Working with Projects

To add data objects (Databases/ Tables/ Columns/ Files/ Reports/ Queries) to a project, you must choose and set a default project. You can create a new project or select an existing project as the default project. Data and metadata access on data objects depend on user role permissions. 

Upon setting a default project, the user may add data objects to this default project in the following ways.

1. Data Catalog

User navigates to the data catalog to find the ‘Project Status’ column in any of the tabs - Databases/ Tables/ Columns/ Files/ Reports/ Queries. Upon a hover, and clicking on the ‘+’ icon will add the data object to the default project. 

Alternatively, users can also select multiple data objects, click on the nine dots and have them added to their default project all at once. 

2. Data Object

User while navigating to the data object, may choose to add it to the default project. For this, the User may click on the add to projects icon next to the title. On clicking the icon again, the user can add some project notes too.

3. Project

Users can also search for a particular data object from the project itself and associate it instantly while capturing a few notes as well.

Invite Users to Your Projects

You can invite any user in the organization to work on your project. 

To invite,

  1. Select a project name from the project module.
  2. Click the   nine dots to unfold the invite user icon.

The Invite Users options allow you to invite multiple people to your project.

  1. Choose the users and select the checkbox to add the user’s names to the project. 
  2. Click Invite.

Users who are added to this project are listed on the top right corner of the screen.         

Invited project users can collaborate with each other with notes/ messages, by clicking on the collaboration messages icon present on the screen(Right end) and by mentioning the identifier @ which pulls up the list of all users from which you may select. The mentioned user will be notified through an alert and also with a message upon navigating to the data object where the reference was made.

Full profile and calculate relationships

Using this feature, users can build relationships and also calculate scores among data objects that are added within the project.

A user can access this feature from the nine dots within the project's screen where at least 2 or more tables are associated with the project. The tables are then analyzed and considering the top 50 values of each table column, relationships are built and scores are calculated.

As the feature starts to build relationships and calculates the score, an Advanced Job is triggered with the name ‘Project Level Relationships Building’ and while it is running, a user may check the logs for understanding/progress under the Jobs section. 

Upon successful completion, the relationships along with scores are established and can be accessed under the column details → Relationships