Edit a Workbook in Case Story

The Workbooks Explorer allows you to add, edit, or remove workbooks, as well as organize and search for specific items within each workbook.

To edit a workbook in the Workbooks Explorer:

  1. From the dashboard, click the Fact Management module.

  2. Select the Case Story tab in the left navigation panel.

  3. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  4. Open the Workbooks Explorer by selecting the Workbooks tab on the left side of the page.

  5. Select a Workbook and click the Edit button.

    Note: The Edit Workbooks option is also found in the right-click context menu for a selected workbook.

    A confirmation dialog appears.

  6. Make any changes.

    From here, you can change the name of the workbook or the color of the workbook.

  7. Click Save.

    The workbook information is updated.


Related Topics

Add a Workbook in Case Story

Remove a Workbook in Case Story