Creating a Workbook or Workbook Visualization Using a New Dataset
You can create a new workbook or workbook visualization without starting from a saved dataset.
To create a new workbook or workbook visualization using a new dataset:
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From the Analytics Home page on the Workbooks subtab, click New Workbook.
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On the Select a dataset to create a new workbook page, click New Dataset.
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Select a record type for your dataset.
The Dataset Builder will appear with some fields already added to the Data Grid.
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Select the fields and criteria filters you want in your dataset. For more information, see Defining a Dataset and Dataset Criteria Filters.
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When you're satisfied with your results, click Apply to workbook.
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Select a workbook visualization to get started.
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Edit the layout and formatting for each workbook visualization you add.
For more information, see Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.
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Click Save...
The Save Workbook As window appears.
Important:You can't save a workbook if it has visualizations based on unsaved datasets. If there are unsaved datasets, click the menu icon next to the dataset name in the Dataset Panel and select Save changes as or Discard changes. Or, if you want to keep editing the dataset, click Open Dataset.
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Enter a name and description in the fields, then click Save.
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(Optional) Click Share to share the workbook with other users in your account.
The Share Workbook window will open.
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Select the roles or user IDs you want to share the workbook with, then click Share.
For more information about sharing workbooks, see Accessing and Sharing Workbooks and Datasets.
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(Optional) To change the order of your workbook visualizations, drag the workbook tab to a new spot.