Publish a Workbook

Prerequisites

You have created a workbook. For more information, see Create a Workbook.

Background information

Workbooks separate saving from publishing so that users do not see intermediate versions. You can also unpublish and republish workbooks as needed.

Save

Saving only preserves the current operation.

If you only save the workbook, the updates are not visible to users:

• For a new workbook, it remains unpublished after saving. Click Save And Publish to publish it.

• For a published workbook, click Republish to publish the updates.

Save and Publish

Saving and publishing saves the current operation and makes the workbook available to users.

If release approval is enabled for the workspace that contains the workbook — that is, if Work Release is selected in Approval Settings on the workspace details page — you must select an approver and optionally enter a reason before clicking Submit Request. The workbook publishes only after approval. For details, see Create and Manage Workspaces.

Save As

To save a copy of the workbook, follow these steps.

Unpublish

Unpublishing makes a published workbook invisible to users.

1. Select a published workbook.

2. On the workbook editing page, click and choose Unpublish.

3. On the confirmation page, click Confirm.

Recover previous versions

If you saved changes to a published workbook without publishing them, click Recover Previous Version to revert to the latest published version.

1. Select a published workbook.

2. Save your updates.

   The workbook will then be in a Saved But Unpublished status.

3. On the workbook editing page, click and choose Recover.

   Note

   Up to the last 5 published versions and 15 saved versions within three months are retained.

4. On the confirmation page, click Confirm.

Republish

After you update a published workbook, republishing makes the updates available to users.

When you save changes to a published workbook, an update prompt appears on the editing page. Clicking save and publish also republishes the workbook.

If release approval is enabled for the workspace that contains the workbook — that is, if Work Release is selected in Approval Settings on the workspace details page — each republish triggers a new approval request. Republishing completes only after approval. For details, see Create and Manage Workspaces.