Navigating a canvas
A canvas is a real-time, collaborative workspace for you and your team to import, analyze, and share data. 💡
On the projects page, you can find all canvases that your team has created as well as your own private canvases. Select the
+icon in the grid to create a new canvas from the projects page.
In the primary navigation menu, you can (from left to right):
- Toggle to cursor mode
- Add text
- Add a comment
- Import data
- Name the canvas
- View who is active on the same canvas
- Share the canvas with teammates
- Refresh data in the canvas
cursoricon to select tables, text, and charts on the canvas.
To label items on your canvas, click on the
texticon in the top canvas navbar and then click in the canvas where you’d like to place text. You can format, re-size, and even specify formulas and functions that reference other tables on the canvas.
To collaborate with your teammates in a canvas, select the
commenticon. To notify a specific teammate, select the
@key to select existing teammates or enter an email address to invite new teammates to sign up and view your comment. Learn more
Select the existing name and begin typing to edit the name of the canvas.
Once you share your canvas with your teammates, hover on these icons to view who is actively looking at the canvas at the same time.
Once you're ready to share your insights with the team, select
shareto invite your teammates and control what actions they can take.
All data in your canvas will update every 15 minutes. Select the
refreshicon if you want to see recent changes in your data warehouse or dbt project.