Begin to Build a Workbook

Create a workbook with one or more data sources and design visualizations.

You create workbooks to store and organize your analytics content, such as graphs and charts.

Tutorial

1. On your home page, click Create and click Workbook.
2. In the Add Data dialog, search for and click a dataset, then click Add to Workbook.
3. In the Data pane, locate and drag and drop data columns onto the Visualize canvas to start building visualizations.
4. Click Save.
   • To share a workbook with others and include it in the home page's Navigation Menu as a link, you can save the workbook in the /Shared Folders/first level subfolder with Add to Navigation Menu selected.

     Note:

     Exclude special characters from your workbook name otherwise it won't display in the Navigation Menu. See About Naming Restrictions for Items in the Catalog.