Finding Data Sources

The Library provides simple tools to find your data sources quickly.

Search Bar

Use the search bar at the top of the Library to find sources by name.

How to search:

1. Click in the search bar (or start typing)
2. Enter part of the source name
3. Results filter automatically as you type

The search matches against source names, so use descriptive names when uploading files or creating connections.

Filtering Sources

Two dropdown filters help narrow down your view:

Origin Filter

Filter by where the data came from:

• All Origins: Show everything
• Uploads: Files you’ve uploaded directly
• Google Drive: Files from Google Drive
• PostgreSQL, MySQL, etc.: Database connections

Status Filter

Filter by connection status:

• Active: Sources that are ready to use
• All: Show all sources regardless of status

Finding What You Need

Tips for locating sources:

• Use descriptive file names when uploading (e.g., “Q4_2024_Sales.csv” not “data.csv”)
• Filter by origin type if you know where the data came from
• Recent uploads appear at the top when sorted by date

Source Information

The Library table shows key information for each source:

Column	Description
Name	The source name (file name or connection name)
Origin	Where the data came from (Uploads, Google Drive, etc.)
Date Added	When the source was first added
Updated Date	Last time the source was refreshed
Status	Current status (Ready, Error, etc.)
Size	File size (for uploaded files)

Actions

Each source has action buttons on the right:

• Edit: Modify source settings
• Download: Download the source data
• Share: Share access to this source
• Delete: Remove the source from your Library

Next Steps

• Library Overview - Understand what the Library is for
• Organizing Sources - Best practices for naming and managing sources
• Integrations Overview - Connect new data sources