Data Workbooks, also called “Workbooks,” are where raw data is housed within CaptivateIQ and where Admins can configure preliminary calculations necessary to clean and prepare the data for later use in the Calculation Workbooks of specific plans. Workbooks are comprised at the most basic level of Raw data worksheets that can be populated via manual CSV uploads, data connectors and the API.

Data workbooks can contain one or many worksheets which can either be Raw worksheets or Derived worksheets. Only Raw worksheets are accessible via the API.