The Analyse data section is your home for finding, organising, and creating workbooks. When you open this section, you'll see your recently visited workbooks, browse through available folders, and access your favourites—all from a single view.
The Analyse data home page
When you click Analyse Data in the left sidebar, you arrive at the home page. This page is organised into several sections that help you quickly find what you need.
Recently visited
At the top of the page, the Recently visited section displays the last five workbooks you opened. Each workbook appears as a card showing its name, making it easy to pick up where you left off. Click any card to open that workbook.
All workbooks
Below your recent workbooks, the All workbooks section lists the three main areas where workbooks are stored:
Workspace | What it contains | Who can view | Who can edit |
My Documents | Your personal workbooks and folders | Only you | Only you |
[Account name] Documents | Workbooks shared across your organisation | All users in your account | All users in your account |
AQ Workbooks | Pre-built workbooks provided by Altruistiq | All users in your account | Cannot be edited directly—save a copy first |
Click any workspace to browse the folders and workbooks inside it.
My favourites
The My favourites section shows workbooks you've marked as favourites. This gives you quick access to the workbooks you use most often, regardless of which workspace they're stored in. The table displays each workbook's name, last updated date, and owner.
Custom reports
The Custom reports section is where you can store files such as Excel spreadsheets and PDFs. Click Upload file to add a report. If no reports have been uploaded, you'll see an empty state message.
To upload custom reports, your role must have the Can upload custom reports permission. This permission is available to roles on Lite or Pro seats.
Working with folders
Folders help you organise workbooks within My Documents and your account's shared workspace. You can nest folders up to five levels deep, giving you flexibility to create a structure that matches how your team works.
Create a new folder
Navigate to My Documents or your account's shared workspace.
Click the Create button in the top right corner.
Select Folder from the dropdown menu.
Enter a name for your folder.
Click Create to save.
Your new folder appears in the list alongside any existing folders and workbooks. You need the Create and edit workbooks permission to create folders.
Rename a folder
Find the folder you want to rename.
Click the three-dot menu (⋮) on the right side of that row.
Select Rename.
Enter the new name and confirm.
Move a workbook to a different folder
Find the workbook you want to move.
Click the three-dot menu (⋮) on the right side of that row.
Select Move to....
Choose the destination folder.
Confirm the move.
Delete a folder
Folders can only be deleted when they're empty. Move or delete any workbooks inside the folder first, then:
Click the three-dot menu (⋮) on the folder row.
Select Delete.
Confirm the deletion.
Using favourites
Favourites let you bookmark workbooks you access frequently. Favourited workbooks appear in the My favourites section on the Analyse data home page, so you can reach them without navigating through folders.
Add a workbook to favourites
You can favourite a workbook from two places:
From a folder view:
Find the workbook in the list.
Click the three-dot menu (⋮) on that row.
Select Add to Favourites.
From inside an open workbook:
Click the three-dot menu (⋮) in the top right corner of the workbook.
Select Add to Favourites.
The workbook now appears in your My favourites section on the home page.
Remove a workbook from favourites
Follow the same steps as adding a favourite. The menu option displays Remove from Favourites for workbooks already in your favourites.
Creating new workbooks
You have two ways to create a workbook, depending on your starting point.
Create a blank workbook
Use this approach when you want to build something from scratch:
Navigate to My Documents or your account's shared workspace.
Click the Create button in the top right corner.
Select Workbook from the dropdown menu.
A new blank workbook opens. From here, you can add data elements by pulling in a data model—see What is a workbook for more on how workbooks connect to data.
Copy an AQ Workbook
Altruistiq provides pre-built workbooks in the AQ Workbooks area. These are templates you can copy and customise for your own use:
Navigate to AQ Workbooks from the All workbooks section.
Open the workbook you want to use as a starting point.
Click Save as in the bottom right corner.
Choose a destination folder in My Documents or your account's shared workspace.
Give your copy a name and save.
Your copy opens automatically. You can now edit it freely—changes won't affect the original AQ Workbook.
Navigating between locations
As you move through folders and workbooks, a breadcrumb trail appears at the top of the page showing your current location. For example: Analyse Data / DemoCo / My Folder. Click any part of the breadcrumb to jump back to that level.
Quick reference
Task | How to do it |
Open Analyse data | Click Analyse Data in the left sidebar |
Find a recent workbook | Check the Recently visited section at the top of the home page |
Browse workbooks | Click a workspace in All workbooks, then navigate through folders |
Create a folder | Create → Folder (from within My Documents or shared workspace) |
Create a blank workbook | Create → Workbook (from within My Documents or shared workspace) |
Copy an AQ Workbook | Open the workbook → Save as → choose destination |
Favourite a workbook | Three-dot menu (⋮) → Add to Favourites |
Move a workbook | Three-dot menu (⋮) → Move to... |
Rename a folder or workbook | Three-dot menu (⋮) → Rename |
What's next
Now that you know how to find and organise workbooks, learn how to work inside them. See Navigating workbooks for a guide to the workbook interface, or What is a workbook to understand how workbooks, pages, and elements fit together.