Introduction

What are Views

Saved Views are predefined queries on a specific Dataset. A View doesn’t store the data itself, but dynamically displays the data fetched from the underlying Dataset each time it is accessed.

Each View has a View Descriptor, which is a list of Filters that define the query logic for the View. When a View is accessed, the View Descriptor is applied and the matching data is queried. A View Descriptor may include multiple Filters, as well as textual and similarity search queries.

How Views work

• Exploring a View shows the data that matches the View Descriptor in that specific point in time
• Views belong to a specific Dataset and can only query that Dataset
• Every Dataset collaborator is able to see, create and delete Views (including of other Dataset Collaborators)
• Every Dataset has a "Views" tab that lists all of the available Views, but they are also available directly from within the "Explore" tab
• Views are immutable for now. This is expected to change in the future

Why Save Queries as Views

Saved Views allow you to organize your data by preserving filter combinations or queries as reusable views. This feature streamlines data management, ensures consistency, and reduces repetitive work when navigating large datasets. Views help you:

• Efficiency: Quickly access frequently used subsets of data without reapplying filters or rebuilding queries
• Consistency: Ensure team members can access the same subset of data using shared Saved Views
• Flexibility: Create views tailored to specific workflows, such as "Training Data" or "Outliers"

Managing Views

Saving a query as a View

When you want to save a query as a View:

1. Open the Dataset exploration page
2. Slice and dice the data using the different filters
3. If you feel this set of filters could be useful in the future, click on the “Save as View” action
4. The system will ask you for the View name
5. After you provide a descriptive and unique name, click the “Create View” button
6. The system shows a success notification and the View is created

Exploring a View

When you want to explore a previously saved View:

1. Open the Dataset exploration page
2. Click on the "Views" button
3. The system will show the Views available for this Dataset
4. Find the relevant View and clicks on it
5. The system will apply the selected View on the page and show the relevant results

A couple of additional points:

• You can switch between Views by repeating this flow and selecting a different View
• You can clear the selected View by clicking on the "Views" button and then on the selected View name

Sharing a View

When you want to share a View with a colleague:

1. Go to the "Views" tab and find the View you would like to share
2. Click on the “Share View” button
3. The system opens a window that allows you to type an email address
4. Insert the email of your colleague and click “Share”
5. A success message is presented and the system sends your colleague an email with details about the View and an “Open View” action

Deleting a View

In case you want to delete a View:

1. Go to the "Views" tab and find the View you would like to delete
2. Click on the “Delete” button
3. The system will confirm you are sure you want to delete the View
4. Once you confirm, the system will delete the View and show a success message