Organizing assets into folders for Insights

In Insights, your team members can create personal folders to add hierarchical structure to Insights asset management. Using folders, people can more easily organize, navigate through, and discover dashboards, analyses, and datasets. Within a folder, you can still use your usual tools to search for assets or to add assets to your favorites list.

You can use the following types of folders with Insights:

  • Personal folders to organize work for yourself.

    Personal folders are visible only to the person who owns them. You can't transfer ownership of personal folders to anyone else.

Topics

Overview of Insights folders

In Insights, you can create personal folders. You can also favorite your personal folders for quick access by choosing the favorite ( ) icon next to it.

You can do the following with personal folders:

  • Create subfolders.

  • Add assets to your folder, including analyses, dashboards, datasets, and data sources. To add assets to a personal folder, you must already have access to the assets. Multiple assets can have the same name.

Considerations

The following limitations apply to folders in Insights:

  • For people who have Insights reader permissions, the following limitations apply:

    • Readers can't own a personal folder.

    • Readers can't create or manage folders or folder content.