Creating a Workbook

A workbook is where you analyze the results of a dataset query by creating workbook visualizations such as tables, pivot tables, and charts.

All workbook visualizations are based on a dataset, however a single dataset can be used in multiple workbooks and workbook visualizations. Additionally, you can use a different dataset for each visualization in a workbook. Although you can access the underlying dataset from within a workbook visualization, the dataset exists as its own object, with its own creator and access rights. Moreover, changes to a dataset are automatically propagated to any connected workbook visualizations. This prevents data discrepancies but also means that your workbooks can change unexpectedly if you do not own the underlying dataset.

You can only create workbook visualizations using fields that have been added to the underlying dataset. If you do not see a field that you want to include in a workbook visualization, you must add it to the dataset or contact the dataset owner so that they can add it for you. For more information about defining a dataset, see Defining a Dataset.

In workbooks connected to linked datasets, the link definition exists as part of the workbook. You can use the linked datasets as the basis for multiple visualizations, but only in the workbook where the link was defined. You cannot share the link definition on its own.

The types of workbook visualizations that you can create include table views, pivot tables, and charts:

Table Views enable you to display and analyze your dataset results in a simplified table. You cannot use linked datasets to build a table view. For more information, see Workbook Table Views.

Note:
By default, all workbook templates include a Table View based on the underlying dataset. For more information about workbook and dataset templates, see Workbook and Dataset Templates.
Pivot tables enable you to pivot your dataset results so that you can analyze different subsets of the data, such as the number of unfulfilled orders per customer in your account. With linked datasets, you can also use pivot tables to analyze metrics at two different levels of aggregation. For more information, see Workbook Pivot Tables.
Charts enable you to create different visualizations of your dataset results so that they can be analyzed at a glance. You can also build charts using linked datasets. For more information, see Workbook Charts.

After you create your workbook visualizations, you can rearrange the order in which the workbook tabs are displayed as needed. You can also rename your workbook tabs or delete them.

Note:

If you have multiple languages in your account and you edit and save default text in a workbook or workbook visualization, a new translation collection is added to the Manage Translations page. For more information, see Manage Translations.

To create a new workbook or workbook visualization based on new dataset:

From the Analytics Home page on the Workbooks subtab, click New Workbook.
On the Select a dataset to create a new workbook page, click New Dataset.
Select a record type for the dataset.

The Dataset Builder appears with preselected fields in the Data Grid.
Select the fields and criteria filters you want to include in the dataset. For more information, see Defining a Dataset and Dataset Criteria Filters.
When you are satisfied with your results, click Apply to workbook.
Select a workbook visualization to begin.
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.

Important:
You cannot save a workbook if it has visualizations that are based on unsaved datasets. If you have unsaved datasets connected to your workbook, click the menu icon next to the dataset name in the Dataset Panel and select Save changes as or Discard changes. Alternatively, if you want to continue editing the dataset, click Open Dataset.
Enter a name and description for the workbook in the fields provided, then click Save.
(Optional) Click Share to share the workbook with other users in your account.

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 in which the workbook visualizations are displayed, drag the workbook tab to a new position.

To create a new workbook or workbook visualization based on an existing dataset:

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

Alternatively, if you are already in an existing 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 begin.

Important:
Keep in mind that you can only create workbook visualizations using fields that have been added to the selected dataset. If you do not own the selected dataset and you want to add fields or criteria to it, you must save the dataset using a different name. Additionally, if you proceed without saving your own version of the dataset, the dataset creator can make changes to the dataset which will impact your visualization. Use caution when creating workbook visualizations based on datasets that you do not 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 provided, then click Save.
(Optional) click Share to share the workbook with other users in your account.

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 in which the workbook visualizations are displayed, drag the workbook tab to a new position.

To create a new workbook visualization within an existing workbook:

From the Analytics Home page on the Workbooks subtab, click the name of the workbook you want to add the visualization to.
Click the Add icon .
Select the visualization type you want to add to the workbook.

By default, the visualization is based on the dataset currently selected in the Dataset Panel. If you want to base it on a different dataset, click Connect Dataset.
Edit the layout and format for the visualization.

For more information, see Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.
(Optional) To change the order in which the workbook visualizations are displayed, drag the workbook tab to a new position.

To create a new workbook or workbook visualization based on new dataset:

To create a new workbook or workbook visualization based on an existing dataset:

To create a new workbook visualization within an existing workbook:

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