Workbooks

Workbook Basics

Workbooks: An Overview

Workbook Modes Overview: View, Explore, Edit

Workbook Modes Overview (Legacy)

Workbook Lifecycle: Explore, Draft, and Publish

Compose Elements on a Page (New Layouts Beta)

Explore a Workbook using Explore Mode

See all 12 articles

Data Elements

Intro to Data Elements

Create a Data Element

Maximize or Minimize a Data Element

View Column Details

Custom Date Formatting

Upload CSVs

See all 12 articles

Tables and Pivot Tables

Create and manage tables

Working with Pivot Tables

Pivot Table Subtotals

Add Hyperlinks to Columns

Input Tables

Intro to Input Tables

Create and Manage Input Tables

Edit Input Table Data

Visualizations

Intro to Visualizations

Visualization Data Labels

Visualization Reference Marks

Customize Visualization Tooltips

Add Trend Lines

Custom Sort Visualizations

See all 8 articles

Visualization Types

Build a Bar Chart

Build a Line Chart

Build a KPI Chart (Beta)

Build a Scatter Plot

Build a Sankey Diagram (Beta)

Build a Funnel Chart

See all 13 articles

Controls & Data Manipulation

Intro to Control Elements

Top N Filter

Create Flexible Reports with Parameters

Parameters in Workbooks

Data Element Filters

Explore Visualization Drill Paths

See all 10 articles

UI Elements

Intro to UI Elements

Create a One-Click Action Button

Text Elements

Drafts & Publishing

Edit, Draft, and Publish a Workbook

Ad Hoc Data Exploration

Workbook Version History

Create a Workbook or Exploration

Send, Schedule, and Export

Send and Schedule Exports from Workbooks

Send a Workbook to Email

Send Slack notifications

Schedule Exports to Google Sheets or Drive

Apply control values to scheduled reports

Conditionally Scheduled Reports

See all 9 articles

Collaboration

Workbook Collaboration with Live Edit

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

Examine SQL Queries

Examine SQL Queries (Workbooks)

Write custom SQL

Set a Cache Duration