1. Review workspace settings
Last updated
Last updated
Before you dive into creating your canvases, there are a few bits of admin it's worth reviewing first. We've listed out these below - in total this should take just a few minutes.
To add data to your workspace, you can choose from any of the following options:
If you want to quickly add viewers to your canvas, you can whitelist your company's email domain. This means you don't have to explicitly invite everyone you want to share a canvas with.
Whitelisting is great to ensure everyone at your company can join your workspace easily, although it's important to be aware whitelisted users join the workspace as "Members" by default.
If you want to upgrade the level of a user's workspace role, ie for your data analysts/engineers, then you'll want to update their roles in the workspace Members section.
In particular, the following settings will become really useful when trying to optimise performance and to reduce query load in your canvases later:
Make sure Disable caching of query results is toggled off
Set up default caching - we'd suggest at least an hour
Connect your database or data warehouse (see the guides )
Upload a CSV file directly in your canvas (see the guide )
We also support LookerML integrations, which you can learn more about .
You can read more about whitelisting and other workspace settings .
To learn more about workspace roles, check out .
You could also set up at this stage too if you like! (Scale plan only)
There are a number of we'd suggest reviewing at this stage, though you can come back at any point and change these later.
Enable using DuckDB on visuals by default - you can find this option in the for your connection
