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docs: document the new tab page launchpad #11139
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docs: document the new tab page launchpad and default view group sett…
igorlukanin 6738bff
docs: document the new tab page launchpad and its settings
igorlukanin 5c9f62a
docs: address review — add workbooks/data-sources/REST/GraphQL links,…
igorlukanin 0622414
docs: use Explore (not Explorer) and link to the Explore page
igorlukanin 8431200
docs: fold new tab page into workbooks page between Tabs and Tab type…
igorlukanin f99dd36
docs: add New tab page section to workbooks page and drop its nav entry
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| title: New tab page | ||
| description: The launchpad shown when you open an Explorer or a new workbook tab — search and browse view groups, views, workbooks, certified queries, and source tables to start a report. | ||
| --- | ||
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| When you open an Explorer or add a new tab in a [workbook](/docs/explore-analyze/workbooks), | ||
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| Cube shows the **new tab page** — a single launchpad for starting a report. From here you can | ||
| search across your data model, browse starting points by type, or jump straight to pasting a | ||
| query, asking an AI agent, or uploading a file. | ||
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| ## Searching and browsing | ||
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| A search box sits at the top of the launchpad. Typing filters every category at once, and the | ||
| count next to each category updates to the number of matches. | ||
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| The category selector lets you switch between starting-point types: | ||
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| - **View groups** — browse [view groups](/docs/data-modeling/view-groups) as folders. Drilling | ||
| into a group reveals its sub-groups and views. | ||
| - **Views** — every [view](/docs/data-modeling/views) in the model. Search also matches a view's | ||
| measures and dimensions; when a view matches through a member, the row notes which one. | ||
| - **Workbooks** — existing [workbooks](/docs/explore-analyze/workbooks) you can open as a starting | ||
| point. | ||
| - **Certified queries** — trusted, pre-approved queries (see | ||
| [Certified queries](/admin/ai/certified-queries)). | ||
| - **Source tables** — raw tables from your connected | ||
| [data sources](/admin/connect-to-data/data-sources/index), browsable by data source and schema. | ||
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| Click through the list to drill down to an individual view, report, or table. Once you reach a | ||
| starting point, the data model sidebar activates so you can continue building your query there. | ||
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| ## Starting from a pasted query, an agent, or a file | ||
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| The launchpad also offers shortcuts at the bottom: | ||
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| - **Paste semantic SQL query** — opens the SQL panel so you can paste a semantic SQL query. The | ||
| dropdown adds **Paste source SQL query** (raw data-source SQL), **Paste JSON query** (a | ||
| [REST API query](/reference/core-data-apis/rest-api/query-format)), and **Paste GraphQL query** (a | ||
| [GraphQL API query](/reference/core-data-apis/graphql-api)) — the JSON and GraphQL queries are | ||
| converted to a semantic query for you. | ||
| - **Ask Cube agent** — opens the chat sidebar so you can describe the report you want in natural | ||
| language. | ||
| - **Upload file** — opens the file upload flow. | ||
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| ## Configuring the launchpad | ||
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| Administrators can tailor the launchpad per deployment under **Settings → Configuration**, in the | ||
| **Workbooks and Explore** section. Two settings are available. | ||
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| ### Available tabs | ||
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| Choose which categories appear on the launchpad. **View groups** and **Views** are always shown | ||
| and cannot be turned off; **Workbooks**, **Certified queries**, and **Source tables** can each be | ||
| enabled or disabled to simplify the starting points your users see. | ||
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| ### Default view group | ||
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| Set a **default view group** so the launchpad opens inside a specific top-level view group instead | ||
| of listing all of them — useful for steering users toward a curated set of governed starting | ||
| points. | ||
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| <Steps> | ||
| <Step title="Open deployment settings"> | ||
| Go to **Settings → Configuration** for your deployment. | ||
| </Step> | ||
| <Step title="Choose the available tabs and default group"> | ||
| In the **Workbooks and Explore** section, select the tabs to show and, optionally, enter the | ||
| **name** of the view group the launchpad should open inside. Leave the group empty to show all | ||
| view groups. Save your changes. | ||
| </Step> | ||
| </Steps> | ||
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| When a default view group is set, new Explorer and workbook tabs open inside that group. You can | ||
| still navigate up to **All view groups** to browse everything. If the configured group no longer | ||
| exists, the launchpad falls back to showing all categories. | ||
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