📄️ About Workbook
In today's data-driven world, the ability to effectively manage and derive insights from information is paramount. Workbooks provide a versatile solution, empowering you to organize, analyze, and visualize your data with ease. Whether you are building dynamic reports or managing critical datasets, understanding the capabilities of workbooks is key to unlocking your data's full potential.
📄️ Creating a Workbook
You can create a workbook in any of the following methods:
📄️ Creating a blank workbook
To create a blank workbook, do the following:
📄️ Creating workbook with document upload
For document uploads, both CSV and Excel files are supported. However, for enhanced functionality and integration capabilities, it is recommended to upload these file types as workbooks. Also, note that the preview feature is currently available only for images and PDF documents.
📄️ Creating workbook with file upload
1. On the Home page, from the left navigation panel, click Workspace, and from the list of workspaces, open a workspace.
📄️ Publishing Workbook from Playground
Refer to Publishing workbook from playground.
📄️ Viewing the column dependency graph
A column dependency graph visualizes how columns are connected through formulas—showing chains where one formula-based column depends on another. It helps identify which columns are safe to delete and allows you to inspect dependencies for any specific column.
📄️ Accessing workbook pipeline information
1. On the Home page, from the left navigation panel, click Workspace, and from the list of workspaces, open the workspace where the workbook that you want to edit is located.
🗃️ Configure Workbooks
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📄️ Downloading data from workbooks
There are two primary ways to download data from your workbooks, each with distinct behaviors:
📄️ Downloading RAW CSV for workbooks
To download RAW CSV for workbooks, do the following:
📄️ Downloading RAW Excel for workbooks
To download RAW Excel for workbook, do the following:
📄️ Copying cURL for Workbook API Interaction
You can copy the cURL command to interact with the workbook using API requests. This command includes the necessary method, headers, and parameters for easy integration.
📄️ Switching the storage provider
Ensure your workbook has been published with the copy option. Typically, when a workbook is initially published via the copy option, it gets stored in the warehouse, and the default data provider is Spark.
📄️ Switching the storage type
1. Open the published workbook. From the Settings menu, select Storage and Provider settings.
📄️ Last mile pipeline flow
The Last Mile Pipeline transfers data from S3 storage to a database (DB), changing the storage type for easier access and use. Its primary function is to copy data from S3 into the designated DB.
📄️ Enabling delete protection
Enabling delete protection is highly recommended if your workbook is used in embedded analytics or as an API by another service. This ensures that critical data and configurations remain intact and prevents accidental or unauthorized deletions.
📄️ Disable delete protection
To disable delete protection for workbooks, do the following:
📄️ Refreshing cache
To access the most current data, you must initiate a cache refresh operation. Otherwise, the system will serve data from the existing cache. The timestamp of the last successful data synchronization is displayed in the upper right corner of the interface. This visual indicator provides you with immediate insight into the recency of the presented information.
📄️ Deleting a workbook
Ensure that the workbook is not delete-protected before deleting it. If it is, you must first remove the delete protection status. Refer to Disable delete protection for workbooks for instructions.
📄️ Conditional Formatting for Tables and Pivot Tables
Enhance your data analysis with the new conditional formatting feature for tables and pivot tables. You can now define custom rules and dynamically color-code cells based on their values, allowing for quick visual identification of key data points that meet specific thresholds or criteria.
🗃️ Generate Dashboards
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📄️ Viewing Workbook Lineage
The workbook Lineage view offers a visual representation of how data flows from raw sources through pipelines into workbooks, helping users trace, audit, and understand column-level transformations.
📄️ Email Campaign
You can now create email campaigns from Workbooks by selecting a view (master or filtered) and a recipient column (email or user). The view filters the recipients, sending the email only to a subset of members in the email or user column, rather than all of them.
📄️ Data Grouping
Grouping workbook data against a chosen column offers a powerful way to reorganize and understand your information from different angles. Instead of just seeing a flat list of entries, you can create a hierarchical view where rows with the same value in your selected column are brought together. This aggregation allows you to analyze trends, summaries, and patterns specific to those groups.
📄️ Filtering workbook data
When you have a large dataset in a workbook, it can be challenging to identify specific trends, patterns, or insights. Filtering allows you to temporarily hide certain rows of data based on criteria you define for one or more columns. This leaves you with only the subset of data that meets your specific needs for analysis.
📄️ Viewing and editing row details in a form
Each row in a workbook can be expanded to view its full data in a form-like layout. All you need to do is select a row and click the expand or edit record icon. This supports contextual collaboration, allowing team members to discuss, clarify, or flag records directly within the workbook. You also have the option to keep this in View-Only mode, which prevents any other users from making edits.
📄️ Workbook columns
Workbooks offer a rich set of column types designed to capture and manage your data effectively. By strategically choosing these column types, you can structure your data precisely to meet your specific requirements, ensuring accuracy, consistency, and enhanced functionality within your workbooks. The following column types are included in workbooks: