DataLens workbooks and collections
Workbooks and collections are a new way to store objects in DataLens, which is alternative to the old navigation across folders. This new approach allows you to place DataLens objects in special containers:
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A workbook stores connections, datasets, charts, and dashboards.
Workbook
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A collection is a container used for grouping workbooks and other collections.
Features of the new approach
Workbooks make it much easier to work with objects:
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They allow you to consistently set up permissions to linked objects: connections, datasets, charts, and dashboards.
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With them, you can set up permissions for user groups.
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You can copy workbooks maintaining the integrity of internal links and making their copies independent of the original.
Note
Copying workbooks with file connections is not supported.
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You can group workbooks into collections.
Object storage in workbooks and in folders of the old object model does not overlap:
- A workbook cannot be placed inside a folder.
- An object from a workbook cannot be added to a dashboard placed inside a folder.
- Folders do not support customization of user group access.
- An object from a workbook cannot be moved to a folder.
How to enable workbooks and collections
Warning
- To enable workbooks, a user must have the
datalens.adminrole. They can do this only if a DataLens instance is deployed at the organization level. - Only workbooks and collections are available in new DataLens instances.
To get started with workbooks:
- Go to the service settings.
- Under Workbooks, click Enable workbooks.
To transfer any object from a folder to a workbook, perform migration. If you are not going to use folder navigation anymore, you can disable it.