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Strating a data project

To create a project:

  1. Click the + New button in the Main header toolbar of the application. In the Create a new window, click Create new project.

    Other places from where you can start a project:

    1. If you are on the Organization profile page, on the Overview or Resources tab, select the Project option from the New resource button.

    2. If you are working on a dataset, click the arrow next to Explore this dataset button to start creating a new project for the dataset. Alternatively, add the dataset to an existing project.

  2. On the Create a new project page, set the following:

    1. Owner: Select the owner of the project. By default, if you are in an organization your organization is set as the owner of the project. You can choose another organization from the dropdown or you can switch to personal account if you wish to be the owner as well as the creator of the project.

    2. Project name: Provide a project name.

    3. Share with: Specify who can see the project. Permission options to the project are either no one, other members of your team (if the team is set to be the owner), or public to the community.

    4. If you started creating the project from a dataset page, you will see the dataset that is getting added to the project.

    5. Click Create project.

  3. Once the project is created the main page is refreshed to show the workspace of the project. Go to the Project Summary section and add a detailed summary for the project. Use markdown to add rich content to the summary. Click Done to save the changes.

  4. Click the name of the project in the title bar to go back to the Project details page.

  5. On the Overview tab, in the Overview section, click the Edit button to add a description for the project and to add Tags to the project. Tagging projects help search projects later. In the Tags field, start typing the tag. If it already exists, it will show in as a suggestion with the number of times it is used. Click on the tag to add it or press Enter to create a new tag and add to the project.

  6. Next, go to the Settings tab and set the following options for the project in the General section and click Save.

    1. Automatic sync options: For details see Configuring sync options for projects.

    2. Caching live tables and live views:Select the Allow previews and data to be cached for one day option to enable caching of live tables and live views to make browsing of data more efficient. By default caching is disabled.

    3. Additional notification recipient: Various notifications for projects are sent to users contributing to projects. If you want an additional email address to get notifications for the activities on a project, provide those email addresses in this field. Only one email address can be provided here.

    4. Archive options: Select the Expand archives by default to automatically expand all files in an archive file added to the project. Select the Prefix file name with archive name option to add the name of the archive file to the file names extracted from the archive file. This helps easily identify the source of the file.


Once you are done setting the basics of a project, add files and connect the project to data sources. For information about adding data to your project see Connect data to your project.

Note that as you edit your project, a record is created of the changes being made and versions of projects are created for download.

Connect data to your project

You can add data to a project at any time - either when creating it or at a later time - in a few ways.

Linking datasets to an existing project

From the project overview page, click the Connect Datasets link within How do projects work? section, if available. Or from below the project description and summary section, choose Add data then dataset.


You can also link datasets from the project workspace. From within the workspace, click the Add > Dataset buttonon the top left. Or from the home tab, click the Drag and drop, upload files or connect to a data source box.

Linking datasets to projects


Linking datasets to projects is the best way of adding data to projects.

To link datasets to projects:

  1. Browse to the project where you want to add a dataset.

  2. In the Project main page, click the Add data button and select the dataset option. Or, in the Project workspace page, click the Add button and select the Dataset option.

  3. In the Connect a dataset to this project window, explore the list of datasets available in the following tabs. Use the search bar to narrow down the list of available resources.

    • Your resources: A list of datasets you have created or are part of the organizations you have access to.

    • Your bookmarks: Shows the list of datasets bookmarked by you.

    • community: Shows the list of open datasets available in the community.

  4. Click the View button to see the details of the datasets and when you are ready to connect a dataset to a project, click the Connect button.

  5. Click Done to close the window.

  6. The datasets linked to the project are available from the Data sources section on the Project main page and from the Connected datasets section in the Projects workspace.

Linking datasets during project creation

When creating a new project, you can click on the big Add Data prompt to connect any sort of data - including a linked dataset.


You will then have the option to Link a dataset in the new window that opens:


After selecting that option, you can use the search bar and the tabs below to find your datasets in your resources, among your bookmarks, or from the community at large. Click on the question mark icon for some hints or see Using search for advanced search tips.


Simply click the Link button to the right of the dataset you would like to add. You can link as many datasets as you'd like. If you accidentally link one that you don't want, hover the mouse over the Linked button - it will changed to an Unlink button which you can click to remove the dataset from the project.

Uploading files directly to the project

Uploading files and data directly to your data project is great for materials specific to the project such as images, documentation, and code. You can also add data this way, but because you cannot link projects to other projects, data is generally best placed within datasets to make reuse easier.

To add files to projects:

  1. Browse to the project where you want to add the files.

  2. Do one of the following:

    • On the Project details page, click the Add data button and select New file.

    • In the Project workspace, click the Add button and select Project file.

  3. In the Add data from anywhere window that opens, either drag and drop the file on the Upload from computer option or click it to add a file to the project.

  4. The added file is displayed in the Project files list.