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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 items displayed on the homepage. These include:

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

These objects can be shared, renamed, hidden, and deleted directly 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, except for sessions.
  5. Click Save.

share object

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

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