options](/docs/workbook-refresh-options)

         for more advanced options.
      </td>
    </tr>

    <tr>
      <td>
        <p>**g**</p>
      </td>

      <td>
        **More options button**
      </td>

      <td>
        Select to reveal options like pausing queries, accessing query history, and changing data refresh settings. See 

        [Examine workbook queries](/docs/examine-workbook-queries)

         and 

        [Manage workbook refresh options](/docs/workbook-refresh-options)

        .
      </td>
    </tr>

    <tr>
      <td>
        <p>**h**</p>
      </td>

      <td>
        **Page tabs**
      </td>

      <td>
        Navigate between all the pages in your workbook. Access copy and export options from the caret on each page tab. See 

        [Copy workbook pages](/docs/copy-and-paste-workbook-pages)

        .
      </td>
    </tr>

    <tr>
      <td>
        <p>**i**</p>
      </td>

      <td>
        **Help menu**
      </td>

      <td>
        Access help resources like our support live chat, documentation, 

        [community posts](https://community.sigmacomputing.com/)

        , 

        [QuickStarts](https://quickstarts.sigmacomputing.com/)

        , 

        [function index](/docs/function-index)

        , and more.
      </td>
    </tr>
  </tbody>
</table>

## Navigate a workbook while editing

To build new workbooks, change existing ones or publish your changes, you need to edit a workbook. Users need **Can edit** permission to edit a workbook.

When editing a workbook, all the options available to you in the published version remain, but additional options are available:

![Annotated diagram of workbook in Edit mode](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/7309e72b72e8368a4ca0e8345dca273758ac8764a422d3b2f6adda90509e26e5/assets/docs-images/8d9d7f096ccf4ca10e17142f6c8d47c2c0f6533470450a37aa728e3a81afd595-annotatededit.png)

|              |                             |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| :----------- | :-------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>**a**</p> | **Toolbar**                 | Access number and text formatting options. Depending on the element you select, different options are displayed.                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p>**b**</p> | **Publish button**          | Publish your changes.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| <p>**c**</p> | **Publish menu**            | Preview your workbook with different access levels, switch between mobile and desktop previews of your workbook.                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p>**d**</p> | **Formula bar**             | Type in a formula to perform your desired calculations for a column. See the [function index](/docs/function-index) for supported functions.                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| <p>**e**</p> | **Show/Hide panels button** | Show or hide the side panels, like the editor or version history panel, for a clearer view of your workbook.                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| <p>**f**</p> | **Side panels**             | <p>Depending on what you are doing on the workbook page, different tabs are available to you:</p><ul><li>**When selecting an element**: Depending on the type of element, different tabs will be shown. For example, when selecting a data element, the **Properties**, **Format**, **Actions** tabs are shown. When selecting a text element, the **Format** tab is shown.</li><li>**When selecting the workbook background**: The **Setting** and **Actions** tabs are shown.</li><li>**When viewing version history**: The **Version history** panel is shown..</li></ul> |
| <p>**g**</p> | **Page overview button**    | View all pages in your workbook, and navigate to a specific workbook element by selecting its name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| <p>**h**</p> | **Add page button**         | Select to add a new page to your workbook.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>**i**</p> | **Add element bar**         | Add and view workbook elements. See [Intro to element types](/docs/intro-to-element-types) for more information on the available data, UI, and control elements.                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p>**j**</p> | **Lineage button**          | Select to view the ancestry and relationships between all the data elements in your workbook. For more information, see [View workbook data lineage](/docs/workbook-data-lineage).                                                                                                                                                                                                                                                                                                                                                                                           |