Create and Manage Folders in Data Central

This article is currently being updated. Please come back later for updates.

Permissions: Users must have the Data Central Designer privilege to create and manage folders.

The folder structure in Data Central supports workspaces, visualizations, filter sets, and advanced filters. 

The 'Custom' folder cannot be edited. 

Data Central Designer users can save folders as Public or Private; Private folders display in italics and gray font.

Create a New Folder 

Folders can be created in several ways:

1. From the Save window, which opens when creating and saving a new workspace, visualization, filter set, or advanced filter.2. From the Workspace drop-down menu, click the Configure icon next to a workspace name to open the Save Workspace window, and then add a folder as shown in step 1. 3. From the Manage icon in the master header, which opens the Manage window.

Save from Chart Window

Save from Workspace Drop-down

Manage Folder Icon

Save from Manage Window

  1. Hover over a folder, such as the Custom folder. The Add Folder icon appears if permissions allow.
    Add Folder
     
  2. Click the Add Folder icon. 
  3. In the Name field, enter the Name of the new folder.
  4. Click the checkmark to save, or the X to cancel the action.
    Add New Folder

    The newly saved folder displays in the list of folders in alphabetical order.

Modify Folder Details from the Configure icon of a Folder, Workspace, Filter Set, Advanced Filter, or Visualization

The Configure icon for folders, workspaces, filter sets, advanced filters, and visualizations allows name updates, visibility and scope changes, folder deletion, and new folder addition.

  1. Access the item to be updated:
    1. Click the Workspace drop-down in the master header, or
    2. Click the Filter Set (includes Advanced Filters) drop-down in the Filter Panel, or
    3. Expand Visualizations in the left navigation.
  2. Hover over the desired folder, workspace, filter set, advanced filter, or visualization name. The Configure icon displays.
  3. Click the Configure icon. The Save Folder window opens.
    Configure Icon - Save Window
  4. In the Save Folder window, update the name, visibility, roles, and scope. The item can also be moved to a different folder by selecting another folder.
    Save Workspace Window
  5. Click Save

Modify Folder Details from the Manage Icon

Use the Manage icon in the master header to manage folders and their contents, including workspaces, visualizations, filter sets, and advanced filters. All users can manage their own saved items. Only users with the Data Central Designer privilege can manage folders.

  1. Click the Manage icon. The Manage window opens.
    Manage Folder Icon
  2. From the Manage window, click the name of an item, such as the name of a folder, workspace, visualization, advanced filter, or filter set, and the details display to the right of the window.
    Manage Window
  3. Modify items such as subfolders, workspaces, visualizations, advanced filters, or filter sets, update their name and change their visibility, roles, and scope. To move an item from one folder to another, simply drag and drop it directly onto the name of the destination folder.
  4. Click Save.

Delete a Folder (and Items in a Folder), Workspace, Visualization, Advanced Filter, or Filter Set 

To delete folders, workspaces, visualizations, advanced filters, and filter sets, users must have the Data Central Designer privilege, although all Data Central users can delete their own privately saved items. 

Important: Use caution when deleting folders, as the child folders and any workspaces, visualizations, advanced filters, or filter sets in those folders will be deleted.

Delete a Folder (and Items in a Folder)

  1. Click the Manage icon in the master header. The Manage window opens.
  2. Hover over a folder name and click the Delete icon.   
    Delete Folder
     
  3. The Delete Group window opens. Click Delete to delete the folder AND its children, or click Cancel to stop the action.

Delete a Workspace, Visualization, Advanced Filter, or Filter Set

  1. Click the Manage icon in the master header. The Manage window opens.
  2. Expand the folders to locate the item to delete.
  3. Hover over the desired name of the Workspace, Visualization, Advanced Filter, or Filter Set to delete. 

    Tip: Hover over the icon to the left of the item name to see the type of item in a tooltip, such as  Saved Workspace, Filter Set, Advanced Filter, or type of visualization.

  4. Click the Delete icon.
    Delete Item
  5. The Delete Item window opens. Click Delete to delete the item, or Cancel to stop the action. 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request