Data Catalog Page

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

About the Data Catalog page

The Data Catalog page allows you to explore the breadth of your data fabric, understand your data, and build reports.

In the data catalog, you can:

• Review available datasets and processes.
• See the reports and dashboards built with a dataset or process.
• Create custom reports.
• Follow a guided experience to build a report from a dataset.

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 of the Data Catalog

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 view the data and create a report. In the Processes tab, view the datasets you have access to use in reports. Click a dataset to view details about the process and create a report. In the Guided Experience tab, use autosuggest to start creating a report from a dataset.
3	Toolbar	In the Datasets tab: Search for a dataset by its name or description. Filter the list of datasets by source type or name. Sort the list of datasets. In the Processes tab: Search for a process by its name or description. Sort the list of processes.
4	Appian AI Copilot for data fabric	(Datasets tab only) Ask questions about any dataset in your Data Catalog and receive an answer by querying your data fabric.
5	List of datasets or processes	In the Datasets tab: View a high-level summary of each dataset. Click a dataset to review its fields, data, and related reports and dashboards. Click a dataset to create a report. In the Processes tab: View a high-level summary of each process. Click a process to review average case duration, the reports and dashboards related to the process, how many cases are in the process, and the last successful process update. Click a process to 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 name of the dataset.
3	The date and time of the last full sync for the dataset.
4	The dataset's description.
5	The number of reports and dashboards that use the dataset.
6	The number of rows in the dataset.
7	The number of data sources included in the dataset, including the primary source.
8	Additional data sources grouped by vendor logo. Hover over a logo to see which data comes from that source.

Review dataset details

Before creating a report with a dataset, you can inspect it to ensure it contains the fields and values you need, and see how others are already using this data.

To review a dataset's details:

1. In Datasets tab on the Data Catalog page, click a dataset.
2. On the Overview tab, review the following:
   • Reports and Dashboards: View or manage existing reports and dashboards created from this dataset.
   • Related Datasets: View datasets that share data with the current dataset. When you build a report, you can access fields from both the primary and related datasets. These are also independently accessible in the Data Catalog.
   

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3. Go to the Data Model tab to review the dataset description, data source, and fields.

   

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4. Go to the Data Preview tab to see a sample of the first 60 rows of data.

   

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5. 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.

View a process summary

Each process in the list displays a high-level summary to help you identify it at a glance:

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#	Element
1	The primary data source. For processes, this is always the process icon.
2	The name of the process.
3	The date and time of the last successful process update.
4	The process description.
5	The average duration of cases in the process.
6	The number of reports and dashboards that use the process.
7	The total number of cases in the process.

Review process details

Before creating a report with a process, you can view high-level details about the process and see how others are already using this data. To see more information about a process, explore it from the Process Insights page.

To review details of a process:

1. In Processes tab on the Data Catalog page, click a process.
2. Review the following information:
   • Process overview: View the average case duration, the number of reports and dashboards created from the process, the number of cases in the process, and the last successful process update.
   • Reports and Dashboards: View or manage existing reports and dashboards created from this process.
   

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3. Click CREATE REPORT to begin building a report with this process, or click Data Catalog in the breadcrumbs to return to the data catalog.

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