Step 2. Create a workbook¶
Do you have the data ready for analysis? Now, it’s time to create a workbook. The Workbook module supports the visualization of data. Click the Metatron Discovery logo on the upper left to enter your personal workspace.
Let’s begin by clicking the + Workbook button on the bottom right. Enter the name and description for the workbook. The checkbox is marked by default for you to create a dashboard once a workbook is created. A single workbook contains multiple dashboards, and each single dashboard contains multiple charts.
Proceed with creating a dashboard. A dashboard requires a data source for visualization. This data source can be either a single source, or joined data sources. See Create a dashboard for further details. This tutorial uses Sales Report
, ingested previously in Step 1.
Click the + Add data source button for the data source selection popup. Search Sales Report
, or select the Show open data only checkbox and choose from the results.
Finally, enter the Name and Description for the dashboard.
You have created a dashboard in the workbook. Now, you can add widgets to the dashboard.
Let’s proceed to the next step.