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# Workbook settings overview

You can configure workbook settings that apply to all pages and elements in a workbook. These settings allow you to customize your workbook to best fit your project, brand, and analyses. Within settings, you can:

* Change your [workbook theme settings](/docs/workbook-settings-overview#theme-settings), [color settings](/docs/workbook-settings-overview#color-settings) and [font settings](/docs/workbook-settings-overview#font-settings) to match company or project branding
* Modify your [layout style](/docs/workbook-settings-overview#access-workbook-settings) and [layout settings](/docs/workbook-settings-overview#layout-settings) to accommodate differently sized pages or screens
* Edit [table style settings](/docs/workbook-settings-overview#table-style-settings) to highlight important information
* [Manage workbook locales](/docs/workbook-settings-overview#manage-locales) to translate your workbook

This document explains how to access your workbook settings, and what options are available for configuration.

For more information on designing workbook layouts, see [Design workbook layouts](/docs/design-workbook-layouts).

## User requirements

* To make changes in a saved or custom view (but not the published version of a workbook), you must be assigned an account type with the **Full explore** permission.
* To change and save settings for the published version of a workbook, you must be assigned an account type with the **Create, edit, and publish workbooks** permission.

For more information, see [Account type and license overview](/docs/account-type-and-license-overview).

## Access workbook settings

There are multiple ways to access workbook settings. While in **Edit** mode or working in a custom view:

* Select the document menu, then select **Edit** > **Show workbook settings**.
* Click the background of your workbook. From the side panel, select **Workbook settings**.

## Theme settings

You can choose a predefined theme for your workbook, or create your own custom theme (see [Create and manage workbook themes](/docs/create-and-manage-workbook-themes)). Themes encompass a workbook’s color palette, fonts, and title and table text sizes, and are applied throughout the workbook once selected. Individual settings can be further modified.

To select a theme:

* In **Theme** dropdown menu, select your desired theme.

## Color settings

The **Color** settings control text, button, background, element, and chart colors in a workbook.

| Setting                                                   | Description                                                                                                                                                                                                                                                           |
| :-------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Appearance**                                            | Select between a <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/theme-light.svg" alt="" /> **Light** or <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/theme-dark.svg" alt="" /> **Dark** theme for a workbook. |
| **Theme colors > Swap preset**                            | Set a predefined color theme for workbook text, buttons, background, and charts.                                                                                                                                                                                      |
| **Theme colors > Text**                                   | Sets the color of workbook text for your theme.                                                                                                                                                                                                                       |
| **Theme colors > Highlight**                              | Sets the color of buttons, link text, and selection indicators in your theme.                                                                                                                                                                                         |
| **Theme colors > Surface**                                | Sets the color for element backgrounds, borders, and icons in your theme.                                                                                                                                                                                             |
| **Override colors > Canvas**                              | Sets a custom color for the workbook canvas, different from the canvas color for the theme. Select <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/x-square_clear.svg" alt="" />  **Clear override** to restore the default.                |
| **Categorical colors/Sequential colors/diverging colors** | These are color schemes for the charts in your workbook. You can select a predefined palette or set custom colors to use for your charts.                                                                                                                             |
| **Invert visualization tooltips**                         | Inverts the theme's text and background colors in tooltips.                                                                                                                                                                                                           |

When you specify a color, you can choose a color from a predefined palette, specify a hex code, pick a color from a window or document open on your computer using an eyedropper, or choose a color from a gradient.

Select **Revert to default** to undo your changes and reset the settings to the default.

## Font settings

The **Font** settings control fonts throughout the workbook.

| Setting        | Description                                                                                             |
| :------------- | :------------------------------------------------------------------------------------------------------ |
| **Text font**  | Sets the font for non-data workbook text, like element titles, element descriptions, and table headers. |
| **Data font**  | Sets the font for workbook data. The default is Roboto.                                                 |
| **Title font** | Sets the font size and color of element titles.                                                         |

Select **Revert to default** to undo your changes and reset the settings to the default.

## Layout style settings

The **Layout style** settings control the layout of workbook pages and elements.

| Setting                             | Description                                                                                                                      |
| :---------------------------------- | :------------------------------------------------------------------------------------------------------------------------------- |
| **Page width**                      | Sets the width of all pages in a workbook. The default is **Full**. Choose **Custom** to set a maximum width for workbook pages. |
| **Spacing**                         | Sets the size of spacing between elements.                                                                                       |
| **Corner**                          | Sets the shape of element corners. Choose from a square, rounded, or pill-shaped corner. The default is round.                   |
| **Data element style > Padding**    | Sets padding for a data element. Select or deselect the checkbox to add or remove padding around a data or control element.      |
| **Data element style > Background** | Sets a custom background color for a data or control element. Set to **Auto** to match the element background for the theme.     |

Select **Revert to default** to undo your changes and reset the settings to the default.

## Table style settings

The **Table style** settings control the format and display of tables, pivot tables, and input tables. For more details about table style options, see [Customize table style](/docs/customize-table-style).

| Setting                 | Description                                                        |
| :---------------------- | :----------------------------------------------------------------- |
| **Table style presets** | Applies a preset to configure all table style options.             |
| **Cell spacing**        | Sets the padding around text within table cells.                   |
| **Grid lines**          | Determines how cell borders are displayed.                         |
| **Banding color**       | Choose a color to set as the background for alternating data rows. |
| **Header**              | Formats table headers.                                             |
| **Subheader**           | Formats subheaders *(applicable to pivot tables only)*.            |
| **Cell**                | Formats data cells.                                                |

Select **Revert to default** to undo your changes and reset the settings to the default.

## Layout settings

The **Layout** settings control the workbook layout.

| Setting                  | Description                                                                                                                                                                                                                                                                                                                                           |
| :----------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Always show grid**     | Toggles the grid lines on and off. By default, the layouts grid is off, to help you visualize the workbook when it is published. When the grid is off, it is still visible when moving elements on the canvas. When the grid is on, the grid always displays when editing or in a saved or custom view, but is not visible when viewing the workbook. |
| **Custom mobile layout** | Toggles whether the layout is used for both desktop and mobile devices. For more information, see the [Previewing and editing different device layouts](/docs/design-workbook-layouts#previewing-and-editing-different-device-layouts) in [Design workbook layouts](/docs/design-workbook-layouts).                                                   |

<br /> Select **Revert to default** to undo your changes and reset the settings to the default.

## Manage locales

The **Manage locales** link opens the Manage locales panel. See [Manage workbook localization](/docs/manage-workbook-localization).

## Related resources

* [Compose elements on a page](/docs/compose-elements-on-a-page)
* [Customize chart mark tooltip fields](/docs/customize-chart-mark-tooltip-fields-deprecate)