There are two kinds of View options are available on the Data Sets list page:

1. List View

2. Grid View

List View

In the list view, five columns contain data set information and action buttons as follows:

1. Data Set Name

2. Status

3. Data source Type

4. Created Date

Click on the List View icon to view all the Data set details in a list format. It is the default view for the Data Sets list.

Pagination

• Items per page display the number of data sets listed on the page.

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• The Next and Previous buttons are provided to go to the next and previous page respectively.

Card View

Click on the Card view icon on the top right corner, once the option is selected then the icon color will change to blue. The Card View will contain the following data set information:

1. Name

2. Created Date

3. Last run Date

4. Created User

The Action items mentioned under the Cards are:

1. View/ Edit

2. Publish

3. Share

4. Data Prep

The Platform allows users to retain their applied filters on the Data Set List page, eliminating the need to reapply filters when returning to the list. This functionality improves efficiency by streamlining dataset searches and enhancing user experience.

• Users can save specific parameters such as Connector Type, Connector, or Publish Status, ensuring quick access to their previously filtered datasets.
• Even after navigating away to other parts of the module or editing a dataset, users will be seamlessly redirected back to the filtered Data Set List page, making it easier to continue their work without losing context. E.g., the following image displays the application of the Edit option on the same Data Set as the Update page is displayed for the Data Set.

• Click the Reset Filter icon to clear the applied filters.

• The selected filters will be cleaned and the entire Data Set List will be displayed.

• Select a Data Set from the Data Set list.

• Click the Data Preparation icon for that Data Set.

• Data from the selected Data Set gets displayed in the Data Preparation framework.

This is the mechanism for versioning the Data set and storing the latest versions in Git. While pulling the Data set user can see the committed message of each version, so the user will get more info about the committed data set.

• Select a Data Set from the Data Sets

• Navigate to the Data Sets list page.

• Select a Data Set from the list.

• Select a Data Set of which some version is available in the VCS using the Data Sets list.

• Click the Pull from VCS icon for a Data Set.

• The Pull from Version Controlling System dialog box appears.

• The multiple uploaded versions of the Data Set with committed message for each version get listed.

  • Select: To select the version you want to pull.

• A confirmation message appears once the selected Data Set version is pulled from the VCS.

• Select a Data Set from the Data Set list.

• Click the View/Edit icon for that Data Set.

• The selected Data Set opens in the editable format.

• Edit the Data Set name.

• Edit or modify the Description.

• Modify the provided query either by clicking the table Info or writing a query.

• Click the Validate option after modifying the data set.

• The Preview Result is displayed with the RESULT and DATA PROTECTION tabs.

• The Save option gets enabled, click the Save option.

• A confirmation message appears, and the selected Data Set gets updated.

• Navigate to the Data Sets list page.

• Select a Data Set from the list.

This option helps the user to share a Data Set with other user(s) or user group(s). The user can also exclude a user(s) or user group(s) from the rights to access a Data Set using the Exclude User option provided under the Share Data Set dialog box.

Sharing a Data Set

• Navigate to the Data Sets list.

• Select a Data Set from the Data Sets list.

• Click the Share icon for the selected Data Set.

• A confirmation message appears and the Data Set gets shared with the selected user(s)/ user group(s).

• The selected user(s) / group(s) will be listed under the Granted Permissions section.

• Navigate to the user account with whom the Dataset has been shared.

• Open the Data Set List page, the shared Data Set gets marked with a specific icon under the Status column.

• The receiver user will have limited permission of Actions on the Shared Data Set.

Excluding Users

• Navigate to the Manage Access window for a Data Set.

• Grant Permissions using the checkboxes provided under the Grant Permissions option.

• Open the User Groups tab.

• select user group(s) using the checkboxes.

• Navigate to the Exclude Users tab.

• Select the user(s) using the checkboxes.

• Click the Save option.

• A notification message ensures the selected data set is shared with the selected group.

• The excluded users will be listed under the Excluded Users section.

Including the Excluded Users

• Open the Manage Access window for a shared data set.

• Navigate to the Excluded Users list.

• Select a user from the list.

• Click the Include User icon.

Revoking Privilege(s)

• Navigate to the Manage Access window.

• The Granted Permissions section will list the selected user(s) or user group(s).

• Select a user or user group from the displayed list.

• Click the Revoke Privileges icon.