This article will help you:
Notebooks help you explain insights to teammates. While dashboards are great for monitoring metrics, notebooks enable you to communicate context and takeaways from analysis that help your team make better-informed product decisions.
Notebooks are documents, composed of markdown-enabled text blocks, pictures, videos, charts, chart takeaways, and summary metrics. Teams use them to:
- Report on performance for new or changed products, features, offers, campaigns, and experiments
- Explain ad hoc analysis, behavioral insights, or trending patterns about engagement, conversion, retention, stickiness, etc.
- Teach each other how to ask and answer questions with data
Before you begin
Notebooks are available to all organizations on the Growth, Enterprise, and Scholarship plans.
Notebooks do not support the BMP Image format, or the Engagement Matrix, Personas, and Pathfinder Users charts.
Create a new notebook
There are two ways to create a new notebook:
- Click the + New button in the left-hand sidebar and select Report. In the modal that opens, click Notebook. Your new untitled notebook will open.
- From inside a chart, click + Add to... Click Create a new notebook to simultaneously create the new notebook and add the chart you're working on to it.
Alternatively, you can also scroll down to the list of existing notebooks and add the chart to one of those.
Edit an existing notebook
To add new content to your notebook, hover over it in the spot you'd like the new content to appear. Click the icon that appears to add a chart, cohort, header, text block, image, or video in that spot.
To edit a chart in your notebook, click the enter edit mode icon.
From there, you can select the type of callout box that appears above the chart (or opt for no callout box at all), add text to that callout, and include metrics from the Metric Trackers drop-down list.
You can also rearrange content in your notebook via the drag-and-drop feature:
Share your notebook
Share your notebook with other stakeholders in your organization by clicking Share in the upper-right corner.
In the Share your analysis modal that appears, enter the names or emails of team members you'd like to share the dashboard with, and decide if they should be a co-owner or a dashboard viewer only. Co-owners will be able to edit the dashboard, where viewers will not.
Use markdown syntax in your notebook
Text blocks in notebooks support rich text formatting via markdown syntax. Markdown is a simple markup language that makes it easy to render plain text in formatted HTML on web pages. For example, to bold a word in markdown, just wrap the word with double asterisks to emphasize it, e.g. **this will be formatted as bold text in a notebook** will appear as bolded text. This table details the most commonly used options, but check out this guide for a complete list of options.
|Bold||__bold text__ or **bold text**||bold text|
|_italicized text_ or *italicized text*||italicized text|
1. first item
2. second item
- unordered item
- unordered item
* unordered item
* unordered item
# Heading level 1
## Heading level 2
### Heading level 3
#### Heading level 4
Heading level 1
Heading level 2
Heading level 3
Heading level 4
|You can put `code into a block`||
code into a block
|[Text for link](https://google.com)||Text for link|
|*** or --- or ___||--------------------------|
Add image via markdown
Notebooks often contain images of A/B test experiment variations, product features, and even charts from data sets in other tools.
You can insert images into a notebook using markdown syntax. To do so, add an exclamation mark, following by alt text in brackets, and the direct URL to the image in parentheses:
![alternative text if the image fails to load](URL)
![Amplitude](https://amplitude.com/web_metadata.png) would show the following image in your notebook:
For Dropbox links, add
?raw=1 at the end of the URL to get the embeddable version.