diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx index 3a2e3b6337ca5..2f193ff408370 100644 --- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx +++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx @@ -10,6 +10,74 @@ analysis, and share trusted insights with your team. Workbooks can contain one or more tabs, each providing a different way to query and analyze your data. Tabs enable you to organize multiple analyses within a single workbook, making it easy to explore different aspects of your data or combine insights from different sources. +## New tab page + +When you open [Explore](/docs/explore-analyze/explore) or add a new tab in a workbook, Cube shows +the **new tab page** — a single launchpad for starting a report. From here you can search across +your data model, browse starting points by type, or jump straight to pasting a query, asking an AI +agent, or uploading a file. + +### Searching and browsing + +A search box sits at the top of the launchpad. Typing filters every category at once, and the +count next to each category updates to the number of matches. + +The category selector lets you switch between starting-point types: + +- **View groups** — browse [view groups](/docs/data-modeling/view-groups) as folders. Drilling + into a group reveals its sub-groups and views. +- **Views** — every [view](/docs/data-modeling/views) in the model. Search also matches a view's + measures and dimensions; when a view matches through a member, the row notes which one. +- **Workbooks** — existing workbooks you can open as a starting point. +- **Certified queries** — trusted, pre-approved queries (see + [Certified queries](/admin/ai/certified-queries)). +- **Source tables** — raw tables from your connected + [data sources](/admin/connect-to-data/data-sources/index), browsable by data source and schema. + +Click through the list to drill down to an individual view, report, or table. Once you reach a +starting point, the data model sidebar activates so you can continue building your query there. + +### Starting from a pasted query, an agent, or a file + +The launchpad also offers shortcuts at the bottom: + +- **Paste semantic SQL query** — opens the SQL panel so you can paste a semantic SQL query. The + dropdown adds **Paste source SQL query** (raw data-source SQL), **Paste JSON query** (a + [REST API query](/reference/core-data-apis/rest-api/query-format)), and **Paste GraphQL query** (a + [GraphQL API query](/reference/core-data-apis/graphql-api)) — the JSON and GraphQL queries are + converted to a semantic query for you. +- **Ask Cube agent** — opens the chat sidebar so you can describe the report you want in natural + language. +- **Upload file** — opens the file upload flow. + +### Configuring the launchpad + +Administrators can tailor the launchpad per deployment under **Settings → Configuration**, in the +**Workbooks and Explore** section. Two settings are available. + +**Available tabs** — choose which categories appear on the launchpad. **View groups** and **Views** +are always shown and cannot be turned off; **Workbooks**, **Certified queries**, and **Source +tables** can each be enabled or disabled to simplify the starting points your users see. + +**Default view group** — set a default view group so the launchpad opens inside a specific +top-level view group instead of listing all of them, useful for steering users toward a curated set +of governed starting points. + + + + Go to **Settings → Configuration** for your deployment. + + + In the **Workbooks and Explore** section, select the tabs to show and, optionally, enter the + **name** of the view group the launchpad should open inside. Leave the group empty to show all + view groups. Save your changes. + + + +When a default view group is set, new Explore and workbook tabs open inside that group. You can +still navigate up to **All view groups** to browse everything. If the configured group no longer +exists, the launchpad falls back to showing all categories. + ## Tab types Workbooks support two types of tabs, each designed for different querying approaches: