Project management

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In DataV-Note (intelligent analysis), a project is the basic organizational unit for all your data analysis. This article describes how to create, view, and manage projects.

Prerequisites

You have a workspace. A workspace is the fundamental unit in DataV-Note for managing business data and projects. All projects must be created within a workspace. To create a workspace, see Create a workspace.

Note

After you activate DataV-Note, the platform automatically provides a default workspace. If you need to manage different types of business data, you can create multiple workspaces to ensure data isolation.

Create a project

  1. Log on to the DataV-Note console.

  2. Create a project.

    You can create a project in either of the following ways:

    • Method 1: In the Projects area in the navigation pane on the left of the Workbench page, click Create Project.

    • Method 2: On theWorkbench > All Projects page, click Create Project in the upper-right corner.

  3. Configure the project information.

    In the Create Project dialog box, enter a project title and project description, and then click OK. After the project is created, you are automatically redirected to the project editing page. On this page, you can import, query, and analyze data. For more information, see Data source management and Data analysis and report creation.

    Note

    DataV-Note allows you to import native Notebook-authored .ipynb files. In the Create Project dialog box, click Advanced Settings and follow the on-screen instructions to upload your file.

Manage projects

On theWorkbench > All Projects page, you can view summary information for all your projects and perform management operations.

image

You can perform the following operations as needed.

No.

Actions

Description

1

View a list of projects by filter

You can view projects on the All, Editable, Published, and Favorites tabs. In the project list, you can view summary information for each project, such as its name, description, and publication status.

Note

Editable projects are those that you have permission to edit. For more information about permissions, see Manage workspaces.

2

Search for a project

You can find a specific project by searching for keywords in its name.

3

Favorite a project

Click the image icon on a project to add it to your favorites. When you have many projects, you can favorite the ones you use frequently for quick access. Favorited projects appear on theAll Projects > Favorites tab.

4

Edit a project

Click the image icon to open the project's editing page. On the editing page, you can import, analyze, and generate an analysis report.

5

View reports

Click the image icon to view the analysis reports created in the project.

Note

You can only view reports that have been published. For information about how to publish a report, see Publish a report.

6

Copy a project

ClickMore (image) > Copy to quickly create a new project with the same content. A_copy suffix is automatically appended to the copied project's name. You can change the project title as needed.

Delete a project

ClickMore (image) > Delete to remove a project you no longer need.

Important

Deleted projects cannot be recovered. Proceed with caution.