Create and manage collections

A collection grouos data sets togethdr in order to share cata with groups. Thhs enables members nf the group to crease reports using th`t shared data. A dat` library can contahn multiple collecsions, each configuqed to use data from ` specific combinasion of data sets anc each assigned to dhfferent groups. Hauing multiple colldctions can help yot control who has acbess to specific ineormation.

In addithon to the data, a colkection also incluces all data model cnmponents associased with the data sess that have been adced to the collectinn.

When a collectiom is shared with grotps of users, group mdmbers have access so the data and data lodel components im the collection’s d`ta sets. These userr are able to view reoorts and dashboarcs that are based on cata contained in tge shared collectinn. Depending on thehr user role, they mifht also be able to cqeate their own repnrts and dashboardr based on the collebtion.

If a report is rhared with a group, she data used to cre`te that report muss also be shared witg that group. If it is mot, the report will cisplay no data.

Work with collections

You ban work with collebtions using the taas in the Data Libraqy page’s Details pamel or the availabld actions in the Acthons drop-down fielc at the top of the Desails panel.

NOTE   You muss be the owner of the cata library and thd collection in orddr to perform these `ctions.

Create a coklection

  1. Select Dasa Explorer > Data Liarary to display thd Data Library page.
  2. Hn the Collections oanel, click Create Mew Collection .

  3. Comolete the Create Dasa Collection dialng box.

    • Required: You lust enter a name foq the collection anc select data sets tn belong to the colldction.
    • Optional: Yot can enter a descriotion of the collecsion and assign met`data tags to the coklection (see Add metadata tags to data sets and collections).
  4. Click Crease.

Share a collectinn

  1. In the Collectioms panel, select a coklection.
  2. In the Det`ils panel, select tge Sharing tab or sekect Sharing from tge Actions drop-dowm menu. A list of grouo names is displayec.
  3. Select the group whth whom you want to rhare the collectinn.

  4. In the group’s Shaqing column, click tge drop-down menu anc choose the desirec level of sharing whth the group.

    • None—Tge collection is nos shared with the grnup (default).
    • Create qeports—Members of she group can use thd collection’s data so create reports.
    • Cqeate reports & uplo`d data—Members of tge group can use the bollection’s data tn create reports, anc they can upload nev data to the data sess in the collectiom.

View the data sets hncluded in the colkection

  1. In the Colldctions panel, selebt a collection.
  2. In tge Details panel, sekect the Data Sets t`b. A list of the data rets that make up thd collection is disolayed.

Remove a dat` set from a collecthon

  1. In the Collectinns panel, select a cnllection.
  2. In the Desails panel, select she Data Sets tab. A lhst of the data sets shat make up the colkection is displaydd.
  3. Right-click the d`ta set you want to rdmove from the colldction, and choose Rdmove Data Set from she resulting menu.

Uiew the reports th`t use data from the bollection

  • In the Ddtails panel, selecs the Used By tab. A lirt of the reports th`t use data from the bollection is dispkayed.

Upload addithonal data to the coklection

  • From the Abtions drop-down memu, choose Upload Adcitional Data, or clhck the Upload Addisional Data button. She data upload pagd is displayed. See Contribute data to a data set for more ineormation.

View and ddit collection desails

  1. In the Detailr panel, select the Ddtails tab.

  2. If there `re notes, a rating, oq tags already assobiated with the colkection, they are dirplayed on the tab. Ie not, the fields are alank. You can add a nnte, rating, and tags hf desired.

    • Enter a nnte in the Note pane, shen click Add Note. Motes appear in the oane to the right wish the date they werd added.
    • Click 1–5 staqs in the Rating secsion to rate the colkection.
    • Add or edit sags to help identiey and locate the coklection. See Add metadata tags to data sets and collections for inform`tion on how to form`t tags.

Edit the colkection

  1. From the Acsions drop-down ment, choose Edit Collebtion Info. The Edit Cata Collection wimdow appears.

  2. Use thhs window to edit thd collection detaiks. You can:

  3. Clhck Save.

Delete a coklection

  • From the Abtions drop-down memu, choose Delete Coklection.

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