Workbooks are Aleph-powered spreadsheets that live in the web app, enabling fast collaboration across teams. You can create a new Workbook by uploading a spreadsheet that you would like to make available online. All Aleph features (Explore, Aleph function, Connect, Drilldown, etc.) work in Workbooks the same way that they do in spreadsheets. You can easily share a Workbook with other users via a link, eliminating the need for a spreadsheet.

This feature is especially useful for preparing daily reports that update automatically or to collect input from other team members.

How to create a workbook

1. Create a report in Excel

2. Save the file

3. Go to https://app.getaleph.com/workbooks

4. Click on "Add Workbook"

5. Upload your saved Excel File

Not everyone in your organization is going to be Excel savvy or will have the time to install the Aleph add-in. The Workbooks feature makes it easy to share reports with colleagues and C-suite members. Team members can leverage workbooks for decision-making by just sharing a link. Here's an example:

Generate a Workbook Automation

If you have an Explore or a Connect in your workbook that pulls data, you can generate an automation so it upates any time that your integration updates. To do so:

1. In the workbook, click on "Add"

2. Select "Automation"

3. Name your automation

4. Define the Trigger (e.g., When a table updates) and click "Apply"

5. Select the Action (e.g., Push, Pull) and click "Apply"

6. Click on Save