Viewing the dataset list and details

Displaying the Datasets page

To display the Datasets page, in the navigation menu, click the datasets icon.

Datasets page

The datasets list only displays the datasets that you have access to.

Users who have the global permission View all datasets can see the complete list of datasets.

For each dataset, the Datasets page includes:

• The name of the dataset
• The number of files in the dataset
• Any tags assigned to the dataset. For datasets that you can edit, there is also an option to assign tags. For more information, go to Assigning tags to datasets.
• The user who most recently updated the dataset
• When the dataset was created

Filtering the list of datasets

Textual preserves the applied filters throughout the current session.

Filtering the datasets by name

To filter the datasets by name, in the search field, begin to type text that is in the dataset name.

As you type, the list is filtered to only include datasets with names that contain the filter text.

Filtering the datasets by tag

You can assign tags to each dataset. Tags can help you to organize and provide a quick glance into the dataset configuration.

On the Datasets page, to filter the datasets based on whether they are assigned specific tags:

Tag filter for the datasets list

1. Click Filters.
2. On the filter panel, expand the Tags section.
3. In the tag list, check each tag to include. The datasets list is filtered to only include datasets that have any of the checked tags. To find a specific tag, in the search field, type the tag name.

Filtering the datasets by creator

To filter the datasets based on the user who created them:

1. Click Filters.
2. On the filter panel, expand the Creator section. Your username is always at the top of the list.
3. In the creator list, check each user to include.

   The datasets list is filtered to only include datasets that were created by one of the checked users. To find a specific user, in the search field, type the user email address.

Filtering the datasets by source type

To filter the datasets based on the location of the source files:

Source type filter for the datasets list

1. Click Filters.
2. On the filter panel, expand the Source Type section.
3. Check each source type to include. The datasets list is filtered to only include datasets that contain files from one of the checked source types.

Filtering the datasets by file type

To filter the datasets based on whether they include specific types of files:

File type filter for the datasets list

1. Click Filter.
2. On the filter pane, expand the File Type section.
3. In the file type list, check each file type to include. The datasets list is filtered to only include datasets that contain files for at least one of the checked file types.

Sorting the list of datasets

You can sort the datasets list by:

• Name
• Number of files
• Creation date
• Most recent update date

To sort by the name, file count, or creation date, you can click the column heading. To reverse the sort order, click the heading again.

You can also select the sort option from the sort dropdown list. The sort dropdown list displays the current sort order. It also provides the options to sort by the date that the dataset was most recently updated.

Sort options for the datasets list

Displaying details for a dataset

Required dataset permission: View dataset settings

To display the details page for a dataset, on the Datasets page, click the dataset name.

Dataset details page

The menu across the top includes:

Project files	The list of files in the dataset. For a cloud storage dataset, where the files can be located across multiple folders, Textual navigates to the first folder that contains selected dataset files.
Entities Catalog	The list of detected entity values in the dataset.
Entities Analytics	Summarizes the count of entity values by entity type.
Dataset search	Allows you to search for a word or phrase, to determine whether it was detected.
Entity settings	The list of entity types, with options to configure how Textual transforms the entities for each type.
Project settings	Settings to configure: Dataset name Credentials for cloud storage Output location for cloud storage Handling of .docx and PDF file components
Confidence Thresholds	For custom entity types and imported entity types that are active for the dataset, shows the confidence range for the detected values. Also allows you to set a confidence threshold below which Textual ignores the detected values.
Audit log	Tracks changes to the dataset configuration and downloads of dataset files.