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Worksheets

Worksheets provide a private space to write, run, and manage queries while exploring your data.

R
Written by Rachel Gough
Updated over a week ago

Worksheets are your personal workspace for creating, running, and saving queries, giving you full control to explore and analyze your data. Each worksheet you create is private to your account, so only you can view and manage them.

Accessing Worksheets

  1. In the left navigation menu, select Analytics

  2. Choose Worksheets.

Note: You must have the Worksheet Access permission enabled to view this feature.

Using the Query Editor

When the Worksheet opens, you'll see the Query Editor. Click into the editor to start typing your query.

As you type, the autocomplete dropdown will suggest entities and columns that match your input.

Browsing Entities

If you prefer to browse, select the Entities tab.

This displays a folder-style navigation tree similar to the Catalog, where you can find all available entities and their columns.

Double clicking on a column will insert the column into the Query Editor.

Screen shot of the Worksheet page, with auto complete text showing.

Query Editing Tools

  1. Create a New Query (+) - Opens a new blank Query Worksheet

  2. Worksheet Options (•••) - Copy, Delete, and Rename the Query Worksheet.

  3. Run Query (▶) - Executes your query and displays the results at the bottom

  4. Format Query (🪄) - Automatically formats and indents your SQL for readability.

  5. Save (💾) - Saves the current query and any edits.

  6. Export to Blueprint - Exports your query into a Blueprint.

  7. Download Data- After running a query, export the query results as a downloadable CSV file.

  8. Use the drag handles between panels to resize your workspace.

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