Accessing the Panel Stack floating toolbar

The Panel Stack floating tool bar is displayed when a document is in the Design or Editable Mode. For an introduction to panels and panel stacks, see About layering data in dashboards: Panels and panel stacks. From the toolbar, a document designer can move the entire panel stack, switch from one panel to the next to format or add objects, create new panels, delete panels, and re-order the panels. The toolbar contains icons to perform these actions.

To insert a panel stack using the panel stack floating toolbar

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1. Open the document in Design or Editable Mode.

2. Expand the section where you want to add a panel stack by clicking the plus sign next to the section name.

3. From the Insert menu, select Panel Stack.

4. Click in the desired section of the document layout area. The panel stack is added to the document, with a single panel.

5. Select the panel stack to display the panel stack floating toolbar.

6. Use the icons described below as desired:

• To select and move the panel stack, click the Select and Move Panel Stack icon . Click and drag the panel stack to move it.

• To display the previous panel, click the Previous Panel icon . This icon is enabled when additional panels are added.

• To display the next panel, click the Next Panel icon . This icon is enabled when additional panels are added.

• To add a new panel, click the Add New Panel icon .

• To add a duplicate panel, click the Add Duplicate Panel icon .

• To delete the selected panel, click the Delete Panel icon .

• To move the panel to the back or bottom of the stack, click the Move Panel Backward icon .

• To move the panel to the front or top of the stack, click the Move Panel Forward icon .

• To rename the panel, click the Rename Panel icon . Type the name in the Name field, then click OK.

• To add text, a shape, a report, grid or graph, a panel stack, an HTML container, a selector, or widgets to the panel stack, click the Insert icon . A drop-down list is displayed. Select the object you want to insert, then click the location on the panel stack where you want to insert it.
  
  Note: The floating toolbar does not include the options to insert auto text codes and layouts. For information on auto text codes, see Adding auto text codes to documents. For information on layouts, see Formatting the title bar of a panel stack.