Chapter 5. The Workbook Wizard: The Optional Steps

In Chapter 4, you were shown the essential steps in using the Workbook Wizard to create a working query. In this chapter, you will learn the remaining steps of the Workbook Wizard: sorting, calculations, percentages, totals, and parameters. We say that these steps are optional because they can be added after you have a functional query.

Because the steps of the Workbook Wizard covered in this chapter are optional, it is necessary that you learn how to reopen the Workbook Wizard to add them to your query. In the second part of this chapter, you will learn how to add a text area to add help to your worksheets. You will also learn to open the Edit Sheet dialog box in Desktop and the Edit Worksheet dialog box in Plus to edit an existing query. Even though they are named differently, they are essentially the same box. This form contains all of the steps of the Workbook Wizard in a multitabbed configuration, thus making Discoverer’s functionality easy to access. We will also introduce you to the Available Items pane and the Selected Items pane in Plus. These are new features that make Discoverer even easier to use.