Workbook API Concepts

This section describes the main concepts in the Workbook API and how to use them to create datasets and workbooks.

Use the following quick reference table for links to topics with more information.

Area	Concepts	Description
Datasets	Columns	Columns represent the record fields in a dataset that you want to include in the dataset query results.
Conditions	Conditions let you filter the dataset query results based on criteria that you specify.
Dataset Linking	You can link two datasets to use data from both datasets in a workbook.
Joins	Datasets often join a root record type with other related record types to use data from the joined record types in a workbook.
Workbooks	Table Views Conditional Formatting Rules Table Columns	Table views let you explore your dataset query results in a simple tabular format.
Pivots Data Dimensions Data Measures and Calculated Measures Expressions Pivot Axes Styles Selectors	Pivots let you analyze different subsets of your dataset query results using advanced analytical features.

Area

Concepts

Description

Columns represent the record fields in a dataset that you want to include in the dataset query results.

Conditions let you filter the dataset query results based on criteria that you specify.

You can link two datasets to use data from both datasets in a workbook.

Datasets often join a root record type with other related record types to use data from the joined record types in a workbook.

Table views let you explore your dataset query results in a simple tabular format.

Pivots let you analyze different subsets of your dataset query results using advanced analytical features.