Text elements
Requirements
- To add and edit text elements, you must have Can Edit access to the individual workbook.
Create a Text Element
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.
- Open the workbook's ADD NEW panel, accessible from the + button located in the sidebar on the left side of the page.
- On the ELEMENTS tab, under UI ELEMENTS, click TEXT.
- Your new text element will appear selected on the page.
- Begin typing to enter text.
- Use the toolbar at the top of the page to add custom formatting or hyperlinks.
- Use your cursor to drag and drop the element anywhere on the page canvas.
Apply Formatting to a Text Element
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.
- Click the element to select it.
- Select the text you want to format.
- Use the toolbar at the top of the page to select your format option(s).
Add Dynamic Text Based on Your Data
When editing a workbook, you can inject dynamic text into text elements. Dynamic text is text generated based on a formula. This is helpful if you want to display element headers or inline text that automatically updates based on your data.
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Open a workbook in Edit mode.
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Select the text element to which you want to add dynamic text.
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Place your cursor where you want to insert the dynamic text, then enter
=
or selectFormula in the workbook toolbar.
A formula bar displays over the text element.
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In the formula bar, enter a formula that generates the dynamic value you want to include in the text. As you begin typing a function or the name of an existing element, you can choose from the autofill suggestions.
To include metric output in dynamic text, create a calculation column that references the metric, then reference that table and column in the dynamic text formula.
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Hit Enter on your keyboard.
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[optional] To apply formatting:
- Select your new dynamic text.
- Choose a format option from the toolbar.
Updated 20 days ago