Overview

A workbook is just like a folder where you can organize your analysis. You can create multiple workbooks to organize your analysis based on different topics. A workbook can contain multiple queries, charts, and dashboards. You can share a workbook with other users to collaborate on the analysis.

Workbooks

Workbook is a collection of queries, charts, and dashboards.

• Queries: A query retrieves data from a data source. You can perform operations on the data like filtering, grouping, joining, etc.
• Charts: A chart summarizes and visualizes the data from a query. You can create different types of charts like bar, line, pie, etc.
• Dashboards: A dashboard is a collection of charts. You can create multiple dashboards in a workbook.

Sample Workbook

Creating a Workbook

To create a workbook, click on the + New Workbook button on the Workbook list page. When you create a new workbook, all the changes you make are stored in the browser until you click on the Save button. If you accidentally close the browser or tab, you can recover the unsaved changes by opening the workbook tab again from the browser history.

Once you have saved the workbook, any further changes will be saved in browser until you click on the Save button again. This way you can keep on experimenting with the workbook without affecting the saved version. If you want to discard the changes, you can click on the Discard button to go back to the last saved version.

Sharing a Workbook

You can share a workbook with other users by clicking on the Share button on the workbook. You can share the workbook with specific users or all users. The shared users will be able to view or edit the workbook based on the permissions you provide.