Viewing the dataset list and details

Viewing the list of datasets

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 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 by their assigned tags:

Dropdown list to filter datasets by their assigned tags
  1. Click Filter by tags.

  2. In the tag list, click each tag to include. To remove an included tag, click it again. To find a specific tag, in the search field, type the tag name.

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

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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

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