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Creating a Tenant Workspace

Tenant Workspace​

A new Tenant Workspace feature allows platform users to create isolated, filtered workspaces from a master dynamic workbook — enabling multi-tenant data access where each tenant sees only their own data within the same workbook. Users can select a source workbook, a filter column, and one or more filter values to auto-generate a tenant workspace that is scoped to only the matching rows, with full bi-directional sync so changes in the master or tenant workspace are immediately reflected in the other.

When to Use

You have a single dynamic workbook with data across multiple customers — but each customer should only see their own rows, not everyone else's. Tenant Workspace solves this by letting you spin up isolated, filtered workspaces from a master workbook, one per tenant, where each workspace is scoped to only that tenant's data — no duplication, no separate tables, no manual filtering.

How it works:

  • Select a source workbook, a filter column (e.g. Customer ID), and the filter value for each tenant
  • A new workspace is automatically created with only the matching rows visible
  • Multiple tenant workspaces can be created at once across one or more workbooks

Once created:

  • Widgets and dashboards inside the tenant workspace reflect only that tenant's filtered data
  • Tenant users can add, edit, and delete rows — changes sync back to the master workbook in real time
  • New columns added to the master workbook automatically appear in all tenant workspaces
  • Tenant users cannot add or delete columns — column structure is controlled at the master level

Known limitations:

  • Available for dynamic workbooks only
  • If a tenant knows the underlying connection name, they can bypass the filter via a direct playground query and see all rows
  • Filter value selection is limited to columns with fewer than 8,000 unique values

How to Create a Tenant Workspace​

  1. Navigate to your workspace and click the three-dot menu (⋮) at the top right.
  2. Select "Create Tenant Workspace" from the dropdown.
  3. In the modal that opens, enter a Tenant Workspace Name.
  4. Under Source Workbooks, select one or more workbooks you want to replicate into the tenant workspace.
  5. For each selected workbook, choose the filter column and the filter value to scope the tenant's data (e.g. payment_type = CASH).
  6. Click Publish — the tenant workspace is created automatically with only the filtered data visible.
Tenant Workspace Tenant Workbook Selection

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