Before data analysis, you must create a workbook to store the data to be analyzed. This topic describes how to create, view, and manage a workbook.

Create a workbook

  1. Go to the DataStudio page.
    1. Log on to the DataWorks console.
    2. In the left-side navigation pane, click Workspaces.
    3. In the top navigation bar, select the region where the target workspace resides. Find the target workspace and click Data Analytics in the Actions column.
  2. On the DataStudio page, click the Icon icon in the upper-left corner and choose All Products > Data Development > DataAnalysis.
  3. On the DataAnalysis homepage, click Experience Now. The Web Excel page appears.
  4. On the Web Excel page, click the Create icon icon in the New Spreadsheet section.
    Blank workbook
    If you have templates under your account, you can click a template to create a workbook based on the template. To view all templates under your account, click More Templates in the upper-right corner of the New Spreadsheet section. For more information about how to create and apply a template, see Manage a workbook template.Template
  5. In the New spreadsheet dialog box, enter a name in the File Name field.
  6. Click OK to go to the workbook editing page. For more information, see Edit a workbook and analyze data.

View and manage a workbook

  1. On the workbook editing page, click Return in the upper-left corner or Web Excel in the top navigation bar to go to the Web Excel page.
    List
  2. In the All Spreadsheets section of the Web Excel page, select I created or Share it with me from the drop-down list in the upper-right corner to view the workbooks in the corresponding category.
    All Spreadsheets

    You can also share workbooks with specific users. For more information, see Share a workbook.

  3. Click the file name of a workbook to go to the workbook editing page.
    On the Web Excel page, you can perform the following operations to manage a workbook:
    • To rename a workbook, perform the following steps: Find the workbook and click Rename in the Operation column. In the Rename dialog box, enter the new name in the File Name field and click OK.
    • To change the owner of a workbook, perform the following steps: Find the workbook and click Change Owner in the Operation column. In the Change Owner dialog box, select an owner from the New Owner drop-down list and click OK.
    • To clone a workbook, perform the following steps: Find the workbook and click Clone in the Operation column. The cloned workbook appears in the workbook list. The name of the cloned workbook contains the _copy suffix.
    • To delete a workbook, perform the following steps: Find the workbook and click Delete in the Operation column. In the Delete message, click OK.

What to do next

After you create a workbook, go to the workbook editing page and import data to the workbook. For more information, see Import data to a workbook.