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Workbooks

Your personal analytical workspace where all your data, transformations, and visualizations live together.

What is a Workbook?​

Think of a Workbook as a project folder for analysis. When you create a Workbook, you get an isolated environment with your data sources, AI-generated views, visualizations, and full conversation history all in one place. Each Workbook runs in its own secure, sandboxed environment.

Workbook Interface

The Workbook interface showing sources, views, and the AI chat

Why Workbooks Matter​

Isolation: Each Workbook is completely separate. Your sales analysis won't interfere with your marketing analytics.

Organization: Keep related analyses together. One Workbook for quarterly reporting, another for ad-hoc exploration.

Collaboration: Share entire Workbooks with teammates. Everyone sees the same data, views, and history.

Persistence: Leave and come back anytime. Your Workbook remembers everything—data, transformations, and conversations.

How to Use Workbooks​

Creating a New Workbook​

  1. Click "New Workbook" from your dashboard
  2. Give it a descriptive name (e.g., "Q4 2024 Sales Analysis")
  3. Optionally add a description to help teammates understand its purpose
  4. Wait 10-20 seconds while your workspace initializes

Creating a Workbook

Name your Workbook and add an optional description

Managing Your Workbooks​

From your dashboard, you'll see all your Workbooks with:

  • Name and description you provided
  • Last activity timestamp so you know what's recent
  • Status indicator (Active/Inactive)
  • Quick actions to open, share, or delete

Common Use Cases​

  • Project-based analysis: Create one Workbook per project or business question
  • Department workspaces: Sales, Marketing, Finance each get dedicated Workbooks
  • Temporary exploration: Spin up a Workbook to test ideas, delete when done
  • Ongoing reporting: Build monthly/quarterly reports in persistent Workbooks
  • Training and onboarding: Use sample data in practice Workbooks

Tips & Best Practices​

Name thoughtfully: Use descriptive names like "Customer Churn Analysis" instead of "Workbook 1"

Start fresh when needed: After ~10 chat exchanges, consider starting a new conversation to keep context focused

Organize with multiple Workbooks: Don't cram everything into one. Separate Workbooks perform better and are easier to navigate.

What's Inside a Workbook?​

Your Workbook sidebar shows everything organized into sections:

  • Sources: Your original data (CSV uploads, database connections)
  • Views: SQL transformations the AI creates
  • AI Tables: Intelligence-enhanced datasets
  • Input Objects: Variables and scenario parameters
  • Visualizations: Charts and dashboards
  • Groups: Organized node collections (when you create them)

Workbook Sidebar

The left sidebar organizes all your Workbook objects

  • Sources - Import data into your Workbook
  • Views - Understand the transformations inside
  • Node Graph - Visualize your analytical pipeline