Workbooks
Analyze data using spreadsheets and visualizations to tell data stories your way.
Workbook Basics
Workbook modes overview: View, Explore, Edit
Workbook lifecycle: explore, draft, and publish
Use a workbook in Explore mode
See all 12 articlesWorkbook Elements
Data Elements
Maximize or minimize a data element
Create and manage workbook warehouse views
Create and edit period-over-period analysis
See all 10 articlesTables and Pivot Tables
Extract semi-structured JSON or variant data
Visualizations
Customize chart mark tooltip fields
Create and format trellis charts
See all 9 articlesVisualization Types
See all 13 articlesInput Tables
Create and manage input tables
Edit existing input table columns
Create AI-enhanced input tables (Beta)
UI Elements
Create a one-click action button
Use your organization's plugins
Controls & Data Manipulation
See all 13 articlesDrafts & Publishing
Edit, draft, and publish a workbook
Workbook versions and version history
Send, Schedule, and Export
Send and schedule exports from workbooks
Send a workbook export to email recipients
Schedule exports to Google Sheets or Drive
Export a workbook to cloud storage (Beta)
See all 11 articlesCollaboration
Annotate element images as comments
Workbook collaboration with Live Edit
Badging: Endorse, Warn, and Deprecate
Templates
Get started with workbook templates
Create workbooks from templates
Create and edit workbook templates
Share templates with different orgs
HubSpot Campaign Creator template
See all 7 articles