Data Catalog Page

This page applies to business users. It describes what actions are available on the Data Catalog page of Process HQ.

Overview

The Data Catalog page allows you to explore the breadth of your data fabric. Here, you can build custom reports by selecting a dataset or using a guided experience to pick and format your report data.

To access this page, select Process HQ from the navigation menu, then click Data Catalog in the navigation bar.

Elements

The following image highlights the elements that make up this page:

#	Element	Actions Available
1	Navigation bar	View the Home page. View the Process Insights page. The current page you're on, the Data Catalog page. View the Data Governance page. Switch to another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Tabs	Go to the following tabs: The Datasets tab displays all of the datasets you have access to use in a report. Click a dataset to start building a report. The Guided Experience tab allows you to use autosuggest to pick and format the data you want in a report.
3	Toolbar	Search for a dataset by the dataset name or description. Filter the list of datasets. Sort the list of datasets.
4	Appian AI Copilot for data fabric	Ask questions about any dataset in your Data Catalog and receive an answer by querying your data fabric.
5	List of datasets	Click a dataset to start building a report.

Search for a dataset

To search for a dataset, go to the Datasets tab and enter the name or description of the dataset in the search box.

Filter the list of datasets

In the toolbar of the Datasets tab, use the following filters:

• Source Type: Filter by the type of data source: database, Salesforce, or web service.
• Source Name: Filter by the name of the data source.

Create a report by clicking a dataset

If you're already familiar with the data you need, you can select that data from the Datasets tab to immediately start building a report.

Create a report using a guided experience

If you aren't familiar with the data you need in a report, you can explore your enterprise data using a guided experience.

From the Guided Experience tab, you can pick and format report data using autocomplete suggestions. As you select different options, you'll see a real-time preview of the report. When you're ready, click CREATE REPORT to continue refining and exploring the data.

Manage reports

Once you create a report, you can:

• Partner with AI Copilot to discover new insights about the report.
• Save the report for future exploration.
• Share the report with all report creators.
• Add the report to a dashboard.

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