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Connect to Data

The first step to building a notebook is to connect the notebook to datasets or data models to which visualizations can be bound to. Optionally, you can add parameters and filters to your notebook.

Add Datasets or Data Models

A notebook can be bound to one or more datasets or data models.

To connect a notebook to a dataset

  • Click anywhere on the notebook canvas and select the Data Binding panel on the right side of the notebook designer. Alternatively, click Notebook in the toolbar and choose Document Settings and switch to the Data Binding Panel.

  • Click the +Add button and search for a dataset or data model in the Choose Data. You can refresh the list if you can't find the dataset or data model you are looking for.

  • Select one or more datasets or data models and click Ok

Remove Datasets or Data Models

You can remove a dataset or data model that is not bound to any visualization in the notebook. Choose Document Settings from Notebook tab in the toolbar, and switch to the Data Binding panel. Hover over the dataset and click the recycle bin icon.

You can start building your notebook by adding blocks. Optionally, you can add a global filter to restrict the analysis to a certain area (Product category, branch or region). You can also add parameters that filter the data-bound

Add Global Filters

To restrict the notebook analysis to a subset of your data, you can add a global filter to your notebook. You can have one or more filters applied. The list of applied filters can be found in the General property group in the Inspector.

Click Document Settings in the Notebook tab in the toolbar, and in the Inspector, click the triple dash icon to unfold the list of already defined filters. Click +Add, choose the dataset or data model where the filter will apply, then click +Add to define the filter. If the filter consists of multiple expression click on the pull down arrow instead and choose +Add Group. A notebook filter could be a simple expression on one field or a group of expressions on multiple fields.