Catalog

The Catalog is the repository of all objects in the system. Objects in the catalog are organized into hierarchical folders.

This page explains how to:

• Catalog
  • Create a Folder
  • Edit a Folder
  • Delete a Folder
  • Add an object to a Folder
  • Move an object from one Folder to another

note

Before you continue, ensure you have opened the catalog for your app.

Create a Folder

Follow the steps below to create a new folder from within the catalog:

1. Select the folder icon on the left and click + New:

2. Choose Folder from the drop-down menu that appears.

3. Populate Name and (optionally) Description in the pop-up, and click Submit.

note

The new folder you create is listed inside the folder you are currently working in.

You can have personal folders within the Catalog - these folders are auto-created once the Personal folders option is enabled within the application settings. Once personal folders are enabled, all Explorations, Dashboards, Metrics, and Datasets that you create will be saved within your personal folder by default. You have the option to move it if needed.

Edit a Folder

Follow the steps below to edit a folder:

1. Click the three dots on the folder row you want to edit. This displays a menu with options to edit (in black) or delete (in red):

2. Click Edit. This displays a pop-up where you can edit the Name and Description fields.

3. Click OK to save your changes.

Delete a Folder

Follow the steps below to delete folders:

1. Click the three dots on the folder row you want to edit. This displays a menu with options to edit (in black) or delete (in red).
2. Click Delete. This displays a pop-up asking you to confirm the deletion of the folder.
3. Click Yes to delete the folder. This displays a pop-up confirming that you have deleted the folder.

Add an object to a Folder

To create an object and add it to a folder,

1. Inside the Catalog section, click New and choose an object of your choice.
2. Give the new object a name and description (optional) by clicking the Edit icon.
3. Then, click the Folder field and you will see a drop-down. Choose the folder you want to place the object in.
4. Once the object is added, click Save.

Move an object from one Folder to another

To move objects between folders,

1. Navigate to the Catalog section, and then into the folder that has the object that you want to move.
2. Click the object you want to move to open it.
3. Then, click the "Edit" icon next to the object's name. In this dialog box, you can click the Folder field and in the drop-down you can choose the folder you want to move the object to.
4. Finally, click Save.