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How to create a catalog?

When you are adding a new connection, once you have completed the steps of connecting data warehouse, adding meta data, create relationship and create formulas with your data and click on save and continue, you will see the option to organize your data into a catalog. If you want to create a catalog from already existing data connection, go to edit catalog page.

When you are in the organize page you will see two containers. Container on the left hand side displays the data tables from the source you have connected, metrics and calculated columns. With the refresh 🔄 icon, you can update the list. Container on the right hand side represents the data catalog. The dropdown icon allows you to choose between catalogs, + icon allows you to create a new catalog, and the folder icon allows you to add folder inside the catalog.

(image of the organize page)

Below are the steps how you can create your catalog:

  1. Click on the add catalog icon to create a new catalog. Click on the pen icon to name the catalog. Click and hold on the table name from the list of tables on the left container. Drag and drop the table into the right side catalog container. This will add the table and all the columns within the table into the catalog.

  2. If you want to add just a column but not entire table from your source to the catalog. Click on the name of the table from the table list. Click and hold on the column name that you want to drag into your catalog, then drag the column into the catalog container. You can drag and drop a column into a table, folder or independent without a table or folder in a catalog.

  3. Click on the add foldericon in the catalog to add a folder and give a name to your folder. Drag and drop tables or cloumns into the folder. Hoever over a floder name in the catalog, click on add folder icon to add a sub-folder, or you can drag and drop a folder into another folder to make it a sub-folder. Drag and drop a sub-folder from within a folder to catalog to make it a folder. Clik on save & continue to save your catalog.

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In the next chapter we are going to walk you through how you can edit or create a catalog from an already existing data connection.