Creating your first canvas

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.
Importing data
To start importing data, open the sidebar on the right. Here, you can view data from your warehouse as well as your dbt project. 
To understand more about the data before importing, click on any of the items. Here you'll see the description of the table as provided by your data team, as well as the columns in the table and their descriptions.
Once you find the table you're looking for, drag and drop it onto the canvas to start exploring it.
Exploring data
Now you can explore the data in multiple ways:
Sorting
You can sort columns by right-clicking a table header.
Sorting actions will apply for others viewing the table at the same time.
Filtering 
You can filter a column by any value or condition by right-clicking a table header.
Once saved, filters will apply for others viewing the table at the same time.
Writing formulas
You can use Canvas to write familiar spreadsheet formulas over live data.
You can add new columns to write any spreadsheet formula. Left or right click on the table header and select Add Formula Column to add a new column. 

Enter the formula in the formula bar at the top of the canvas.
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You can also write formulas in text fields by selecting = "tableName"
Writing SQL
Every table action is generated as SQL so data teams can easily import, inspect, and export SQL queries. Even better, nearly every SQL action is converted into a table action for faster collaboration between data and business teams. 
To inspect and edit a table via SQL, select the sql icon in the navigation bar. 
Joining data
If you need to combine data from different tables, Canvas will do the heavy lifting for you by automatically joining the data together. 
Select the join icon to combine rows from two or more tables, based on a related column between them.
Select which tables you would like to join. 
Preview which type of join you would like to perform from the available options and save.
Hiding columns
If you do not want a column visible to anyone on the canvas by default, you can hide a column. The <> icon indicates hidden columns in the header. You can display hidden columns by selecting the icon.
Pivoting data
You can use pivot tables to aggregate data for quick insights. You just need to build the pivot once and watch the data update in real-time. 🔮
To summarize data as a pivot table, highlight the table by clicking the upper-left of the table. Then select the pivot icon in the navigation bar.
A blank pivot table will display on the canvas, while a menu will appear to configure the pivot table.
Drag a single source field or multiple source fields into a panel below to visualize data as a row, column, or value.
For Rows or Columns, select the Details icon and select the sort order to sort a row or column source field.
For Values, select the Details icon to summarize a value by any of the following:
Count Unique
Count
Sum
Average
Minimum
Maximum
Visualizing data
You can visualize any data as a chart that will quickly show your team how your business is trending. 📊
Select the chart icon to visualize a selected table.
Select chart type to configure the chart as a:
Bar
Line
Combo
Pie
Scatterplot
Configure how you want to display the chart: 
Select Stacking to configure how the data should be plotted:
normal stacking stacks the data series on top of each other in order
100% fills the plot area and draws each point of data with a relative percentage to all the points in the same category
Select x-axis to configure which source field appears horizontally in the chart. 
Select series to configure which data series should display in the chart:
If you are configuring a chart based on a pivot, toggle to the pivot menu to configure how you want to summarize a value. 
Select All will display all data points in the table in the chart. 
You can also customize the display name of each axis 

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Next - GETTING STARTED

Onboarding your team

Last modified 6mo ago

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On this page

Importing data

Exploring data

Sorting

Filtering

Writing formulas

Writing SQL

Joining data

Hiding columns

Pivoting data

Visualizing data