Before data analysis, you must create a workbook to store the data that you want to analyze. 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 in which the workspace that you want to manage resides. Find the workspace and click DataStudio in the Actions column.
  2. On the DataStudio page, click the Icon icon in the upper-left corner and choose All Products > Data Analysis > DataAnalysis.
  3. On the DataAnalysis page, click Spreadsheet in the top navigation bar to go to the Spreadsheet tab.
  4. In the New Spreadsheet section, click the Create icon icon to go to the workbook editing page.
    You can also click Spreadsheet in the Shortcuts section on the Homepage tab to go to the workbook editing page.
    Blank workbook
    If you have templates within your account, you can click a template to create a workbook based on the template. For more information about how to create and import a template, see Manage a workbook template. Template
    On the workbook editing page, you can configure the style of your workbook. After you import data to the workbook, you can perform data analysis operations on the data, such as pivoting and profiling. For more information, see Analyze data.
  5. On the workbook editing page, click Save in the upper-right corner.
  6. In the Save File dialog box, configure the File Name parameter.
  7. Click OK.

View and manage a workbook

  1. On the workbook editing page, click Spreadsheet in the upper-left corner or Spreadsheet in the top navigation bar to go back to the Spreadsheet tab.
    List
  2. In the All Spreadsheets section of the Spreadsheet tab, 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.
    In the All Spreadsheets section of the Spreadsheet tab, you can also perform the following operations on a workbook:
    • Rename a workbook: Find the workbook that you want to rename and click the Rename icon icon in the Operation column. In the Rename dialog box, enter a new name in the File Name field and click OK.
    • Change the owner of a workbook: Find the workbook whose owner you want to change and click the Change Owner icon icon in the Operation column. In the Change Owner dialog box, select an owner from the New Owner drop-down list and click OK.
    • Clone a workbook: Find the workbook that you want to clone and click the Clone icon icon in the Operation column. The generated workbook appears in the workbook list. The name of the generated workbook contains the _copy suffix.
    • Delete a workbook: Find the workbook that you want to delete and click the Delete icon icon 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 about, see Import data to a workbook.