Projects
Projects act like folders that contain various entities, such as dataframes, queries, or scripts. They are essential for organizing, managing, and sharing data.
Saving entities to projects
When you work on an entity (like a table or a query), your changes to it aren't saved automatically. If you close or refresh the browser, all unsaved data will be lost. To save your work, you must manually upload the modified entity to the server.
All Datagrok entities are stored in projects. Subject to your privileges, you may choose between saving an entity to its original project, or saving it to your personal project.
Project hierarchy
In Datagrok, there are two types of projects:
- Root projects: Act as the primary namespace and can include child projects.
- Child projects: Exist under root projects and are prefixed with the name
of the root project they belong to. For example, the name
Demo:CoffeeCompanyindicates thatCoffeeCompanyis a child project under the root projectDemo.
Datagrok automatically creates root projects for plugins and users:
- Plugins: Each plugin version is a child project under the corresponding root project.../../navigation/basic-tasks/img/project-upload-data-sync.png
- Users: Unless you choose an existing project, any entity you create is
saved to your personal root project, accessible under My
stuff in the Browse view (e.g.,
jdoe:MyNewDashboardorjdoe:MyNewQuery).
The Browse view organizes projects in a tree that governs their hierarchy. You can create and manage your own project hierarchy under Namespaces:
- To create a custom root project, right-click Namespaces and select Create Namespace... This opens a dialog for naming your project.
- To create a child project under an existing project, right-click it and select Create Child Namespace.... This opens a dialog for naming your project.
You can create as many root and child projects as you like. You can also manually change the project's type in the Context Panel under Namespaces. Changing a project from child to root moves it to the top level of the Namespaces directory, and updates the names of all entities in it.
Subject to your privileges, you can move any entity to your personal root project or any project within Namespaces. To do this, click an object in the Browse tree and start dragging. As you drag, potential directories are indicated with the dotted border.
Moving entities within Browse affects their hierarchy, names, privileges, and designations as root or child projects.
When moving entities, you have two options:
- Move: Move an entity to a new location. The entity will be renamed, and the original location will link to it. The entity will also adopt the permissions of the new directory.
- Link: Link an entity to its original location. You can't edit linked enities, but you can clone them. Linked entities are marked with a link icon.
Scratchpad
The Scratchpad is as a temporary project for entities that haven't been saved in Datagrok or those that have been modified. It is located at the top of the Browse view, just below the Top Menu.
Any entity you open from Browse or any table you generate by opening a file or running a function like a database query, is automatically added to the Scratchpad.
To permanently save any newly created or modified entities, click the SAVE button located on the Scratchpad or at the top of your current view. This button remains greyed out until additional changes are made.
Entities must be placed in the Scratchpad or in another project. Thus, when you remove an entity from its original project and do not move it to a new one, it automatically transfers to the Scratchpad. If you then remove that entity from the Scratchpad, it closes. To remove entities from the Scratchpad or any open projects, use the Context Menu. You can also use drag and drop to move entities within the Scratchpad and between the projects in the Browse tree.
Searching projects
To find projects using smart search, you can use this metadata:
| Field | Description |
|---|---|
| name | |
| description | |
| createdOn | |
| updatedOn | |
| author | User object |
| starredBy | User object |
| commentedBy | User object |
| usedBy | User object |
Resources
YouTube videos:
Dynamic Dashboards
Building dynamic dashboards using database queries