From eda521c5ec2cdc73c901862328065ed086a5788c Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Mon, 22 Jun 2026 19:41:42 +0200 Subject: [PATCH 1/8] docs: document the new tab page launchpad and default view group setting (CUB-2304) --- docs-mintlify/docs.json | 1 + .../docs/explore-analyze/new-tab-page.mdx | 70 +++++++++++++++++++ 2 files changed, 71 insertions(+) create mode 100644 docs-mintlify/docs/explore-analyze/new-tab-page.mdx diff --git a/docs-mintlify/docs.json b/docs-mintlify/docs.json index 6353ba0c4f484..45c970589226f 100644 --- a/docs-mintlify/docs.json +++ b/docs-mintlify/docs.json @@ -56,6 +56,7 @@ ] }, "docs/explore-analyze/explore", + "docs/explore-analyze/new-tab-page", { "group": "Charts", "root": "docs/explore-analyze/charts/index", diff --git a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx new file mode 100644 index 0000000000000..bd2eb1ef28993 --- /dev/null +++ b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx @@ -0,0 +1,70 @@ +--- +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. +--- + +When you open an Explorer or add a new tab in a [workbook](/docs/explore-analyze/workbooks), +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. + +## Searching and browsing + +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. + +The category selector lets you switch between starting-point types: + +- **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 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, browsable by data source and + schema. + +A category with no items is shown disabled. The launchpad opens on the first category that has +items. + +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. + +## Starting from a pasted query, an agent, or a file + +The launchpad also offers shortcuts at the bottom: + +- **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**, and + **Paste GraphQL query** — 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. + +## Setting a default view group + +Administrators can configure a **default view group** so the launchpad opens inside a specific +top-level view group instead of listing all of them. This is useful for steering users toward a +curated set of governed starting points. + + + + Go to **Settings → Configuration** for your deployment. + + + Under **New tab page**, enter the name of the view group the launchpad should open inside, then + save. + + + +When a default view group is set, new Explorer and workbook tabs open inside that group. Users 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. + + + +The default view group is a per-deployment Cube Cloud setting — it controls the launchpad +experience only and does not change your data model. + + From 6738bff562af954bf230a90d8e1f5be52622b6aa Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Wed, 24 Jun 2026 09:38:00 +0200 Subject: [PATCH 2/8] docs: document the new tab page launchpad and its settings --- .../docs/explore-analyze/new-tab-page.mdx | 32 +++++++++++++------ 1 file changed, 23 insertions(+), 9 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx index bd2eb1ef28993..7c2ab4c8c9486 100644 --- a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx +++ b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx @@ -30,6 +30,8 @@ items. 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. +Selecting a workbook lists its reports; choosing a report derives that report's query (and chart) +into your new report without navigating away from the new tab. ## Starting from a pasted query, an agent, or a file @@ -42,19 +44,31 @@ The launchpad also offers shortcuts at the bottom: language. - **Upload file** — opens the file upload flow. -## Setting a default view group +## Configuring the launchpad -Administrators can configure a **default view group** so the launchpad opens inside a specific -top-level view group instead of listing all of them. This is useful for steering users toward a -curated set of governed starting points. +Administrators can tailor the launchpad per deployment under **Settings → Configuration**, in the +**Workbooks and Explore** section. Two settings are available. + +### Available tabs + +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. + +### Default view group + +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. Go to **Settings → Configuration** for your deployment. - - Under **New tab page**, enter the name of the view group the launchpad should open inside, then - save. + + 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. @@ -64,7 +78,7 @@ exists, the launchpad falls back to showing all categories. -The default view group is a per-deployment Cube Cloud setting — it controls the launchpad -experience only and does not change your data model. +These are per-deployment Cube Cloud settings — they control the launchpad experience only and do +not change your data model. From 5c9f62a362022316518bba04897b7526a0941660 Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Wed, 24 Jun 2026 12:18:32 +0200 Subject: [PATCH 3/8] =?UTF-8?q?docs:=20address=20review=20=E2=80=94=20add?= =?UTF-8?q?=20workbooks/data-sources/REST/GraphQL=20links,=20drop=20redund?