Notebooks

Write queries and build charts in one scrolling document, add notes between them, then pin the charts to any dashboard in Orcabase.

A notebook is one scrolling document for working through an analysis: SQL cells with their results and charts right underneath, and text cells for headings and notes. When a chart is ready, pin it to any dashboard without leaving the page.

Build a notebook

  1. Create it

    Go to Notebooks then New notebook. Click the title to name it.

  2. Add a SQL cell

    Click SQL cell. Each cell has its own data source (pick it in the cell’s header), its own SQL and its own result. Run it with Run.

  3. Chart the result

    Click Set chart under a result to add a chart, built from that cell’s columns. Edit chart changes it later.

  4. Add notes

    Click Text cell for a heading or a few lines of explanation between charts.

  5. Pin charts to dashboards

    Click Add to dashboard on a chart and pick a dashboard. You can pin the same chart to several dashboards, then move and resize it there.

Hover over a cell to show Move up, Move down and Delete cell.

How cells work

  • Each SQL cell is a saved query, so it also appears on the Queries page, and its chart can go anywhere a query’s chart can.
  • Cells run one at a time, each against its own data source. A cell can’t read another cell’s result.
  • Notebooks are for one person at a time: two people editing the same notebook at once can overwrite each other.

Deleting a cell deletes its query

Because each SQL cell is a query, deleting the cell (or the whole notebook) deletes those queries everywhere, and their charts disappear from every dashboard they’re pinned to. Keep the cells behind charts you still use.

Notebooks or dashboards?

Use a notebook to work something out: try queries, compare charts, write down what you found. Use a dashboard for the numbers people check again and again. Most dashboards start life as a notebook.

Something unclear or missing? Troubleshooting covers the common errors, or message us.

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