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 and understand your datasets before you build reports.

In the Data Catalog, you can:

• Review the information available in each dataset.
• Create custom reports from a specific dataset.
• Follow a guided experience to select and format your report data.

Access the Data Catalog page

To access the Data Catalog page:

1. From the navigation menu, select Process HQ.
2. From Process HQ, click Data Catalog.

Elements

The following image highlights the elements that make up the Data Catalog page:

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#	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 out of Process HQ and into 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	In the Datasets tab, view the datasets you have access to use in reports. Click a dataset to create a report. In the Guided Experience tab, 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	View a high-level summary of each dataset. Click a dataset to review its fields and data Create a report.

View a dataset summary

Each dataset in the list displays a high-level summary to help you identify its source and size:

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#	Element
1	The primary data source logo. For example, the Appian logo represents the Appian Cloud database. Hover over the logo to see the source type and name.
2	The number of rows in the dataset.
3	The number of data sources included in the dataset, including the primary source.
4	Additional data sources grouped by vendor logo. Hover over a logo to see which data comes from that source.

Review dataset fields and values

Before creating a report, you can inspect the dataset to ensure it contains the fields and values you need.

To review a dataset's fields and values:

1. On the Data Catalog page, click a dataset.

2. By default the Data Model tab is selected. Review the dataset's description, data source, and fields.

   

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3. Go to Data Preview to see a sample of the first 60 rows of data.
4. Click CREATE REPORT to begin building a report with this dataset, or click Data Catalog in the breadcrumbs to return to the list of datasets.

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