Create workbooks

Zilliant data is organized into workbooks and worksheets, similar to spreadsheet applications such as Microsoft Excel or Google Sheets. Workbooks are grouped in folders (the outermost layer of organization in IQ Interface). Each workbook contains one or more worksheets.

Follow these steps to create a workbook and associated new worksheet. After you create the workbook, you can add more worksheets.

From the Manager Dashboard, select New Workbook. Enter information or make a selection, then select Next to proceed through the series of dialogs:

1. Enter values to define the workbook:

   • Workbook title—Specify a unique name for the workbook.
   • Workbook description—Optionally add a description for the workbook.

2. Specify a unique name for your first worksheet.

3. Select how to create a worksheet.
   

   • Import from file—Import a data file to create the worksheet. Follow Steps 4–8 in Create a worksheet from a data file. When you select Finish, the application imports the CSV data into the new data source and creates the workbook and worksheet.
   • Managed datasource—Create a worksheet from the existing database. Follow Steps 4–7 in Create a worksheet from a database. When you select Finish, the application creates the workbook and worksheet.
   • Aggregate—Combine data from an existing worksheet in a new one. Follow Steps 4–7 in Create an aggregate worksheet. When you select Finish, the application creates the workbook and worksheet.
   • Analytics—Create a Tableau analytics worksheet. Follow Steps 4–7 in Create a Tableau analytics worksheet. When you select Finish, the application creates the workbook and worksheet. Then, configure your worksheet.

To open the new workbook, select it in the Manager Dashboard.

From here, you can:

• Define input columns
• Add related columns
• Add calculated columns
• Add KPI cards