Building a Workspace

Workspaces in serve as customised dashboards, allowing users to organise and access their most relevant insights in a structured and logical manner. A workspace is essentially a collection of insights grouped into a unified view, making it easier for users to track key metrics and data trends in one place.

Prebuilt Workspaces

Prebuilt Workspaces are ready-made templates that can be imported into a user’s account to quickly set up insights and dashboards. Prebuilt workspaces, once imported, can be customised according to the users requirements. These templates provide a structured starting point, eliminating the need to build insights from scratch.

When viewing Prebuilt Workspaces, the displayed data consists of dummy data for demonstration purposes. However, once a user imports a workspace, all insights within it will automatically reflect the user's actual data, ensuring a personalised and accurate analytical experience.

✅ Suggested read: Prebuilt Workspaces

Building a Workspace from Scratch

Creating a custom Workspace allows users to organise and visualise insights in a structured and meaningful way. Follow these steps to build a workspace tailored to your analytical needs.

Step-by-Step Guide to Creating a Workspace

1. Access the Workspaces Section

   • Navigate to Workspaces from the main menu.

2. Create a New Workspace

   • Click on the + icon at the top-right of the screen.
   • Assign a name to your workspace.

3. Enter Edit Mode

   • Click on the pencil icon in the top-right corner to start editing.

4. Add Insights to Your Workspace

   • Click on the + icon to begin adding insights.
   • A list of available insights will be displayed.
   • Use the search bar to filter specific insights.
   • Filtering options include:
     • All – Displays all insights.
     • Owned – Shows insights created by the user.
     • Imported – Lists insights that were imported as part of a workspace.
     • Shared – Displays insights shared by other users.

5. Adding an Existing Insight

   • Select an insight and drag it into the main workspace area.
   • Hover over the corner of the insight box to resize as needed.
   • Drag the box into the desired position within the workspace.

6. Creating a New Insight

   • Drag the "Add New" box into the main workspace area.
   • Write a natural language query, choose an appropriate visualisation, and save the insight.
   • For more details on creating insights, refer to Writing your First Queries.
   • Once saved, you will be automatically redirected to the main workspace.

7. Final Adjustments

   • Drag and resize the insight boxes as needed.
   • Click the checkmark to exit Edit Mode, then select the save icon to apply and retain the changes permanently.
   • Repeat the process to add more insights and customise the workspace layout.

Best Practices for Organising Workspaces

• • Group related insights together for a more efficient analysis.
  • Keep frequently accessed insights in a single workspace to streamline workflows.
  • Use appropriate visualisations to enhance data interpretation.
  • Mark your favourite workspaces by clicking on the star icon and saving.

By following these steps, users can create well-structured, insightful workspaces that improve data analysis and decision-making.