Summary of Content
Workbooks for Ad hoc Data Exploration
Revisit Unsaved Workbooks
Save / Publish a Workbook
Save an Unsaved Workbook
Publish Changes to a Saved Workbook
Create a Copy of an Existing Workbook
Drafts and Version Publishing
View and/or Restore an Old Version
Related Resources
Workbooks for Ad hoc Data Exploration
Workbooks are suited for both ad hoc data exploration and long term published reporting.
New workbooks are not automatically saved and only need to be saved if you wish to continue using them for repeatable analysis and reporting.
If you instead want to do in-the-moment ad hoc analysis, create the workbook, explore your data, and then move on without saving.
Revisit Unsaved Workbooks
- Open your Recents page from the left navigation panel (accessible from the home page).
- Click to open the EXPLORATIONS tab.
- Click to open any unsaved workbook in the list.
Save / Publish a Workbook
Save an Unsaved Workbook
If your workbook has not yet been saved for the first time, click the Save As button in the workbook header. Then follow the prompts to name and select a destination for the workbook.
This will save and publish the first draft of your workbook.
Publish Changes to a Saved Workbook
If you have "can edit" permission on a workbook, you may choose to discard or publish your drafted edits. Your drafted edits are only visible to you until you publish them as the newest version of the workbook.
To publish your edits, click the Publish button in the workbook header.
Create a Copy of an Existing Workbook
At times, you may have reason to create a new copy of an existing workbook. To do so, open the vertical ••• menu in the workbook's header, and click Save as. Then follow the prompts to name and select a destination for the new copy.
Drafts and Version Publishing
Saved workbooks store a history of published versions. To view a workbook's version history, click the version icon button in the workbook's header.
If you have unsaved edits, your current draft will be listed in addition to the publication history. Only you have access to this pending draft. Simultaneously, other editors may have pending drafts only available to them. 
View and/or Restore an Old Version
To view an old version of a workbook, open the version history from the workbook header, and click to select your intended version.
You can navigate back to the current version by reopening the version history menu.
If you instead wish to restore the old version, click Restore version, or make edits and re-publish.
