Table of Contents
Let’s look into some concepts before you get started setting up your Verodat.
Inside Verodat, there are various product components. Please read through the detailed descriptions below:
Profiles
A "Profile" is like a digital ID card for an individual user. It contains:
Personal Information: Basic details about the user, like their name, email, etc.
Settings: Various configuration options for how the application behaves for that user.
Preferences: Choices and customizations that make the user's experience unique.
Importantly, a user's profile isn't limited to just one account. If a user is part of different organizations, their profile can exist across multiple accounts.
To access your profile settings:
Click on the Account icon in the top right corner.
Select "Profile Settings" from the opened menu.
From here, you can:
View Your Profile Details: Check and update your personal information.
API Keys:
- Automation API key: If you need to integrate with other tools or services.
- AI API key: If you need to Integrate it to AI tool
Delete Profile: You can permanently delete the selected profile within 24 hours, If you would like to revert this request please visit Profile Settings > Delete Profile tab within the 24 hours after your deletion request.
Change Your Password and Manage 2-Step Verification: Keep your account secure with password changes and additional verification steps.
Retrieve Snowflake Profile Details: Access specific details related to the Snowflake feature.
Feel free to explore these settings to tailor your experience.
Accounts
An "Account" in our application refers to an entity, usually a company or organization.
Think of it as a digital representation of your business within our system.
To view and account settings, navigate to profile icon and click the setting icon beside the account:
Each account is unique and serves as the basis for handling users and their respective workspaces.
Here's what you can do from the Accounts page:
View Account Details: See important information about your account.
Add an Account Description: Provide additional details or context about your account.
View License Details: Check out information about your license and ask for help if you need to change your license plan.
Add a Logo: Personalize your account by uploading a logo.
View and Add Users: Manage the individuals associated with your account.
View Open Invitations: Keep track of invitations sent to others.
Delete an Account: If needed, you can remove an account. Be cautious with this option as it permanently deletes the account.
Workspaces
A "Workspace" is like a dedicated virtual room within an account where users come together to work on specific datasets. Workspaces are designed for collaboration on specific datasets.
Here's what you need to know:
Creation and Purpose: Workspaces are made within an account and act as project areas or organized units where users collaborate on datasets.
Accessing a Workspace: To enter a workspace, click on the drop-down in the top left panel of the homepage.
Managing Workspace Settings: You can find and adjust workspace settings by clicking on the bottom right settings icon.
From the Workspace Settings, you can:
View Your Workspace Name: Identify the workspace you're in.
Add a Workspace Description: Provide additional context or information about the purpose of the workspace.
Add a Workspace Logo: Personalize the workspace with a logo.
AI Configurations: to connect to AI tool, generate AI api key, learn more to setup AI tool here
View Open Invitations: Keep track of invitations sent to others.
Connect Your Workspace to Snowflake: Link your workspace to the Snowflake feature.
Delete Your Workspace: If needed, you can remove a workspace.
Be cautious as this action is permanent.
Datasets
A Verodat dataset is a fundamental building block that users can tailor to fit their specific data requirements. A dataset holds detailed settings and specifications, creating a structured framework for managing and analyzing data effectively.
Key Points:
Purpose of Datasets: Datasets serve to organize and structure information, simplifying the management and analysis of relevant data.
Dataset Settings: Three core aspects are defined in the settings:
Data Requirements: Specifies needed data and its structure.
Mapping, Filter, and Validation Rules: Governs data to ensure quality and adherence to requirements.
Transformation and Enrichment Rules: Dictates formatting to meet internal needs.
Processing and Audit Trail: Verodat processes, governs, and quality-assures data, maintaining a comprehensive audit log for every data row.
Organizational Use: Organizations typically have multiple datasets, each configured with distinct rules to address various data needs.
Dataset States: Datasets can exist in five states: Design, Staging, Live, Archived, and Deleted.
User Actions: Users can create new datasets or modify existing ones based on evolving requirements.
Accessing and Managing Datasets: Datasets are accessed from your Workspace, located in the left-hand panel of Verodat. Actions include updating existing datasets, downloading dataset templates, uploading data, and creating new datasets.
For a detailed understanding, click on an existing dataset from your Workspace to make updates, download templates, upload data, or create a new dataset.
Data Requirements
Verodat revolutionises data handling, particularly addressing challenges often encountered in Microsoft Excel. Within Verodat, "Data Requirements" aren't just settings; they are the key to overcoming data hurdles. In gater360 "Data Requirements" refer to crucial settings within a dataset. Let's break down what this includes:
Target Fields: Identify the specific fields needed within the dataset, think of target fields as Excel column headings.
Data Table Structure:
Define the organisation of your data by, navigating through mappings, validations, and filters.
Configuring mappings, validations, and filters allows your data points to talk to each other and automates repeated processes to save you time.
Transformations and Enrichments: Outline formatting and enhancements to your data.
These data requirements are critical because they not only guide how data should be structured and processed but also provide essential context by offering indispensable insights:
Business Purpose Explanation: Describes the overall reason for having this dataset or the desired outcome.
Text Description of Purpose: Offers a textual overview of why this data is necessary and what the intended end data product is.
Current Challenges: Identifies and describes any obstacles or challenges faced in obtaining the required data.
Fields and Data Types: Lists the necessary fields and their expected data types, ideally supported by sample values.
Understanding these data requirements is vital for effectively managing datasets. They serve as a guide for how data should be organized and processed based on the specific needs addressed by the dataset.