Skip to main content
Workbooks allow you to build reports and explore data with AI agents, organize the results of your analysis, and share trusted insights with your team.

​
Tabs

Workbooks can contain one or more tabs, each providing a different way to query and analyze your data. Tabs enable you to organize multiple analyses within a single workbook, making it easy to explore different aspects of your data or combine insights from different sources.

​
Tab types

Workbooks support two types of tabs, each designed for different querying approaches:

​
Semantic Query

Semantic Query tabs allow you to query your data model through the semantic layer. This ensures all queries use consistent metrics, respect access control policies, and benefit from pre-aggregations for fast performance. You can query the semantic layer in three ways:
  • Point and click – Use the intuitive interface to select measures and dimensions, build visualizations, and explore your data interactively
  • AI agent – Ask the AI agent to build queries and visualizations based on natural language questions
  • Semantic SQL – Write Semantic SQL queries manually to have full control over your queries while still leveraging the semantic layer

​
Source SQL Query

Source SQL Query tabs allow you to query your connected data sources directly, bypassing the semantic layer. This gives you direct access to your raw data and enables deeper exploration beyond what’s defined in your data model. You can query source SQL in two ways:
  • Write SQL manually – Write standard SQL queries directly against your data source for maximum flexibility
  • Ask AI – Use the AI agent to help you research your data source, build SQL queries, and refine results in real-time

​
Copying and pasting tabs

You can copy a tab from one workbook and paste it into another workbook using the clipboard.

​
Copying a tab

Open the tab options menu (the chevron on the tab in the footer) and select Copy to Clipboard. The tab’s query, chart configuration, and settings are serialized and written to your system clipboard.

​
Pasting a tab

Navigate to the target workbook and press Cmd+V (macOS) or Ctrl+V (Windows/Linux) while the workbook is focused. A new tab will be created with the query and configuration from the clipboard.
Paste only works via the keyboard shortcut. Make sure the focus is not inside a text input—otherwise the browser’s default paste behavior will take precedence.
You can also copy an exploration from Explore and paste it as a new tab in any workbook using the same workflow.

​
Duplicating workbooks

You can duplicate a workbook by selecting Duplicate from the row actions menu on the workspace page. This creates a full copy of the workbook, including all its tabs, reports, and any published dashboard.

​
Workbook versions

When you publish a dashboard from a workbook, Cube automatically creates a version snapshot. Each time you publish, a new version is recorded so you can track changes to your dashboard over time.

​
Restoring a version

You can restore the state of your workbook from any previously published dashboard version. Restoring a version rebuilds the workbook with the charts and configuration from that published snapshot.
Restoring a version replaces all existing tabs in the workbook with the tabs from the selected version. Any current work in the workbook that has not been published will be lost.