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TN Intel106 Editing a Published Workbook in the Analytics Client

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Description

 

This article from InSource describes editing a published workbook from the Wonderware Intelligence Analytics Client.

  • Author: Rich Brooks
  • Published: 2/19/2016
  • Applies to: Wonderware Intelligence 2014R2 and higher

Details

The first step in editing a previously published workbook requires the user to Sign In... to the Dashboard (Tableau) Server.  Open the Wonderware Intelligence Analytics Client desktop application.

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Select Server | Sign In... from the menu.

 

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Type the server name and port number using the format <ServerName>:8000, and then click on the Connect button.  You will then be prompted for the login, password, and domain.

 

Next select Server | Open Workbook... from the menu.

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Select to highlight the workbook to be edited from the list of published workbooks and then click on the Open button.

 

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Edit the workbook as required.  Click on the save icon on the toolbar when complete to save the changes.

Note:  It is not necessary to re-publish the workbook.  Just remember to save before exiting.