Navigating a Notebook


The Notebook Editor is where you make your magic happen.

Here you create your reports & analysis or build up your in-house data documentation.

It consists of 4 main parts. These are

This part of the documentation is meant to help you navigate these different elements and give you an introduction to their use-cases as well as different capabilities.

1 - The Editor

1.1 - Going full-size


Left of the Notebook editor, you have the Data and the Document Tab.
They can provide you with helpful information when working on your Analysis or help to navigate around the Notebook but they can also distract you from what matters.
To hide them, click on the small hide-icon above the Document Tab. Click it again to make them reappear.

Go Full-screen any time 

1.2 - Adding a cover image


A difference between Query.me and other Notebook Editors is that you can give your Notebook pages a cover. This can help to make them more interesting to their reader.

Adding a cover image

Change the cover
To change the automatically added cover, simply go to the top of your page and click Change Cover.

In the Unsplash tab, you can pick one of the suggested covers or search for images related to a specific keyword.
You can also randomly generate a new cover by clicking on the 🔄 - icon in the top right of the pop-up.

To link to a specific image of your choice, switch to the link tab of the pop-up and paste the URL into the given input. Hit apply to to confirm your choice.

Adjust the position

To make the part of the image visible that you want to see, move the image with the help of the slider in the pop-up.

Remove the cover

Want to keep a more plain look?
Remove the cover altogether by click on the 🗑️ - icon in the top right of the pop-up.
   

2 - The Document Tab

The Document Tab is where you keep an overview of your notebook content and organize it.
It enables you to

  • distribute your analysis over multiple pages,
  • see what blocks already are on those pages,
  • manage these pages, and
  • to quickly navigate between the pages and to their Charts, Parameters, and Queries.

To see the existing blocks of a page, click on the arrow next to its name.

Click the page drop-down to see its content

2.1 - Managing your notebook's pages


Having your blocks (i.e. your notebook content) distributed over multiple pages can help to keep your analysis structured, clean, and consequently more usable & reader-friendly.

Creating, renaming, and deleting notebook pages

To create a new page, click on the small (+) button at the top of the Document Tab. It will be added below your already existing other pages.

Naming and renaming pages

To name a new page or rename/delete an existing page, hover over it and click on the ... - button on the right. Select 🖊 Edit page name and name the page to your liking in the appearing pop-up.

Reorder pages

To change the order of the pages, hover over the page that you want to change the position of and click on the ... - button on the right. Click Move up or Move down to move it where you want to have it.

Delete pages

To delete a page, hover over it and click on the ... - button on the right. Select Delete page and confirm your choice in the pop-up.

To delete a page, hover over it and select Delete page after clicking on its ... - button on the right.


2.2 - Quick-navigate to Queries, Charts & Parameters


Finding specific queries, charts or parameters can become tough once your notebooks reach a certain size.

To avoid long scrolling and wandering around, Query.me allows you to quick-navigate to the data assets that you search for by simply clicking on them in the Document Tab.
The editor will then scroll them into view automatically.

Searching for and quick-navigating to the wanted query. 

 

3 - The Data Tab

Located left of the Document Tab is the Data Tab.
Tab into it by simply clicking on its name.

The Data Tab makes it easy to find and explore the data that you are looking for - without you ever having to leave the editor for it.

Through it, you can ...

  • Explore available schemas, tables, and databases,
  • Search & Filter for specific data,
  • Preview table content,
  • Create Select * statements for tables and columns in one click and
  • Quickly connect new databases

3.1 - Explore available data


To get an overview of what data you actually have access to in your Notebook, you can explore all your connected databases including their tables and columns from the Data Tab directly.

To do so, click yourself through its dropdown-like interface.

Using the Data Tab to explore DB structures

3.2 - Search for Data


To make it even easier to find specific data, you also have the option to conduct a Keyword Search across all your connected databases. If you like, you can also add a filter to your search if you are looking for a specific type of data.

Search and filter your DB schemas in the Data Tab

3.3 - Preview table content


Once you have found the table or column that you were looking for, you can get a preview of them by clicking on the 👁 - icon next to the table-name. A pop-up will open in which you can scroll through the first 10 rows of the respective table.

Preview a table's content by clicking on its 👁 - icon in the Data Tab

3.4 - Generate Select Statements


Another way to explore a table is of course the classic SELECT * statement.
In Query.me you can automatically generate this statement for any table that you are looking at. Just click on the 📋 - icon next to the table's name (in the Document Tab) and the statement incl. all column names is copied to your clipboard.
You can now easily paste it into a SQL Block of your choice.

Create a SELECT * statement for any table by clicking on its 📋 - icon

3.5 - Connect a new Database


To make it easy for you to connect new databases to your workspace, Query.me allows you to do so directly from the Notebook. Click on the (+) - button at the top right of the Data Tab and you will be directed to the connection menu.

Connect a new database via the (+) button

   

4 - The Toolbar

The toolbar gives you access to some of the most critical features of a notebook, including:

  • naming your notebook,
  • Notebook or page execution,
  • Sharing notebooks, and
  • Searching your workspace

4.1 - Naming your Notebook


When creating a new notebook, it makes sense to give it a unique and recognizable name that you can identify it by at a later point.

Creating and naming a new Notebook

To give it a name, click on the generic name in the top left corner of your notebook and enter the wanted title in the input field. Hit enter to confirm, or reenter the input field any time if you want to change the name again.

4.2 - Executing Notebooks or Single pages


Sometimes it can be handy to rerun all the queries in a notebook at the same time. Example situations for this could be the change of an important parameter value or a scheduled update to make sure that you deal with the latest data.

Click execute 

To do so in Query.me, click on the Execute button at the top right of the toolbar. Confirm whether you want to execute the whole Notebook or just your current page in the appearing dropdown.

4.3 - Sharing Notebooks


Being able to share your work easily is one of the key advantages of Query.me. To find out more about it go to > Sharing & Delivery.

4.4 - Search your Workspace


Another advantage of Query.me is that you can search your complete workspace for notebooks, data assets, or even users at any time, leading you to the information that you need easily.

To search your workspace directly from the notebook, click on the 🔍 - icon on the right of the toolbar.

Search your workspace directly from the editor

   

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