Workbooks

Workbook Basics

Workbooks overview

Workbook settings

Workbook modes overview: View, Explore, Edit

Workbook lifecycle: explore, draft, and publish

Compose elements on a page

Use a workbook in Explore mode

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Workbook Elements

Intro to Element Types

Customize element background

Customize element title

Copy and paste elements

Data types and formats

Define custom date formats

Data Elements

Intro to data elements

Create a data element

Create and manage workbook warehouse views

Maximize or minimize a data element

View Column Details

Add columns through Lookup

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Tables and Pivot Tables

Create and manage tables

Working with Pivot Tables

Wrap text

Pivot Table Subtotals

Add Hyperlinks to Columns

Extract semi-structured JSON or variant data

Visualizations

Intro to visualizations

Format chart legend

Customize chart mark tooltip fields

Visualization Data Labels

Visualization Reference Marks

Add Trend Lines

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Visualization Types

Build a bar chart

Build a line chart

Build a KPI chart

Build a scatter plot

Build a Sankey diagram

Build a funnel chart

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Input Tables

Intro to input tables

Create and manage input tables

Edit existing input table columns

Create AI-enhanced input tables (Beta)

UI Elements

Intro to UI Elements

Create a one-click action button

Text Elements

Use your organization's plugins

Controls & Data Manipulation

Intro to Control Elements

Duplicate controls

Synced controls

Drill down control

Segmented control

Top N Filter

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Drafts & Publishing

Create a workbook

Edit, draft, and publish a workbook

Ad hoc data explorations

Workbook versions and version history

Send, Schedule, and Export

Send and schedule exports from workbooks

Send a workbook export to email recipients

Send Slack notifications

Schedule exports to Google Sheets or Drive

Apply control values to scheduled exports

Schedule exports using conditions

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Collaboration

Annotate element images as comments

Workbook collaboration with Live Edit

Share a Folder

Share a workbook

Badging: Endorse, Warn, and Deprecate

Workbook comments

Templates

Get started with workbook templates

Create workbooks from templates

Create and edit workbook templates

Share workbook templates

Share templates with different orgs

HubSpot Campaign Creator template

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Workbook Security

Column-Level Security (Beta)

User Attributes

Examine SQL Queries

Caching and data freshness

Examine SQL queries (Workbooks)

Write custom SQL

Set a query ID cache duration