Community docs


The datasets tile on your organization's home page is your portal to all the datasets owned by your organization and the metadata about them. If your organization uses our metadata catalog, all the metadata captured for your organization's data sources can be found here. This is also where all of the datasets containing your data--both stored on and from virtual connections--are located:


Under the Data tile is the count of the datasets owned by the organization. Clicking on the Data tile or the link to the number of datasets right below it will open a list of all your organization's datasets. There you can see:

  • The names of the datasets

  • Who created them

  • When they were last updated

  • The tags used in them


Notice in the upper right corner that there is a search bar which contains a filter to only return the datasets owned by the organization. To the right of the search bar is a button to create a new dataset or project. The three-dot menu on the very right has an option to edit multiple datasets at once (assuming you have edit permissions to them).

When you click on one of the datasets and open it, you'll see a header at the top of the page that has several valuable pieces of information and actions that you can take in regards to the dataset:


On the left of the header are:

  • The icon indicating that the resource is a dataset

  • The name of the dataset

  • Its status (this is an available configuration)

  • The name of the owning organization and a link to its profile page

On the right of the header are options to:

  • Share the dataset

  • Bookmark it (and see how many others have bookmarked it

  • Access the Explore this dataset menu


On the Explore menu are options to:

  • See all the projects that use the dataset

  • Connect the dataset to an existing project

  • Open the dataset with a third-party application (integrated with

  • Create a new project using the dataset

Overview tab

When you open a dataset, you land on the Overview tab.


In the pane directly below the header is the short Description of the dataset, and the longer Summary information.

Much of the information on the Overview tab is configurable by your organization. Shown below is a More Information section containing an example of completely configured metadata:


Directly below the information pane is a section containing:

  • A count of the number of files in the dataset.

  • The autosync settings for the dataset.

  • Sorting options for the dataset files.

  • The option to view them in a preview or in a list.

  • A link to add new files (depending on your permissions to the dataset).

All of the files in the dataset are also shown. Tabular files will display as a preview. At the bottom of the page, you'll find references for related datasets that might be of interest. Notice the rich metadata that can be included in the preview.

Right sidebar on dataset tabs

A sidebar appears on the right side of the Overview, Access, and Activity tabs that contains both default and custom metadata about the dataset.


In the example given above, this metadata includes:

  • The sharing settings.

  • Who created the dataset and when.

  • The various people who manage the dataset (Steward and Tech Owner).

  • Who verified the dataset and when.

  • The tags used on the dataset.

  • The size of the dataset.

  • The data dictionary information about the dataset and a link to the dictionary.

  • A list of the queries that are part of the dataset.

There may be a Related projects section in the sidebar, or a Recent updates section which lists recent updates to the dataset.


The Access tab on a dataset lists the name and permissions of everyone who has access to the dataset. Click on a names to view that user profiles.


If you are an administrator of the dataset, you can also invite new contributors. Click the Grant Access link at the top-right of the list and complete the Invite contributors popup window.


The Discussion tab captures all the communication between team members about the dataset.


The content on the Discussion tab is grouped into topics. The information on the Topic tag includes:

  • A description of the topic.

  • How many comments are in the topic.

  • The category of the topic.

When you have something to post, you can either add it in an existing topic or create a new topic.


You can also flag or like comments. Flagging notifies a moderator of potentially inappropriate content in the post.


Comments in topics are Markdown-based and may contain images and links.


The Activity tab contains information about all events that occur with the dataset, and it also provides access to previous versions of the dataset.

There are two sub-tabs, All Activity and Versions. The All Activity sub-tab is the default, and list all the activity for the dataset.


Click the Version sub-tab contains a list of previous versions. Click on the three-dot icon at the end of a listing to download a specific version.


The Settings tab is for administrators to manage the dataset. There are two sub-tabs, General and Webhooks. The General sub-tab contains administrative settings, which include:

  • The dataset visibility.

  • Automatic syncing options.

  • Additional notification recipients.

  • Archive options.

  • A delete button.


The Webhooks sub-tab is for configuring and managing webhooks to the dataset.