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Projects#

Projects are Datameer's collaborative workspace areas. Add references and data to datasets that you need for your project. Use the attached Workbench to combine, filter, and otherwise transform your referenced data into new datasets. These new datasets can be used elsewhere in Datameer for further analysis.

Use the SQL editor to create and perform individual SQL queries to manage and transform data from the Snowflake source.

Discover a project on the Project's Detail page to get all the important metadata information you need.

Document with comments, tags, and the description field so that your work is more discoverable and you can easily distinguish between related projects.

Project Overview Page#

Number Description
1 Add Data from the Snowflake instance to the Project
2 Short menu for Project options
3 Go to the Workbench to transform Project data
4 Project Detail page with all Project information
5 Project name
6 Metadata content
7 Extended Project metadata
8 Comments tab to add Project comments

Creating a Project#

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To create a new Project:

  1. Navigate to the "Home" page and click on "+ New Project". The dialog 'Create New Project' opens.

  2. Enter the "Project Name" and confirm with "OK". The connection list opens.

  3. Select the "Snowflake" connection. All available datasets are displayed.

  4. Mark all the needed datasets and confirm with "Add to Project". The Project is created. The 'Workbench' page opens and new Views can be generated.

Adding Data to a Project#

Once you have created your Project, you can add further Snowflake Datasets to then transform and adjust new Datameer Views in the Workbench.

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To add Snowflake datasets to your project:

  1. Click on "+ Add Data". The connections dialog opens.

  2. Select the "Snowflake connection". The dialog with all available Snowflake datasets opens. Already added Snowflake datasets are greyed out and not selectable again.

  3. Mark the needed datasets and confirm with "Add to Project". The datasets are displayed in the Flow area.

Changing the Project Ownership#

Datameer allows you to change a project's ownership, e.g. when new employees are hired and take over certain projects.

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To change the ownership:

  1. Navigate to the "Project Details" page.

  2. Click on the short menu button and select "Change Ownership". The dialog 'Transfer Ownership' opens. The current project owner is marked with a crown icon.

  3. Enter the name or click on the person's name who shall be the new Project owner and confirm with "Apply". Only one owner per Project is allowed.

Deleting a Project#

When you delete a Project, any datasets created in it will be deleted as well. Datasets from elsewhere in Datameer that have been referenced here will be unchanged. A Project cannot be deleted if it contains datasets that are referenced in other Datameer Projects. Only the owner or an Administrator has the permission to delete a Project.

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To delete an entire Project:

  1. Navigate to the Project Details page and click on on the short menu button -> "Delete". A confirmation dialog opens.

  2. Confirm with "Delete". The project is deleted.

Comments#

Comments appear on the right side of the Project Details page with the most recent comments at the top. Any user can comment on a Project or reply to existing comments.

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To add a comment:

  1. Click on the "+ Add Comment" button. The comment field opens.

  2. Type in your comment and confirm by clicking the arrow button.

To edit a comment:

  1. Click on the comment text in your comment box. The text is marked as editable.

  2. Edit the text and click anywhere. The text is marked as edited.

To reply to a comment:

  1. Click on the right side of the comment you want to reply to. A new text box opens below the comment.

  2. Type in your comment and confirm by clicking the arrow button.

To delete a comment:

Click on the three-dots menu and select "Delete". The comment and all replies are deleted.

Project Details Visibility#

Only the Project's owner, collaborators, and Datameer administrators can visit the Project's Details page or see it as part of search results using the 'Search Bar'.

Metadata Fields#

Number Description
1 Project name
2 Project Description
3 Tags
4 Date
5 Project owner
6 Collaborators
7 Followers counter

To grasp all available information of a Project, the Project Details page provides the following metadata:

Project Name

Project names can be up to 100 characters, cannot start with an (_) character or a space, and cannot contain a (`) character. Clicking the 'Edit' button allows you to edit the Project name.

Description

The description can be up to 1,000 characters long. Use this to outline project goals, summarize important assumptions, or otherwise make it easier to understand the work you are doing. The more a Project is documented, the more useful it becomes for collaboration.

Tags

Tags help quickly identify, search for, and categorize assets in Datameer. Add some here to make this Project easier to find and easier to tell apart from the rest of your related Projects. A tag can be up to 80 characters (spaces are not allowed). Clicking on a tag launches a search for all assets with that tag in Datameer.

Dates

Displays the dates on which the Project was created and last modified. A Project is considered to have been modified whenever a dataset or collaborator is added or removed, and whenever the title or description is edited. The last modified date is used to sort some search results.

Owner

The Project owner avatar is displayed in order to make clear who is responsible for the Project and your contact person.

Collaborators

Collaborators share many of an Project owner's capabilites to edit and expand the Project. New collaborators can be added, edited and deleted in the displayed dialog.

Following

Shows the number of users following the Project and is also a toggle button so that you can follow/un-follow the Project. Owners and collaborators follow a Project by default.

Properties

Properties help you capture the state and features of an asset as structured data. This includes the 'Status' value for datasets and other values that are customized for each asset type by your organization. Common properties include the person responsible for an asset's maintenance, how often the asset is supposed to be updated, and whether it has been trusted by a data steward. Using properties makes it easier to search for and categorize an asset.