Skip to main content

Documentation

Left sidebar

The left sidebar is the Global Navigation menu. Use the Global Navigation to access the various resources available to you. The icons displayed vary depending on whether you are in an organization or not.

Sidebar.png
Organizations

If you are a member of at least one organization, you will see the Organizations option in the Global Navigation menu. Click this menu item to access the list of your organizations. If you have access to only one organization, you are directly taken to the home page of the organization.

Note

Create new organizations from the Settings page available from the User menu in the main header.

your_organizations_page.png

Click the tile of an organization to view the profile page, which lists the resources, glossary, and collections in the organization. Depending on the components that the organization uses, these resources include datasets, projects, reports, tables, members, data connections, organization settings, and curated collections of the organization's resources.

org_profile_page.png
Discover

Click the Discover icon to see all the resources you have access to. Discover directs you to the Resources tab with a list of all the resources you have access to already loaded and ready for filtering and searching. Switch to the Organizations and people, Comments, or Columns tabs to discover more.

discover_launch_page.png

On the Resources and Organizations and people tabs the resources that are owned by you are shown on top followed by other resources you have access to. Use Filters to narrow down your lists - the best place to start is with the Resource Type and Owner filters to narrow down the list of available resources.

The All tab is a special tab where you can quickly navigate to the last 25 resources you viewed recently. Users in an environment with a Browse Card will also see their quick links on the All tab, for a familiar entry point to the enterprise resources.

discover_page_alltab.png

You can always use the Search bar on top of the Discover page to find what you are looking for. For details about using search and advanced filters, see How to find data resources

Note

Note that once you run a search, the All tab adapts to show a special view of the search results. Once you clear the search term from the search box, the tab switches back to the Discover mode.

discover_search_view.png
Bookmarks

Click the Bookmarks icon to get to the resources you have bookmarked for easy access. If you have a long list of bookmarked resources, use the filter option to narrow down the list.

Users can bookmark - datasets, projects, insights, tables, custom resources, collections, business terms. Note that Columns cannot be bookmarked.

navigation_bookmarks.png

From the Bookmarks page, you can:

  • Open the datasets, projects, insights, tables, custom resources, collections, business terms by clicking on it.

  • See who created the resource and when it was last updated.

  • Use the Info icon to see the Information Card for the resource. It gives you preview of what all is included in the resource and you can use this information to then decide if you need to navigate to the resource to explore it further.

  • Use the Three dot menu to access the following additional options for the resources.

    • Unbookmark: To remove the bookmark. This option is vailable for all resources.

    • Open in workspace: To open a project in workspace, or to open a new project workspace for a dataset.

    • Add to project: To add a dataset to an existing project.

    • Preview: To preview an insight and then navigate to it.

Notification

Click the Notifications icon to get the list of alerts and notifications that you have received.

From the Notifications page, you get access to:

  • Alerts: Alerts are actions you can take right now and will not dismiss until someone does something about it. These include invitations for you to join an organization, requests to access datasets and project. You can approve or reject these requests and invitations from this page.

  • Notifications: Notifications are updates about things happening on the platform, that you may want to take follow up actions on. These include informational messages and a list of changes suggested by other members to make improvements to existing datasets. Click through to these suggestions to review and approve or reject the changes.

navigation_notifications.png