Creating a Workbook Visualization

You can add workbook visualizations in a saved workbook using the Add icon Add icon.

To create a new workbook visualization within an existing workbook:

  1. On the Analytics Home page under the Workbooks subtab, click the name of the workbook you want to add your visualization to.

  2. Click the Add icon Add icon.

  3. Select the visualization type you want to add.

    By default, it's based on the dataset currently selected in the Dataset Panel. If you want to use a different dataset, click Connect Dataset.

  4. Edit the layout and format for the visualization.

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

  5. (Optional) To change the order of your workbook visualizations, drag the workbook tab to a new spot.

Related Topics

General Notices