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User Guide

Datasets

A dataset is a logical container of assets that is also known as a "data product." Its purpose is to group and facilitate an easier search experience. Data owners make datasets available to data consumers.

Create a Dataset

  1. Click Data Exchange in the left navigation.

  2. Click the plus sign (+).

    The Dataset Details page appears.

  3. Title—Enter a title for the dataset.

  4. Description—Explain the dataset's purpose.

  5. Dataset Members—Dataset membership allows you to restrict who may view or edit the dataset and its assets. Restricting access means that only those specified may view or edit the dataset and add its assets to a project.

    Select one of the following options:

    1. None

      This option restricts dataset visibility and editing of the dataset and its assets to only the members that you select.

    2. Anyone can view

      This option allows any user to view the dataset and its assets but restricts the ability to edit the dataset and its asset to only the members that you select.

    3. Anyone can edit

      This option allows all users to view and edit the dataset and its assets.

  6. Add users who can view or edit—If you selected None or Anyone can view, you can select which users and user groups can be members of this dataset to either view or edit the dataset and its assets.

    1. Search for users and user groups.

    2. Click each user or user group to add as dataset members.

    3. If relevant, select the Edit or View permission.

    4. Click Add.

  7. Tags—Select tags to assign to the dataset.

    Use tags to identify the subject area or domain of the dataset and to help facilitate search.

    Note

    If you cannot find a tag that matches your criteria, you can create a new tag. See Create a Tag.

  8. Click Create.

    A confirmation message appears, and then the Data Exchange page refreshes, and the newly created dataset appears.