1. Create a Workspace

Workspaces are where you can securely create and share data and notebooks with other members of the workspace. You must create a workspace to connect your own data to Count.

When you create your user account you will be prompted to create a workspace. Once you have created one, you can invite anyone to join you so you can start collaborating!

2. Create a Project

After creating a workspace, you can create a project.

Projects are designed to help you keep your workspace tidy. A project contains notebooks, data, and members of your workspace. Projects are a really powerful way to manage permissions across your team or organize your analysis.

3. Connect your Data

Once you've created your project, you can add your data. You have the choice of connecting to your SQL database, 3rd party platforms like Airtable, or uploading a CSV file.

Once you add your data, your teammates in your project will be able to view and query it (if they have the right access).

Connecting your SQL database

To connect to a data source, you'll need to create an integration. This is where you can specify your:

  • connection details,
  • the tables to import,
  • how frequently the data will refresh

You can read more about how to connect your data here.

Defining your Schema

Once you have your data in your project you can optionally specify a schema. Schemas make analysis really quick by allowing you to pre-define how tables should join in notebooks.

Read more about defining your schema here.

4. Invite your Team

The easiest way to share data and analysis with others is to invite them into the workspace.

Click on the Settings and Members button in your Workspace to invite your team.

Learn more about permissions and settings here.

5. Create a Notebook

Notebooks are the heart of the Count platform. From a notebook, you can transform, analyze, and present your data all in one place.

Check out our gallery to see what's possible in the Count notebook!

Query and Visualise Your Data

You can query any of the data in your project, or any existing cell in the notebook. This means you can build a query that joins a database table, with a CSV file and an Airtable table, or build very complex queries by linking the results of various cells together.

To query your data, you'll need to add a cell by typing // or clicking the "Add cell" button at the bottom of the notebook.

To query the data you can either use:

  1. SQL (more info here)
  2. Notebook SQL (more info here)
  3. Drag-and-Drop (more info here)

You can start with drag and drop and convert to SQL, but you cannot yet convert from SQL or Notebook SQL to Drag and Drop.

To visualize the results of a query, select the Visual output option. Expand the cell to customize the query.

You can read more about the custom visualization options available here.

Annotate your Notebook

You can bring your cursor to any place in the notebook and start typing notes or annotations to help others understand your work, add context, or just to add notes for yourself.

Highlight any text to see the formatting options:

6. Share your Notebook

Now that you've built your notebook, you're ready to share it with other members of the team.

Click the Publish button to share the notebook with the project.

Upon publishing the notebook, you'll be asked if you want to create Views or Alerts.

Views allow you to save the outputs of a cell as another table that can be used by other notebooks. Whenever the base data is updated, so is the view.

You can learn more about views here.

Cells with alerts will send you an email notification when the data changes.

You can learn more about alerts here.

Once your notebook is published other users in the project can view, fork, and edit the notebook depending on the permissions settings in the project.

Sharing outside your Workspace

If you want to share your notebook with someone outside of your workspace, you can click the Share button in the published notebook and select "Share on the web". Now anyone with a link to that notebook will be able to see a read-only view of the notebook.

Learn more about sharing notebooks here.

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