Using Notebooks - ExpertEngine

What are Notebooks?

Notebooks are interactive workspaces for exploring data. Like Jupyter notebooks, they let you:

Run SQL and Python code in cells
Mix queries with markdown notes
Visualize results inline
Save and share your analysis

Creating a Notebook

Go to Notebooks

Click Notebooks in the sidebar

Create New

Click + New Notebook

Name Your Notebook

Give it a meaningful title like “Q1 Sales Analysis”

Working with Cells

Notebooks contain cells that hold your code or text:

Types of Cells

Type	Use For
SQL	Running database queries
Python	Data processing and analysis
Markdown	Notes, headers, explanations

Adding Cells

Click between cells or at the bottom
Click + Add Cell
Choose the cell type

Running Cells

Click the ▶ Run button on a cell
Or press Shift + Enter to run and move to next
Or press Ctrl + Enter to run and stay

SQL Cells

Write SQL queries against your connected databases:

-- Select a connector first
SELECT
    product_name,
    SUM(quantity) as total_sold
FROM orders
GROUP BY product_name
ORDER BY total_sold DESC
LIMIT 10;

Results appear as a table below the cell.

Python Cells

Use Python for advanced analysis:

import pandas as pd
import matplotlib.pyplot as plt

# Previous cell results are available as 'df'
df = _  # Last cell output

# Create visualization
plt.figure(figsize=(10, 6))
plt.bar(df['product_name'], df['total_sold'])
plt.title('Top 10 Products')
plt.xticks(rotation=45)
plt.show()

Markdown Cells

Add documentation with Markdown:

# Q1 Sales Analysis

## Summary

This notebook analyzes sales performance for Q1 2024.

### Key Findings

- Revenue increased 15% vs Q4
- Top category: Electronics

Click Share in the top right
Choose team members or copy a link
Set permissions (view/edit)

Saving Work

Notebooks auto-save as you work
Click Save to save manually
Use Version History to restore previous versions

Keyboard Shortcuts

Shortcut	Action
`Shift + Enter`	Run cell, move to next
`Ctrl + Enter`	Run cell, stay in place
`Esc`	Exit edit mode
`Enter`	Enter edit mode
`A`	Insert cell above (in command mode)
`B`	Insert cell below (in command mode)
`DD`	Delete cell (in command mode)

Tips

Start with SQL

Fetch data first, then process with Python

Use Markdown Liberally

Document your thought process

Name Variables Clearly

Makes sharing easier for teammates

Break Into Small Cells

Easier to debug and re-run sections

​What are Notebooks?

​Creating a Notebook

​Working with Cells

​Types of Cells

​Adding Cells

​Running Cells

​SQL Cells

​Python Cells

​Markdown Cells

​Sharing Notebooks

​Saving Work

​Keyboard Shortcuts

​Tips