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Views

An easy way to revisit your most frequent searches

Updated over 3 months ago

A View in dScribe Catalog allows you to customize search results based on your preferences. You can filter data, adjust column displays, and share settings with colleagues for seamless collaboration.

Creating a View

dScribe provides predefined views (e.g., All Assets, Recently Created), but you can also create custom views with your own filters and layout settings.

To create a custom view, follow these steps:

  1. Navigate to the Search Page.

  2. Apply the filters, sorting options, grouping, or column settings you want to save.

  3. Click on Open Views, then select Create New View.

  4. Enter a name.

  5. Choose a visibility setting:

    • Private: Only you can access the view.

    • Public: All members of your organization can access it.

  6. Click Save.

In this example, we’ve selected not validated reports from a Power BI source. For the Power BI view, it’s a good idea to display the workspace as a column and hide unnecessary filters that aren’t useful here, like Followed.

Please note: Only administrators can create Public views.


Editing a Saved View

To update a view, click on Open Views and select the view you want to edit. You can:

  • Modify filters in the Filters Panel.

  • Adjust key filters by clicking the settings icon next to Key Filters.

  • Change sorting by clicking the Sort button and selecting an option.

  • Modify table columns by selecting which ones should be visible and in what order.

After making your changes, a Save view button will appear at the top right. Click Update View and save your changes.

  • Why can’t I edit a public view?
    If you're unable to edit a public view, it's likely because you don’t have the necessary permissions. Currently, only admins have the ability to make changes to public views or the default 'All Assets' view.


Cloning a View

To duplicate an existing view:

  1. Open the view you want to clone.

  2. Click Open Views to go to the All Views panel.

  3. Click Create new view.

  4. Save it with a new name.

The new view will have the same filters as the original.


Configuring View Tabs

You can control which views appear as tabs on the Search Page. The All Assets view is the default and will always open first when you navigate to the Search Page.

  • To open an existing saved view, go to Open views and select a view from the All views panel. Once opened, the tab will remain pinned.

  • Reorder tabs by dragging and dropping them.

  • Remove a tab by clicking the X (you can reopen it via the All views panel).


Managing Views

You can manage your existing views via the All Views panel.

  1. Click Open Views.

  2. From the list, select the view you want to manage.

  3. Click the three-dots menu to:

    • Rename a view

    • Delete a view

    • Copy view link (to share with colleagues)

    • Subscribe for notifications

  • Best Practices for Using Views

    • Use clear names: Use descriptive names for your Views to quickly identify their purpose (e.g., "Q3 Sales" or "Pending Approvals").

    • Limit public views: Avoid clutter by sharing only essential views with your team.

    • Leverage key filters: Save the most relevant filters so users can quickly access key data.

    • Encourage adoption: Share the Copy View Link to engage colleagues and ensure they use the right view.


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