📚 Collections

Organize queries, templates, and resources into collections. Share entire collections with team members for better collaboration.

Overview

Collections help you:

• Group related queries and templates
• Organize resources by project or department
• Share bundles of resources with teams
• Create knowledge bases
• Maintain query libraries

Creating Collections

1. Navigate to Collections page
2. Click Create Collection
3. Enter collection details:
   • Name: Descriptive collection name
   • Description: What the collection contains
   • Tags: Keywords for easier searching
   • Visibility: Private or Shared
4. Click Create

Adding Items to Collections

From Query History

1. Go to query history
2. Find the query to add
3. Click Add to Collection
4. Select collection

From Templates

1. Go to Templates page
2. Select template
3. Click Add to Collection
4. Choose collection

Drag and Drop

In the Collections interface:

• Drag queries from the sidebar
• Drop into collection
• Reorder items within collection

Collection Types

Query Collections

Groups of SQL queries:

• Sales dashboards
• Financial reports
• Customer analytics
• Operational metrics

Template Collections

Reusable query templates:

• Monthly report templates
• KPI monitoring
• Data quality checks
• Compliance reports

Mixed Collections

Combine different resource types:

• Project documentation
• Department resources
• Training materials
• Best practices

Sharing Collections

Share with Users

1. Open collection
2. Click Share
3. Select users or roles
4. Set permissions:
   • View: See collection contents
   • Use: Execute queries/templates
   • Edit: Modify collection
   • Admin: Full control
5. Click Share

Share with Roles

Grant access by role:

• Share with "Sales Team" role
• All users with that role get access
• Permissions update automatically
• Easy bulk sharing

Public Collections

Make collections visible to organization:

• Mark collection as "Public"
• All users can view
• Great for common resources
• Knowledge sharing

Managing Collections

Organizing Items

Keep collections structured:

• Reorder items by drag-and-drop
• Add section dividers
• Group related items
• Add descriptions to items

Collection Metadata

Enhance discoverability:

• Tags: Categorize collections
• Owner: Primary maintainer
• Contributors: Who can edit
• Last Updated: Track freshness
• Usage Stats: View popularity

Version Control

Track changes over time:

• View collection history
• See who made changes
• Restore previous versions
• Compare versions

Using Collections

Browse Collections

Find what you need:

• View all collections
• Filter by tags
• Search by name or content
• Sort by recent, popular, or alphabetical

Execute from Collections

Run queries directly:

• Open collection
• Click on query/template
• Execute immediately
• Results open in new tab

Fork Collections

Create your own copy:

• Start from existing collection
• Customize for your needs
• Maintain separately
• Track back to original

Example Use Cases

Sales Dashboard Collection

Data Quality Collection

Onboarding Collection

Best Practices

• Descriptive Names: Clear collection names
• Good Documentation: Describe purpose and contents
• Regular Updates: Keep collections current
• Logical Grouping: Group related items
• Appropriate Sharing: Share with right people
• Use Tags: Make collections discoverable
• Review Permissions: Audit access regularly

Permissions

Collection permissions:

• collections.create: Create new collections
• collections.read: View collections
• collections.update: Modify collections
• collections.delete: Delete collections
• collections.share: Share with others