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The URL will update with each user action, allowing easy back and forward motions in your browser, and instant shareability of results (across all of the tabs in your workbook). The URL is structured such that each tab is encoded individually, for easy portability. The URL structure will contain a reference to each tab, and a final reference to the active tab. For example: Workbook with a stacked bar chart showing Order Items Count by date, with the field picker open on the left and multiple tabs at the bottom Tabs can be renamed and rearranged for additional organization.

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Saving a workbook

Workbooks can optionally be named and saved. When a workbook is saved, it will appear alongside other dashboards and workbooks in the content system. If a workbook is not saved, you can still return to that analysis by searching for it in the Activity section, or via URL. The Activity page logs all of your activity, whether on saved or unsaved workbooks. Activity page showing a list of recent workbook actions with timestamps, model names, and editing or exploring status

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Workbook states

The information in this section is different if you’re using the draft/publish workflow. Refer to the Editing & publishing content guide to learn more.
A workbook can be in either View or Edit mode. Workbook mode dropdown showing Viewing and Editing options When viewing, you are looking at the latest saved version of the workbook. When editing, you are changing the workbook and changes will auto-save as you go. Changes made in edit mode will also impact the dashboard that is attached to the workbook.

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Workbook versions

To view a history of all changes to the workbook, click File > Version History to open the Version History panel. You can also use this panel to restore a previous version of the workbook. Version History panel showing a list of changes with timestamps, authors, and a Restore button on hover
The Version History panel only contains changes to the workbook itself, not the workbook model or the dashboard. Open the model IDE (Model > Model layers > Workbook) to view workbook model changes.

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Exploring a workbook

Sometimes you may want to explore or iterate on an analysis without impacting the saved version. From view mode, you can start interacting with the workbook to jump into an exploration. While exploring, changes are not saved and you can exit the exploration to go back to the latest version of the workbook. Explorations are represented in the URL, so the exploration can be shared by simply copy/pasting the URL to another user. Workbook in Exploring mode with a tooltip explaining that changes don't affect the saved workbook If you want to save your exploration, select Save from the file menu. This will add all current changes into the saved workbook. You can also save changes to a new workbook by selecting ‘Save As…’. File menu open during an exploration showing Save, Duplicate, and other options Note that when you make any changes to the workbook, the changes will also be reflected on the dashboard associated to the workbook. Save Workbook dialog with options to Save as, Cancel, or Save Exploration to Workbook

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Moving queries between workbooks

Workbook tabs can be duplicated inside workbooks, or copied to an existing workbook, or create an entirely new workbook.

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Duplicate a tab in the same workbook

From the workbook, enter edit mode, right click on the tab and select ‘Duplicate’.

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Copy a tab to an existing workbook

From the workbook, enter edit mode, right click on the tab and select ‘Copy to’. Click the button to copy the query ID. In the workbook you want to copy the tab into, enter edit mode. Click Edit > Import tab There are a couple of caveats to copying to an existing workbook:
  1. A tab can only be copied to a workbook with the same connection and shared model
  2. If there are changes to the workbook model in the tab you are copying over, those will be copied into the existing workbook as well. In the event of a conflict (e.g. the same field exists on both workbooks with different definitions), the workbook copied to should win.
Right-click context menu on a workbook tab showing Delete, Copy to new workbook, Copy to existing workbook, Duplicate, and Rename options Copy query to existing workbook dialog showing the query ID and instructions to copy and import in another workbook File menu in the destination workbook with Import Tab highlighted Import Query dialog with a field to paste the copied query ID and an Import button

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Create a new workbook with a new tab

From the dashboard, right click on the tile and click Explore. From the workbook, right click on the tab and click Explore.

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Linked tabs

From the workbook, enter edit mode, right click on the tab and select Create linked tab. Save the linked tab, and you can now build multiple visualizations from the same query in a workbook. This also means changing one query, you do not need repeat that change for each linked query.
  • Dashboard filters can only be mapped to the source tab.
  • When you delete a source tab, may either delete the linked tabs or unlink them and turn them into independent queries.