From 2812644fe96d57be4c44ba8aab124133c72f6015 Mon Sep 17 00:00:00 2001
From: Artyom Keydunov <artyom@cube.dev>
Date: Sat, 11 Apr 2026 12:33:28 -0700
Subject: [PATCH] docs: document saving explorations, copy/paste tabs between
 workbooks (#10672)

Add documentation for the copy-to-clipboard and paste feature that
allows users to copy an exploration or workbook tab and paste it as
a new tab in another workbook.

Update the Explore page to document saving explorations (Save, Save as,
rename) and the copy-to-clipboard workflow. Fix the broken video embed
that lost its src during the Mintlify migration.

Made-with: Cursor
---
 .../docs/explore-analyze/explore.mdx          | 55 +++++++++++++++----
 .../docs/explore-analyze/workbooks/index.mdx  | 26 +++++++++
 2 files changed, 69 insertions(+), 12 deletions(-)

diff --git a/docs-mintlify/docs/explore-analyze/explore.mdx b/docs-mintlify/docs/explore-analyze/explore.mdx
index 8e637ed36469f..a8a30acad41c1 100644
--- a/docs-mintlify/docs/explore-analyze/explore.mdx
+++ b/docs-mintlify/docs/explore-analyze/explore.mdx
@@ -3,9 +3,7 @@ title: Explore
 description: Self-serve data exploration from Analytics Chat, dashboards, or any semantic view — governed by your data model, shareable via URL.
 ---
 
-Explore is a quick way to explore data in your semantic layer either by point and click or with an AI agent. Unlike workbooks, Explore doesn't require you to create a workbook—you can start exploring immediately from dashboard, analytics chat or any semantic view.
-
-Explore state is saved to the URL, making it easy to share your exploration with another user. When you're ready to build a more permanent analysis, you can convert your exploration to a [workbook](/docs/explore-analyze/workbooks).
+Explore is a quick way to explore data in your semantic layer either by point and click or with an AI agent. Unlike workbooks, Explore doesn't require you to create a workbook—you can start exploring immediately from a dashboard, Analytics Chat, or any semantic view.
 
 Explore leverages your data model definitions, ensuring that all queries use consistent metrics, respect access control policies, and benefit from pre-aggregations for fast performance.
 
@@ -17,14 +15,14 @@ You can start exploring from three places in Cube:
 
 When the AI agent returns a query result in Analytics Chat, click **Explore** to open that result in an exploration. This allows you to further analyze and visualize the data returned by the AI agent.
 
-<iframe
-  width="100%"
-  height="400"
-  src=""
-  title="Product video"
-  frameBorder="0"
-  allowFullScreen
-/>
+<video
+  autoPlay
+  muted
+  loop
+  playsInline
+  className="w-full aspect-video rounded-xl"
+  src="https://lgo0ecceic.ucarecd.net/edf19a6e-76ac-4b90-be9a-53fa68b0f704/"
+></video>
 
 ### Exploring from a published dashboard
 
@@ -43,4 +41,37 @@ Navigate to the **Explore** page in the sidebar. From here, you can select any s
 
 The functionality in Explore is similar to when working with semantic views in workbooks. You can build visualizations, pivot tables, and tables by selecting measures and dimensions from your semantic views, apply filters, group and aggregate data.
 
-Explore state is saved in the URL, making it easy to share your exploration with other users by simply copying and sharing the URL. When you're ready to build a more permanent analysis, you can [convert your exploration to a workbook](/docs/explore-analyze/workbooks).
+Explore state is also saved in the URL, making it easy to share your exploration with other users by simply copying and sharing the link.
+
+## Saving explorations
+
+You can save an exploration so you can return to it later without
+re-building your query.
+
+- **Save** — For an unsaved exploration, click **Save** to open the
+  **Save Exploration** dialog. Give your exploration a name and click
+  **Save**. The exploration is now persisted and appears in your
+  workspace.
+- **Save (existing)** — After you modify a previously saved exploration,
+  click **Save** to update it in place.
+- **Save as** — For a saved exploration, open the chevron menu next to
+  **Save** and choose **Save as...** to create a copy under a new name.
+
+You can also rename a saved exploration at any time by clicking its title
+in the header and typing a new name.
+
+## Converting to a workbook
+
+When you're ready to build a more permanent analysis, you can convert
+your exploration to a [workbook](/docs/explore-analyze/workbooks). Click
+**Convert to workbook** to create a new workbook with your exploration
+as its first tab.
+
+## Copying to clipboard
+
+You can copy an exploration to your clipboard and paste it as a new tab
+in any [workbook](/docs/explore-analyze/workbooks). Click the chevron
+next to **Convert to workbook** and select **Copy to Clipboard**.
+
+Then navigate to the target workbook and press **Cmd+V** (macOS) or
+**Ctrl+V** (Windows/Linux) to paste the exploration as a new tab.
diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx
index 9810fb8f9dc8e..7ab8b4843df92 100644
--- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx
+++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx
@@ -33,6 +33,32 @@ You can query source SQL in two ways:
 - **Write SQL manually** – Write standard SQL queries directly against your data source for maximum flexibility
 - **Ask AI** – Use the AI agent to help you research your data source, build SQL queries, and refine results in real-time
 
+## Copying and pasting tabs
+
+You can copy a tab from one workbook and paste it into another workbook
+using the clipboard.
+
+### Copying a tab
+
+Open the tab options menu (the chevron on the tab in the footer) and
+select **Copy to Clipboard**. The tab's query, chart configuration, and
+settings are serialized and written to your system clipboard.
+
+### Pasting a tab
+
+Navigate to the target workbook and press **Cmd+V** (macOS) or
+**Ctrl+V** (Windows/Linux) while the workbook is focused. A new tab will
+be created with the query and configuration from the clipboard.
+
+<Info>
+Paste only works via the keyboard shortcut. Make sure the focus is not
+inside a text input—otherwise the browser's default paste behavior will
+take precedence.
+</Info>
+
+You can also copy an exploration from [Explore](/docs/explore-analyze/explore)
+and paste it as a new tab in any workbook using the same workflow.
+
 ## Workbook versions
 
 When you [publish a dashboard][ref-dashboards] from a workbook, Cube