DataWorks:Create and manage a workbook

Go to the workbook page

You can use one of the following methods to go to the workbook page:

• In the Shortcuts section on the homepage of DataAnalysis, click Spreadsheet to go to the workbook editing page.
• In the left-side navigation pane of the DataAnalysis page, click the icon to go to the Spreadsheet page.

Create a workbook

1. On the Spreadsheet page, click the icon in the New Spreadsheet section to go to the workbook editing page.
   You can also click Spreadsheet in the Shortcuts section on the homepage of DataAnalysis to go to the workbook editing page.
   

   If you have templates within your account, you can click a template to create a workbook based on the template. To view all templates within your account, click More Templates in the upper-right corner of the New Spreadsheet section. For more information about how to create and import a template, see Manage templates.
   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.
2. On the workbook editing page, click Save in the upper-right corner.
3. In the Save File dialog box, configure the File Name parameter.
4. Click OK.

View and manage a workbook

1. On the workbook editing page, click Spreadsheet in the upper-left corner or the icon in the left-side navigation pane to go back to the Spreadsheet page.
2. In the All Spreadsheets section of the Spreadsheet 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.

   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 page, you can also perform the following operations on a workbook:

   • Rename a workbook: Find the workbook that you want to rename and click the 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 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 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 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, see Import data to a workbook.