Workbooks

Analyze data using spreadsheets and visualizations to tell data stories your way.

Workbook Basics

Workbooks: An Overview

Workbook Modes: Edit, Explore & View

Workbook Lifecycle: Exploration, Drafts & Publishing

Create a Workbook or Exploration

Data Value Types

Intro to Element Types

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Data Elements

Intro to Data Elements

Create a Data Element

Data Element Focus View

View Column Details

Custom Date Formatting

Upload CSVs

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Tables and Pivot Tables

Working with Tables

Working with Pivot Tables

Pivot Table Subtotals

Add Hyperlinks to Columns

Visualizations

Intro to Building Visualizations

Area Charts

Bar Charts

Single Value Visualizations

Line Charts

Pie and Donut Charts (Workbooks)

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Controls & Data Manipulation

Intro to Control Elements

Workbook Parameters

Data Element Filters

Explore Visualization Drill Paths

Hidden Controls in Workbooks

Drill Down Controls

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UI Elements

Intro to UI Elements

Text Elements

Create a One-Click Download Button

Send, Schedule and Export

Apply Control Values to Scheduled Reports

Send and Schedule Workbooks

Send a Workbook via Email

Send Slack Notifications

Conditionally Scheduled Reports

Download a Data Element

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Collaborate

Workbook Live Edit (Beta)

Share a Workbook

Workbook Comments

Templates

Get Started with Templates

Create Workbooks from Templates

Create and Edit Templates

Share Workbook Templates

Snowflake Usage Templates

Workbook Security

User Attributes

Workbook Row-level Security

Examine SQL Queries

Examine SQL Queries (Workbooks)

Write Custom SQL