Querying on Airbook

Write SQL Queries

To start querying data in Airbook, follow these steps:

1. Use the Slash Command ("/"):

   • In the center section of your Airbook, type the slash command ("/") to bring up the command menu.

   • Select "SQL Query" from the menu to begin writing your query.

2. Select the Data Source and Dataset:

   • Choose the data source you want to query from the list on the right-hand side. This could be any of your connected sources like Google Analytics, HubSpot, etc.

   • After selecting the data source, pick the specific dataset or table you want to query.

3. Assistance with Field Names:

   • As you type your SQL query, Airbook assists by auto-completing field names. This feature helps you write accurate queries faster and reduces errors.

Example Query

Here’s an example of how you might query traffic data from Google Analytics or leads from HubSpot:

sqlCopy codeSELECT * FROM traffic;

This simple query retrieves all data from the traffic table.

Joining Data

For a more comprehensive analysis, you might need to join data from multiple sources. Here’s how you can do that in Airbook:

1. Create Local Data Frames:

   • Use the local data frame feature to join datasets from different sources like Google Analytics and HubSpot.

   • This allows you to perform cross-functional analysis within a single query.

2. Example SQL Join:

sqlCopy codeSELECT
    traffic.date,
    SUM(traffic.users) AS visits,
    COUNT(DISTINCT leads.email) AS leads_generated
FROM traffic
INNER JOIN leads ON traffic.date = leads.created_date
GROUP BY traffic.date;

This query joins traffic data with lead data, providing a month-on-month breakdown of visitors and leads generated.

Building Visualizations

Create Charts

Visualizing your data is straightforward with Airbook’s chart block. Here’s how you can create various types of charts:

1. Use the Chart Block:

   • Insert a chart block by using the slash command ("/") and selecting "Chart".

   • This opens a configuration window where you can start building your chart.

2. Select the Dataset:

   • Choose the dataset you want to visualize from the list of available datasets.

   • Configure your chart by selecting the appropriate fields. For example, you can set the x-axis to date and the y-axis to total visitors.

Customize Charts

Make your charts more informative and visually appealing with these customization options:

1. Customize Colors and Styles:

   • Adjust the colors of your chart to match your presentation or brand guidelines.

   • Apply different styles to enhance readability and visual appeal.

2. Use Combo Charts:

   • Combine different chart types for better visualization. For example, you can use bars to show total visitors and lines to represent new visitors in the same chart.

Dashboard Creation

Present your analyses effectively using Airbook’s dashboard module:

1. Use the Dashboard Module:

   • Create dashboards to combine your text, charts, and tables.

   • Organize your analyses into a cohesive presentation that can be easily shared and understood by stakeholders.

Collaborating and Sharing

Collaboration Features

Airbook supports robust collaboration features to ensure smooth teamwork:

1. Roles and Permissions:

   • Assign specific roles to team members to manage access and functionality.

     • Admin: Full access to manage connections, queries, and visualizations.

     • Analyst: Can create and edit queries and visualizations.

     • Editor: Can add context and build charts but cannot modify queries.

     • Viewer: Can view the final reports and dashboards but cannot make any changes.

2. Real-Time Collaboration:

   • Share Airbooks with your team for collaborative analysis.

   • Use comments and annotations to communicate insights and feedback within the Airbook.

   • Collaborate in real-time, ensuring everyone is on the same page and can contribute to the analysis process.

By following these steps, you can efficiently query, analyze, and visualize your data in Airbook while collaborating seamlessly with your team.