= =?UTF-8?q?ant=20lines,=20fix=20reader=20address?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../docs/explore-analyze/new-tab-page.mdx | 27 +++++++------------ 1 file changed, 9 insertions(+), 18 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx index 7c2ab4c8c9486..806444bf12a92 100644 --- a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx +++ b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx @@ -19,27 +19,25 @@ The category selector lets you switch between starting-point types: 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 you can open as a starting point. +- **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, browsable by data source and - schema. - -A category with no items is shown disabled. The launchpad opens on the first category that has -items. +- **Source tables** — raw tables from your connected + [data sources](/admin/connect-to-data/data-sources/index), browsable by data source and schema. 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. -Selecting a workbook lists its reports; choosing a report derives that report's query (and chart) -into your new report without navigating away from the new tab. ## Starting from a pasted query, an agent, or a file The launchpad also offers shortcuts at the bottom: - **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**, and - **Paste GraphQL query** — the JSON and GraphQL queries are converted to a semantic query for you. + 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. @@ -72,13 +70,6 @@ points. -When a default view group is set, new Explorer and workbook tabs open inside that group. Users can +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. - - - -These are per-deployment Cube Cloud settings — they control the launchpad experience only and do -not change your data model. - - From 06224146310a511f1c9afa0c1454bf83cf4420ee Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Wed, 24 Jun 2026 12:20:47 +0200 Subject: [PATCH 4/8] docs: use Explore (not Explorer) and link to the Explore page --- docs-mintlify/docs/explore-analyze/new-tab-page.mdx | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx index 806444bf12a92..0db1188422966 100644 --- a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx +++ b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx @@ -1,9 +1,10 @@ --- 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. +description: The launchpad shown when you open Explore or a new workbook tab — search and browse view groups, views, workbooks, certified queries, and source tables to start a report. --- -When you open an Explorer or add a new tab in a [workbook](/docs/explore-analyze/workbooks), +When you open [Explore](/docs/explore-analyze/explore) or add a new tab in a +[workbook](/docs/explore-analyze/workbooks), 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. @@ -70,6 +71,6 @@ points. -When a default view group is set, new Explorer and workbook tabs open inside that group. You can +When a default view group is set, new Explore 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. From 843120021dbe7bcd94a8ba65f918eae9a31dc8ca Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Wed, 24 Jun 2026 12:23:06 +0200 Subject: [PATCH 5/8] docs: fold new tab page into workbooks page between Tabs and Tab types; drop standalone page --- .../docs/explore-analyze/new-tab-page.mdx | 76 ------------------- 1 file changed, 76 deletions(-) delete mode 100644 docs-mintlify/docs/explore-analyze/new-tab-page.mdx diff --git a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx b/docs-mintlify/docs/explore-analyze/new-tab-page.mdx deleted file mode 100644 index 0db1188422966..0000000000000 --- a/docs-mintlify/docs/explore-analyze/new-tab-page.mdx +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: New tab page -description: The launchpad shown when you open Explore or a new workbook tab — search and browse view groups, views, workbooks, certified queries, and source tables to start a report. ---- - -When you open [Explore](/docs/explore-analyze/explore) or add a new tab in a -[workbook](/docs/explore-analyze/workbooks), -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. - -## Searching and browsing - -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. - -The category selector lets you switch between starting-point types: - -- **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. - -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. - -## Starting from a pasted query, an agent, or a file - -The launchpad also offers shortcuts at the bottom: - -- **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. - -## Configuring the launchpad - -Administrators can tailor the launchpad per deployment under **Settings → Configuration**, in the -**Workbooks and Explore** section. Two settings are available. - -### Available tabs - -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. - -### Default view group - -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. - - - - Go to **Settings → Configuration** for your deployment. - - - 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. - - - -When a default view group is