Creating a Workbook or Workbook Visualization Using an Existing Dataset

You can create workbooks and workbook visualizations from a saved dataset.

From the Analytics Home page on the Workbooks subtab, click New Workbook.

Or, if you're already in a dataset, click Create New Workbook and proceed to step 3.
Select a dataset on the Select a dataset to create a new workbook page.
Select a workbook visualization to get started.

Important:
Remember, you can only make visualizations with fields already in the selected dataset. If you don't own the dataset and want to add fields or filters, you'll need to save it with a new name. If you keep using the original, the creator can make changes that might affect your visualization. Use caution when making visualizations from datasets you don't own.
Edit the layout and formatting for each workbook visualization that you add.

For more information, see Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.
Click Save...

The Save Workbook As window appears.
Enter a name and description for the workbook in the fields, then click Save.
(Optional) click Share to share the workbook with other users.

The Share Workbook window appears.
Select the roles or user IDs that you want to share the workbook with, then click Share.

For more information about sharing workbooks, see Accessing and Sharing Workbooks and Datasets.
(Optional) To change the order of your workbook visualizations, drag the workbook tab to a new spot.