Creating a Workbook Using Datasets and/or Subject Areas

Workbooks contain visualizations that help you to analyze your data in a productive and meaningful ways.

When you create a workbook, you add one or more datasets containing the data that you want to visualize and explore. Datasets contain data from subject areas, or uploaded data files such as spreadsheets. You can also add multiple datasets to your existing workbooks.

You can use the Dataset page to familiarize yourself with all available datasets. Datasets have distinct icons to help you quickly identify them by type.

To create a new workbook:

Go to the Home page, click Create, then click Workbook.
You can add data to a workbook using one of the following options:
- If you're working with a new workbook, then in the Add Dataset dialog browse and select the data sources that you want to analyze, then click Add to workbook.
- You can add data sources based on datasets, or subject areas.
- If you’re working with an existing workbook, then in the Data Panel click Add (+), then Add Dataset to display the Add Dataset dialog and add a data source.
- You can also create a new data source based on a file, or subject area using the Create Dataset dialog, then add it your workbooks.
Drag the data elements that you want to visualize from the Data Panel onto the visualization canvas and start building your workbook.
You can transform your dataset to improve the quality of your analysis and visualization using data preparation script in the Present canvas.

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