Entities in Zoho DataPrep

Entities in Zoho DataPrep

   
 The following entities are available as part of Zoho DataPrep.
  1. Organization
  2. Workspace 
  3. Datasets
  4. Ruleset Template
  5. User groups
  6. Saved data connections

DataPrep - Organization

An Organization is set up by the Account admin for your organization in DataPrep.

An organization is tied to one account and the Account admin will have full access to perform read, write and share operations in all workspaces, datasets, ruleset templates, and other entities such as the saved connections and user groups of their organization. 

There can only be one user tied to the Account admin role at any given time in Zoho DataPrep.

Click here to learn more.





Workspaces

Workspaces are entities that hold the various datasets imported into Zoho DataPrep. Organization admins carry out the responsibility of creating and managing workspaces in DataPrep.

Organization admins in Zoho DataPrep are designated by the Account admin during the DataPrep setup process.

The workspaces are displayed on the Home Page and they can be shared by the Organization admins to other users with edit, share or export permissions.




Datasets

Each workspace can contain multiple datasets. A dataset is a collection of discrete items of related data.

The collection of datasets are visible on the Workspace Details page. Datasets can be reloaded with data, exported, shared, renamed and more from the workspace details page.



Ruleset Templates

The transforms applied on a dataset can be saved as a ruleset template and shared with other users. You can save the entire ruleset as a template or select specific rules and save them as a ruleset template. Click here to learn about Rulesets.



To save ruleset as template

1. Open your dataset and click the Ruleset icon in the top-right corner to view the Ruleset pane.

2. Click the  icon and choose the Save as template option to save all the rules as a ruleset template. You can also select specific rules and save them as a ruleset template.

3. Enter a Template Name, Description (optional) to the template (e.g. "Marketing data") and click Save



Note: The parsing details are saved only if all the rules in the ruleset are saved as a template.

Customize ruleset template

You can select specific rules and save them as a ruleset template.

To customize ruleset template

1. Select the rules that you want to save as template.

2. Click the   icon choose Save as Template option.

3. Provide a Template Name and Description (optional) to the template.



4. Click Save.

You can view, share, rename and remove the templates from the Ruleset Templates tab on the Workspace details page.



Sync Status

Users can view the sync status of the workspace from the Sync status tab on the workspace details page. 



The status of the import and export schedules can be viewed here. Click the respective icons to view each of the import, prepare, and export summary of the schedule.



You can click the View sync status for all workspaces link at the top-right corner. The sync status for all the workspaces in the organization will be listed here.



You can also click the Operations history icon near each sync status to view and track its previous states and time of occurrence of the import and export schedules.



User groups

Users can create user groups to share entities. User groups can be created to share entities such as workspaces, datasets, ruleset templates and saved data connections to a group of users. 

A user can create any number of user groups to share entities to users in bulk. User groups can be assigned with roles which determines the permissions all users in the group can have for the entities shared with the group. 

The groups created by the Account admin and the Organization admins will be visible to all the users in the organization. The groups created by users other than account admin and organization admin will be visible to all the users from the Sharing panel to share datasets or workspace. Any user with sharing permissions can share entities with these groups. However, you can view those groups under the User ad group access > Groups tab, if you are:
  1. A workspace admin: You can access the user groups that you created, groups to which you have shared any entity, and the groups in which you are a member. You can also edit the sharing permissions of the groups created by you and the groups where an entity is shared. You can manage, rename and delete groups that were created by you as a workspace admin.

  2. An Editor: You cannot create a group but you can view the groups in which you are a member and those groups to which you have shared an entity. You can also edit the sharing permissions of those entities shared by you. 


Saved data connections

DataPrep saves your data connections to avoid hassles in keying the connection details often.

The saved connections can be accessed from the Choose a data source section while importing the dataset.

You can share, edit and remove the saved data connection as required.





Notes
A user to whom the saved connection is shared can only use the connection to import or export data through the connection.
They cannot share, edit or remove the saved connection.

SEE ALSO

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Zoho DataPrep's Home page

                                                                                                                The home page gives you a brief overview of the workspaces you own, where they are located, and the workspaces that are shared with you. From Zoho DataPrep's home page, you can manage your Zoho DataPrep account, create and manage workspaces. The ...
                                                                                                              • Ruleset in Zoho DataPrep

                                                                                                                This page covers the following sections: What is a Ruleset? Data source settings Ruleset operations Options with individual rules Ruleset Templates What is a Ruleset? Each transform applied on the dataset is stored in DataPrep as a rule, in order of ...
                                                                                                              • Workspace details page

                                                                                                                The workspace details page lists all relevant information about the workspace and its child entities. It includes details on the datasets, ruleset templates, and the sync status of each dataset within the workspace. You can do Page tour by clicking ...
                                                                                                              • Databridge in Zoho DataPrep

                                                                                                                Zoho Databridge is a lightweight independent utility that connects your on-premise data source and Zoho applications to import data. In other words, you can quickly and securely transfer data from your internal network to Zoho applications. With Zoho ...
                                                                                                              • Zoho DataPrep Pricing FAQ

                                                                                                                1.1 What are "rows processed"? A row can be defined in the context of a dataset. In simple terms, a dataset consists of rows (records) and columns (fields). Each row in a dataset represents a set of related data and has the same structure. For ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources