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68 changes: 68 additions & 0 deletions docs-mintlify/docs/explore-analyze/workbooks/index.mdx
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Expand Up @@ -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.

<Steps>
<Step title="Open deployment settings">
Go to **Settings → Configuration** for your deployment.
</Step>
<Step title="Choose the available tabs and default group">
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.
</Step>
</Steps>

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:
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