The Workbook Lifecycle: Exploration, Drafts & Publishing

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

  1. Open your Recents page from the left navigation panel (accessible from the home page).
  2. Click to open the EXPLORATIONS tab.
  3. Click to open any unsaved workbook in the list. Screen_Shot_2021-05-25_at_12.37.28_PM.png

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. 

Screen_Shot_2021-09-20_at_11.16.26_AM_2.png

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. 

Screen_Shot_2021-09-20_at_11.18.02_AM_2.png

Create a Copy of an Existing Workbook

  1. Click the caret (▼) icon button to the right of the workbook title in the header. 
  2. Select Save as from the menu.
    This will open the Save a Copy modal.
    Screen_Shot_2021-09-20_at_11.19.13_AM.png
  3. [optional] Enter a new Name.
  4. [optional] Select a Destination.
  5. Click Save.
    Screen_Shot_2021-09-20_at_11.35.20_AM.png

Drafts and Version Publishing

Saved workbooks store a history of published versions.

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.  

To view a workbook's version history:

  1. Click the caret (▼) icon button to the right of the workbook title in the header. 
  2. Hover over Version History.

View and/or Restore an Old Version

To view an old version of a workbook

  1. Click the caret (▼) icon button to the right of the workbook title in the header. 
  2. Hover over Version History.Screen_Shot_2021-09-20_at_12.09.34_PM.png
  3. Click the version you would like to view.
  4. Now what?
    • You can navigate back to the current version by reopening the version history menu (steps 1 & 2).
      OR
    • If you instead wish to restore the old version, click Restore version, or make edits and re-publish. Screen_Shot_2021-09-20_at_12.13.21_PM.png

Related Resources

Workbooks: An Overview
Create a Workbook