set, new Explore 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. From f99dd36c1f283ce7b81a8c6afd809e6de2f9a392 Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Wed, 24 Jun 2026 12:23:36 +0200 Subject: [PATCH 6/8] docs: add New tab page section to workbooks page and drop its nav entry --- docs-mintlify/docs.json | 1 - .../docs/explore-analyze/workbooks/index.mdx | 68 +++++++++++++++++++ 2 files changed, 68 insertions(+), 1 deletion(-) diff --git a/docs-mintlify/docs.json b/docs-mintlify/docs.json index 45c970589226f..6353ba0c4f484 100644 --- a/docs-mintlify/docs.json +++ b/docs-mintlify/docs.json @@ -56,7 +56,6 @@ ] }, "docs/explore-analyze/explore", - "docs/explore-analyze/new-tab-page", { "group": "Charts", "root": "docs/explore-analyze/charts/index", diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx index 3a2e3b6337ca5..2f193ff408370 100644 --- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx +++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx @@ -10,6 +10,74 @@ analysis, and share trusted insights with your team. 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. +## New tab page + +When you open [Explore](/docs/explore-analyze/explore) or add a new tab in a workbook, 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. + +### Searching and browsing + +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. + +The category selector lets you switch between starting-point types: + +- **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 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. + +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. + +### Starting from a pasted query, an agent, or a file + +The launchpad also offers shortcuts at the bottom: + +- **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. + +### Configuring the launchpad + +Administrators can tailor the launchpad per deployment under **Settings → Configuration**, in the +**Workbooks and Explore** section. Two settings are available. + +**Available tabs** — 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. + +**Default view group** — 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. + + + + Go to **Settings → Configuration** for your deployment. + + + 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. + + + +When a default view group is set, new Explore 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. + ## Tab types Workbooks support two types of tabs, each designed for different querying approaches: From aa039846aeecbb33eb27f72bc5920f16e43e4f41 Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Fri, 3 Jul 2026 12:31:12 +0200 Subject: [PATCH 7/8] CUB-2304: drop certified queries from the new-tab launchpad docs --- docs-mintlify/docs/explore-analyze/workbooks/index.mdx | 6 ++---- 1 file changed, 2 insertions(+), 4 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx index 2f193ff408370..6ae9ed2c2b5a5 100644 --- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx +++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx @@ -29,8 +29,6 @@ The category selector lets you switch between starting-point types: - **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 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. @@ -56,8 +54,8 @@ Administrators can tailor the launchpad per deployment under **Settings → Conf **Workbooks and Explore** section. Two settings are available. **Available tabs** — 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. +are always shown and cannot be turned off; **Workbooks** and **Source tables** can each be enabled +or disabled to simplify the starting points your users see. **Default view group** — 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 From c4ed00bf9640c8d2d39ed7252709fe6345659d35 Mon Sep 17 00:00:00 2001 From: Igor Lukanin Date: Tue, 7 Jul 2026 18:26:35 +0200 Subject: [PATCH 8/8] docs: update launchpad section for disabled no-match tabs and query-reuse framing --- docs-mintlify/docs/explore-analyze/workbooks/index.mdx | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx index 6ae9ed2c2b5a5..af3ccae67122d 100644 --- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx +++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx @@ -19,8 +19,8 @@ agent, or uploading a file. ### Searching and browsing -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. +A search box sits at the top of the launchpad. Typing filters every category at once; categories +with no matches appear disabled, so you can tell at a glance which ones hold results. The category selector lets you switch between starting-point types: @@ -28,7 +28,9 @@ The category selector lets you switch between starting-point types: 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 you can open as a starting point. +- **Workbooks** — drill into an existing workbook and pick one of its reports to reuse its query + as the starting point for the new report. The workbook you are currently in and empty tabs + (which have no query to reuse) appear disabled. - **Source tables** — raw tables from your connected [data sources](/admin/connect-to-data/data-sources/index), browsable by data source and schema.