Common actions
Applies to: Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace
Kyvos Azure Marketplace Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)
From Datasets files to workbooks, most objects in Kyvos share a set of common actions.
The steps to do these actions are the same regardless of the type of object you are using. For some of these object types, you can select multiple items using Control+shift. Depending on the object type, you may be able to copy, move, or delete multiple items at a time.
Objects types include:
Files
Datasets
Semantic models
Workbooks
Note
Kyvos uses roles to control access to product features. Depending on your role, you may not have access to all of the features shown in this guide.
If you don't have read access to an object such as a semantic model or workbook, you will see a message that it is read-only when you open the object. If you make changes, you need to use Save As or your changes will be lost.
You can also access additional object types that are part of workbooks. Select a workbook, then you can select:
Worksheets
Dashboards
Tips
Not sure if something is an object or what you can do with any particular object?
Right-click it to display a menu of available options.
Here are the common actions:
- Set as Landing Page
- Adding a note to an object
- Previewing an object
- Changing workspace settings
- Editing code
- Renaming an object
- Filtering data
- Duplicating an object
- Working with folders
- Validating an object
- Viewing email histories
- Setting properties
- Scheduling processes and viewing process histories
- Refreshing data
- Deleting an object
- Sharing an object
- Adding an object
- Opening an object
- Subscribing to object notifications
- Working with objects
- Moving an object
Related content
Copyright Kyvos, Inc. All rights reserved.