Creating your first 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.
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.
Now you can explore the data in multiple ways:
You can sort columns by right-clicking a table header.
Sorting actions will apply for others viewing the table at the same time.
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.
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.
You can also write formulas in text fields by selecting
= "tableName"
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. 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.
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.
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
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 stackingstacks the data series on top of each other in order100%fills the plot area and draws each point of data with a relative percentage to all the points in the same category- Select x
-axisto configure which source field appears horizontally in the chart. - Select
seriesto 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 Allwill display all data points in the table in the chart.- You can also customize the display name of each axis
Last modified 10mo ago