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Homepage

In this section, we'll cover how to get oriented with DataChat's homepage.

DataChat's homepage has four main components:

homepage

  1. Search bar. Search or filter for any DataChat object.

  2. New button. From here you can:

    • Create a session.
    • Create a dataset from a database connection or file upload.
    • Create an Insights Board.
    • Create a folder.
  3. Recent objects. View your recently visited objects.

  4. Sidebar. Choose a collection of your DataChat objects.

DataChat Objects

DataChat objects are artifacts that exist outside of sessions. These include:

  • Datasets
  • Database connections
  • Workflows
  • Insights Boards
  • Folders

These objects can be shared, renamed, hidden, and deleted from the homepage.

Share

To share a DataChat object:

  1. Select the specific DataChat object to share.
  2. Click the Share button in the toolbar or from the right-click menu.
  3. Select the users with whom to share.
  4. Select whether they have "Viewer" or "Editor" permissions.
  5. Click Save.

share object

note

You can also share files using the Skill form within a session with the Share skill.

Rename

To rename a DataChat object:

  1. Select the object to rename.
  2. Click the Rename button in the toolbar or in the right-click menu.
  3. Enter the new name.
  4. Click Submit.

rename object

Hide

To hide a DataChat object:

  1. Select the objects to hide.
  2. Click the Hide button in the toolbar or in the right-click menu.

To unhide an object:

  1. Click the Show Hidden button.
  2. Select the object to unhide.
  3. Click the Unhide button in the toolbar or in the right-click menu.

hide object

Delete

To delete a DataChat object:

  1. Select the objects to delete.
  2. Click the Delete button in the toolbar or in the right-click menu.
  3. Click Confirm.
note

Deleting a shared DataChat object also deletes it for any users it's shared with.

delete object

Move

To move a dataset, database connection, or workflow to a folder:

  1. Select the objects to move.
  2. Click the Move button in the toolbar or in the right-click menu.
  3. Select the folder to move the objects to.
  4. Click Move.

move objects

Folders

Folders group sessions and saved objects together so you can better navigate and organize your work. You can find your folders on the homepage in My Work.

Create a Folder

To create a new folder:

  1. Click New > Folder.
  2. Enter a name for the new folder.
  3. Click Submit.

new folder

Move Objects into Folders

To move a saved object to a folder:

  1. Select the object to move.
  2. Click the Move button from the toolbar or from the right-click menu.
  3. Select the folder to move the object to.
  4. Click Move.

move to folder

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