The Workbook Settings are available for Power Users and Developers only. For all other users, the button will be inactive and the settings inaccessible.
Board M365 Excel Add-in provides Power Users and Developers a "Workbook Settings" option in the top Board ribbon menu.
Clicking on the Workbook Settings options in the Board ribbon menu opens the Task pane, as shown below.
Workbook Settings
The following Workbook settings are available:
Refresh Workbook upon connection. Enabled by default. Offers the user to refresh all Workbook content when a connection is established with the corresponding Board Platform.
All of the tables will be refreshed, with corresponding log entries added to the Notifications tab in the Task pane.
One Table per Sheet only. Permits end users (Planners) to create only one Table for each Sheet in this Workbook.
Hide Layout editor in Table configuration. Disables the Layout option so that Planners cannot change or create new Layouts in this Workbook.
Hide Dataset menu in Table configuration. Disables the Dataset option so that Planners cannot change or add to the Datasets in this Workbook.
One-step apply for pivoting and formatting. Enabled by default. Applies all changes to pivot fields (add, move, remove) at once using a dedicated “Apply” button.
Availability of Entities. Specify which Entities are available to Planners for filtering in the Selection Task pane for each Data Model by following the steps below:
Select a Data Model from the dropdown list
Check all Entities you would like to make available to the user.
Multiple Data Models can restrict availability to users.
Permission and Role settings for Workbooks
You can configure Board M365 Excel Add-in permissions centrally in the Features section of the Board Platform.
Application Profiles assigned to users through Roles define the available Add-in features.
In Users & Security > Features, under the Application Profile, configure the following settings for the Board M365 Excel Add-in under "Office Add-in Workspace":
Deny Layout Designer. Prevents users associated with the Application Profile from modifying a Table configuration. Users can still pivot data.
Deny Dataset List. Prevents users associated with the Application Profile from using Datasets. Users can still use the Layout option.
Deny Selection Editor. Prevents users associated with the Application Profile from changing the Sheet Selection in the Selection Editor. Users can still define the active Sheet Selection with the Board function BOARD.SETSELECTION.
💡 Availability of Entities.