Page
A page is a document and dashboard you build by arranging charts, tables, and text. Visualize data from your workbooks and tables to create shareable reports, and export them to PDF.
What Is a Page?
A page is a visual document made of sections arranged in a grid layout. Each section can hold a chart, table, text, or number card, making pages ideal for reports and dashboards.
- A workbook is a workspace for editing data cell by cell.
- A table is a dataset for storing and querying data.
- A page is a read-oriented document that presents that data clearly.
Think of it as the presentation and sharing surface for your data, not a place to change the underlying data.
Building Pages Through the Agent
You create and refine pages by telling the agent what you want in plain language.
- Lay out the page: Ask “Put a sales trend chart and a table by region on one screen” and the agent arranges sections in the grid.
- Visualize data: Pull data from a table or workbook and render it as charts and tables.
- Edit and refine: Adjust section by section with requests like “Change the chart from bars to a line” or “Add a summary sentence at the top.”
Pages redraw when their data changes, so they work well as a recurring report format you reuse over time.
Exporting to PDF
Click the Download PDF button at the top of the page to save the current page as a PDF file. This is handy for sharing or archiving reports.
Preventing Accidental Edits with Locking
Once a page is finished, lock it to prevent accidental changes.
- Use the lock button at the top of the page to toggle locked/unlocked.
- A locked page cannot be modified, not even by the agent. Unlock it first to make changes.
Lock dashboards you share regularly and finalized reports to keep them safe.
How Pages Differ from Workbooks and Tables
| Aspect | Page | Workbook | Table |
|---|---|---|---|
| Purpose | Presenting (reports, dashboards) | Editing, calculation | Storing, querying data |
| Form | Grid of charts, tables, text | Spreadsheet | SQL dataset |
| Main use | Visualization, sharing | Cell editing, formatting | Querying, aggregation |
| Export | Excel, CSV | CSV, workbook |
A page is the final step that pulls in data from your workbooks and tables to present it. Refine your data in workbooks and tables, then share the results as a page.