Workspace Overview
Context
The Workspace is where users save, organize, and analyze insights using Workbooks and Canvases. It enables collaborative analytics, custom visualization, and applied functions—all within a structured environment designed for insight iteration and reuse.
Workbooks act as containers for insights. Each insight added creates a new canvas—a dynamic visualization tile where users can apply tools, functions, and compare data over time.
Workspaces support:
- Team collaboration
- Time-series analysis
- Function layering (e.g., YoY, panel debias)
- Export and sharing
Key Components
Workbooks
- Group insights by topic, initiative, or workflow
- Saved in your Workspace for persistent access
- Support rename, delete, share, copy, and PDF export
Canvases
- Each insight creates its own canvas by default
- Visual interface to manipulate time-series data
- Canvas names can be edited and moved between workbooks
- Actions: duplicate, hide, delete, or transform insights
Insights
- Represent metrics such as card spend, visits, or registrations
- Can be filtered before being added to a workbook
- Support chart-level tools and data functions
Left Sidebar
- Workbooks: Full list of your saved books
- Cohorts: Predefined segments to apply filters (e.g., geography, brand groupings)
- Tools: Modify chart type or Y-axis
- Functions: Apply statistical or comparative transformations
Collaboration Features
- Share workbooks with team members
- Copy insights or canvases across workbooks
- Download as PDF for offline reporting
Expected Outcome
Workspace enables structured analysis and team collaboration by combining insights into saved, visual, and functional workbooks.