Go to Astrato
All Collections
Workbooks
Creating a Workbook

Creating a Workbook

Create an Astrato workbook in a few simple steps
Ameena Ahsan Pirbhai avatar
Written by Ameena Ahsan Pirbhai
Updated over a week ago

Introduction

This article shows you how to create an Astrato workbook.

Astrato Workbooks | New Data Source | Existing Data Source | Create Workbook | Data View Editor | Workbook Properties | Workbooks Articles

Astrato Workbooks

If you want to create an Astrato workbook, you need to open the Workbooks page in the workspace (Figure 1). You can see the Create Workbook button in the right corner of the screen.

Figure 1: Workbooks

Back to Top

New Data Source

If you want to create a workbook using a new data source, follow these instructions (Figure 2).

  • Click Create Workbook to open the data view page.

  • Click New Data View to open the data source list.

  • Click New Data Source in the right corner of the data source page.

  • When the data source connection screen opens, choose a connection type.

  • Follow the instructions in either the Snowflake setup guide or Google Sheets setup guide to set up your data source.

Figure 2: New Data Source

When you've created the data source the Create Workbook page should open.

Back to Top

Existing Data Source

If you want to use an existing data source to create a workbook, follow these instructions (Figure 3).

  • Click Create Workbook to open the data view page.

  • Choose a data view from the list.

When you've chosen your data view, the Create Workbook page should open.

Figure 3: Existing Data Source

Back to Top

Create Workbook

In the Create Workbook page (Figure 4), you can edit the workbook name and choose a sheet layout, then click Create to complete the process and open the workbook editor.

Figure 4: Create Workbook

Back to Top

Data View Editor

In the workbook editor, you can open the data view editor by clicking the data view name in the top left of the screen (Figure 5). When you're in the data view editor, click Back to Workbook to open the workbook editor again.

Figure 5: Data View Editor

You can find instructions on managing a data view in our Data View Editor article.

Back to Top

Workbook Settings

You can also make changes to your workbook settings by clicking the icons beside the workbook name in the top left of the screen (Figure 6) - either to edit the workbook name or open the workbook settings screen to add a description and a cover image.

Figure 6: Workbook Settings

Back to Top

Workbooks Articles

You can find more articles about Astrato Workbooks in the workbooks collection at the Astrato Help Center.

Back to Top

Did this answer your question?