---
title: "Workbook settings"
slug: "workbook-settings"
description: "Explore Workbook Settings for Power Users and Developers in the Board M365 Excel Add-in, including permissions, layout options, and data model configurations."
tags: ["M365", "Excel Add-In", "Excel"]
updated: 2026-11-04T11:19:41Z
published: 2026-11-04T11:19:41Z
canonical: "help.board.com/workbook-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.board.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workbook settings

The Workbook Settings are available for Power Users and Developers only. For all other users, the button will be inactive and the settings inaccessible.

![](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/Group 21.png)

Board M365 Excel Add-in provides Power Users and Developers a "Workbook Settings" option in the top [Board ribbon](/v15/docs/top-ribbon) menu.

Clicking on the Workbook Settings options in the Board ribbon menu opens the Task pane, as shown below.

![Settings menu for Microsoft 365 workbook with various configuration options displayed.](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/excel-Workbook-settings.panel.png)

## Workbook Settings

![](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/Group 22.png)

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.

> [!NOTE]
> 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:
  1. Select a Data Model from the dropdown list
  2. Check all Entities you would like to make available to the user.

> [!NOTE]
> Multiple Data Models can restrict availability to users.

![Workbook Settings - Availability of Entities](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/Workbook Settings - Availability of Entities.png)

## 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](/v15/docs/the-roles-section) define the available Add-in features.

In Users & Security > [Features](/v15/docs/the-features-section), 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](/v15/docs/setselection-and-setselectionwithrefresh).
- 💡 Availability of Entities.