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Create a workspace menu and menu item

These steps apply only to creating submenus and menu items for the Workspace Window menu.
You can customize the metric and dimension menus by creating new folders and new derived metrics and dimensions. For more information, see Creating and Editing Derived Metrics and Creating and Editing Derived Dimensions .
To create a new workspace window menu
  1. In the Profile Manager, click the Menu directory to view its contents.
  2. In the User column for the Menu directory, click Create > Folder . A folder named New Folder appears in the File column for Menu.
    You also can create a new folder for any subdirectory within the Menu directory.
  3. Rename the new folder by right-clicking in the User column for the folder and typing the new name in the Dir parameter.
  4. Add the desired files to the new folder.
  5. (Optional) In the User column for the new folder, click Create > order.txt .
    An order.txt file appears in the File column for the new folder, and a check mark for the new file appears in the User column.
  6. (Optional) Edit the order.txt file as needed. See Customizing Menus Using Order.txt Files .
  7. (Optional) To make the changes available to all users of the working profile, right-click the white check mark for the folder in the User column and click Save Directory to > < working profile name > .
To add a new menu item to an existing menu
  1. Complete one of the following steps:
    • Create a new item (visualization, annotation, and so on) to add to a menu:
      1. Open a workspace in Data Workbench and create the desired item.
      2. Save the item to the following directory:
        Data workbench installation directory \User*working profile name*\Work
      3. In the Profile Manager, click the Work directory to view its contents.
      4. In the User column, right-click the check mark for the desired file and click Copy .
      5. In the User column for the desired folder, click Paste .
        A copy of the file appears in the File column for the new folder, and a check mark for the new file appears in the User column.
    • Copy and paste an existing item from one menu (folder) to another:
      1. In the Profile Manager, click the Menu directory to view its contents.
      2. In the working profile name column, right-click the check mark for the desired file and click Make Local .
      3. Right-click the check mark for the file in the User column and click Copy .
      4. In the User column for the desired folder, click Paste . A copy of the file appears in the File column for the new folder, and a check mark for the new file appears in the User column.
  2. (Optional) Edit the order.txt file as needed. See Customizing Menus Using Order.txt Files .
  3. (Optional) To make the changes available to all users of the working profile, right-click the white check mark for each file in the User column and click Save to > < working profile name > .
  4. (Optional) To avoid having a menu item appear in multiple menus, you should delete the corresponding file from its original folder by right-clicking the check mark for the file in the working profile name column and clicking Remove > Yes .
    Repeat this step for the file’s check mark in the User column.