Creating a Workbook
A workbook lets you analyze dataset results by making visualizations like tables, pivot tables, and charts.
Every workbook visualization is based on a dataset, but one dataset can be used in different workbooks and visualizations. You can also use a different dataset for each visualization in a workbook. You can open the dataset right from a workbook visualization, but the dataset is still its own object with its own creator and access controls. Any changes to a dataset are automatically applied to all connected visualizations. This keeps your data accurate, but your workbooks might change unexpectedly if you don't own the underlying dataset.
You can only make visualizations with fields already added to the dataset. If you don't see a field you want, you'll need to add it to the dataset or ask the dataset owner to do it for you. For more information about defining a dataset, see Defining a Dataset.
In workbooks with linked datasets, link definitions are part of the workbook. You can use these linked datasets for lots of visualizations, but only in that workbook. You can't share the link definition by itself.
The main workbook visualizations you can create are table views, pivot tables, and charts:
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Table Views let you see and analyze your dataset results in a simple table. You can't use linked datasets to make a table view. For more information, see Workbook Table Views.
Note:By default, every workbook template has a Table View based on the dataset. For more information about workbook and dataset templates, see Workbook and Dataset Templates.
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Pivot tables let you break down your dataset results to analyze different subsets of data—like the number of unfulfilled orders per customer. With linked datasets, you can use pivot tables to look at metrics from two different levels. For more information, see Workbook Pivot Tables.
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Charts let you create visualizations of your dataset results, so you can analyze them quickly. You can also build charts with linked datasets. For more information, see Workbook Charts.
After you create your workbook visualizations, you can rearrange, rename, or delete workbook tabs as needed.
If you have multiple languages in your account and you edit and save default text in a workbook or visualization, a new translation collection gets added to the Manage Translations page. For more information, see Manage Translations.
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.
To create a new workbook or workbook visualization based on an existing dataset:
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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.
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Select a dataset on the Select a dataset to create a new workbook page.
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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.
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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.
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Click Save...
The Save Workbook As window appears.
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Enter a name and description for the workbook in the fields, then click Save.
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(Optional) click Share to share the workbook with other users.
The Share Workbook window appears.
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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.
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(Optional) To change the order of your workbook visualizations, drag the workbook tab to a new spot.
To create a new workbook visualization within an existing workbook:
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On the Analytics Home page under the Workbooks subtab, click the name of the workbook you want to add your visualization to.
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Click the Add icon
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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.
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Edit the layout and format for the visualization.
For more information, see Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.
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(Optional) To change the order of your workbook visualizations, drag the workbook tab to a new spot.