stacks Databooks Overview

inventory_2 What is a Databook

Databooks hold the tables that support operational reporting. Each table can include typed columns, validation rules, generated IDs, permissions, version history, and relationships to other tables.

fact_check When to Use Databooks

• Reference Data: Manage cost centers, GL mappings, customer attributes, or other shared business dimensions in one controlled place.
• Configuration Data: Store thresholds, business rules, lists, and mappings that change over time but still require validation and auditability.
• Manual Input: Capture budgets, overrides, adjustments, and other data that cannot be sourced directly from an external system.
• Hierarchies: Model organizational structures, chart of accounts, geography trees, and other ordered business groupings.

Read the detailed guide on when to use Databooks.

widgets Core Databook Capabilities

extension More Databook Features

• Security & Permissions: Assign Viewer, Editor, or Owner access at the right level for each databook. Databooks also support row-level security so users only see the rows they are allowed to work with.
• Cross-Databook Lookups: Use lookup columns to reference data from other Databooks. This helps you keep master lists consistent across business processes.
• Change Tracking & Lineage: Track version history automatically and understand both upstream sources and downstream report dependencies before you push a change.