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How to create a Compound Workspace
How to create a Compound Workspace

What Compound Workspaces are and how to make them

Jay Langridge avatar
Written by Jay Langridge
Updated over a week ago

Compound Workspaces are a collection of standard workspaces. They can show a holistic view of multiple workspaces, either to provide an overview of a single market or a horizontal view across multiple markets.

Benefits

The ability to have a holistic view allows you to gain a broader oversight of a large dataset that may be spread across multiple workspaces.

Ingredients

  • Access to a Pi Datametrics account

  • Workspace editing privileges

  • A collection of Standard Workspaces already created

Setup

All following steps apply to daily, weekly and monthly standard workspaces.

Access your workspaces from the Data and Setup section of the left-hand navigation:

Click ‘Create a new Workspace’:

From here, select ‘Compound’ Workspace’:

Enter the workspace details. These include:

  • Frequency - from the drop-down choose from daily, weekly, or monthly

  • Workspace name

  • Description (optional)

Click ‘Next’:

Select Data Sources - using the tick boxes, choose which standard workspaces to include in the compound workspace. Click ‘Finish’:

The compound workspace will appear in your workspace list. Note - there are some differences to what information is displayed compared to standard workspaces:

  • No terms or queries totals as compound workspaces are made of multiple standard workspaces

  • No tracking status - tracking is determined by the status of the workspaces included in the compound workspace

  • Actions - the only action is to explore the compound workspace. Pausing is at standard workspace level. Only standard workspaces can be duplicated.

Editing and deleting workspaces

Workspaces can be edited or deleted using the two icons in the workspace overview tab.

Click the cross to delete the workspace. A message prompt will ask you to confirm this before deleting it.

Click the pencil to edit:

From here you can change:

  • Name

  • Description

  • Currency - this converts the currency and values of the market data. Use this to reflect the currency of the workspace's market, your local currency or any other currency.

Click 'Save':

Next Steps

Tools and features in compound workspaces:

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