Atlan Support FAQs 


Account Setup


  1. How can I set up my account on Atlan?


You can currently join Atlan by invite only. If your team is already on Atlan, you can ask a user with permission to invite users to send you an invite via email. Simply click on the invite link received in your inbox and follow the steps onscreen. You’ll be set up on Atlan in no time at all!


Interested in setting up your team on Atlan? Great! You’ve taken the right first step in democratizing your data and improving collaboration on data projects. To get started, please email us at support@atlan.com and we’ll get back to you, pronto!


  1. How do I invite my team members to join me on Atlan?


Inviting team members to join you on Atlan is super fast and easy—you just have to follow a few, simple steps. But keep in mind that by default, only admins can invite new users to join Atlan.


If you’re an admin or do have permission to add a new user, great! Read on and follow the steps given below.

  • Go to the Users tab on your left.

  • Click on the option to add a new user.



  • Follow the instructions that pop up.

  • Enter the email ID(s) of the user(s) you want to invite.

  • You can choose to add them to an existing group or skip this step and click on Attach policies (you will have to attach either a group or policies or both to the new user).

  • Click on the Invite button on the right. And voila! Your invitation has been sent.

  • You can view the status of your invitation under the View invitations tab itself.



  1. I had invited my teammates to join me but the invite has expired. What do I do?

           

Atlan invites expire in a week’s time. In such cases, you need to follow the steps given below.

  • Go to the Users tab and click on View Invitations. You will be able to view the status of sent invitations in the Status column.

  • If a link has expired, you can send a fresh invite by clicking on the email icon against a user’s name. You can also click on the same button to remind a user to join your team.



  • As soon as you send/resend the invite, the expiry date column will start showing the updated number of days.


  1. I forgot my password. How can I reset it?


Don’t worry, help is at hand! To reset your password, follow the steps given below.

  • Go to the login screen of Atlan.

  • Click on the option that says Reset password.

  • Check your email—you should have received an email with a link to reset your password. Check your spam folder as well.

  • Click on the link and enter your new password. We suggest you open the reset password link in a Google Chrome web browser for the best experience.


  1. My user does not have access (Shows ‘Access Denied’) to a particular catalog, workflow or feature on the platform, what should I do?


If you are getting a message of ‘Access Denied’ on your screen, It means that your user has not been given access this feature which you are trying to access. You need to contact you admin to grant you the following permissions. If you are still not able to get access, drop us an email at support@atlan.com

     


Catalog 


  1. I can’t find a catalog that I created. What should I do?

     

    You can search for your catalog in a few different ways, as given below.

  • Approach 1: Press ctrl+k to access the quick search modal. Type in the name of your catalog and select the one you are looking for.

  • Approach 2: Go to the Catalog tab and search for the catalog name in the search field on top of the screen.

      • You will be able to see 10 catalogs per page, and can go to the next page by using the page arrows.

      • You can also search by time of catalog creation and by alphabetical order. (Add screenshot)

  • Approach 3: If you do not remember the name of the catalog, you can use the filters given on the left to reduce the number of catalogs and search through them. Eg: select your name as the user to see only the catalogs created by you.


  1. How can I view or query a previous version of my catalog?


    To check or view a previous version or revision of your catalog, follow the steps given below.

  • Open the catalog that you want to view and click on the Revisions tab. All revisions of your catalog will be listed here by the time of creation.

  • Once you have identified the revision you want to open, click on the three dots on the extreme right-hand side of the version and click on Query Revision.



  • You will be able to run a query on the revision and see a preview of 100 rows.

  • You can also directly run a query on any revision by using the following SQL command in the Insights section of Atlan - SELECT * from "hidden_boat_5f67(revision id, which is given on the revisions page)" LIMIT 100

  • If you only want to view the column names of the revision and not the complete data, you can click on the three dots against the revision you’re interested in and click on View Details. You will be able to view all the column names as well as the source file details of the revision.


  1. I want to understand the quality of my data? How can I do that?


Glad you asked! Atlan helps you understand the quality of data by giving you the option to generate a data dictionary for each catalog. To generate a dictionary for a catalog, please follow the steps given below.

  • Open the catalog whose quality you want to understand and click on the Dictionary tab.

  • Click on the Generate Dictionary button that appears as a pop-up in the center of the screen.

  • Give it a few seconds and tada! Your dictionary will be generated and you will be able to see a summary of each column of your catalog. ? 

  • You can also share the dictionary with anyone as a link or download it as a PDF.

  • You can also generate a dictionary for any given revision of a catalog. For this, simply click on the three dots that appear against any catalog revision and click on View Dictionary.

  • On the top left, the current revision ID is given with a drop-down to select any other revision ID to create the dictionary. 


  1. Can I share my catalog with someone who is not on Atlan? How can they view it?


In order to protect the integrity of your data, a non-Atlan user will not be able to view a catalog created on Atlan. The catalog link will not be accessible to them.


But you still can share your Atlan catalog with a non-Atlan user through other mediums of data sharing, such as by uploading the catalog on a shared Google drive, attaching the catalog as a Microsoft Excel attachment or pushing the catalog to an S3 bucket and sharing the bucket with the non-Atlan user. Do note that data profiles cannot be shared unless the user is on Atlan.



  1. I want to add owner and status labels to my catalog. How can I do that?


To add owner and status labels to your catalog, follow the steps given below.

  • Go to the Catalog section and identify the catalog for which you want to add the labels.

  • Click on the three dots on the right hand-side corner of the catalog. You will be able to see a list of actions including change table owner, update table status, etc.

  • To change or add owner, click on the first option to change owner. Browse through the list of all Atlan users and choose the user you want to assign as the owner of the catalog. 

  • Click on Update and the owner label will be updated.

 


  • Similarly, to update the status of the catalog, select the ‘Update table Status’ option.

  • Choose one of the four available status options and click on Update. The status tag and its symbol will be updated. 


  1. Can I download my data table from Atlan?


Yes, you can download any Atlan catalog as a CSV to your system, provided that you have permission to do so. To download a catalog, follow the steps given below.


  • Go to the Query tab inside the catalog you want to download. 

  • Click on the fourth option: Download.



  • The Download button will change status from ‘Generating your csv file’ to ‘Download data’ in blue font color once your file is ready for download. You can also see the progress on the extreme left, in the Downloads option. 



  • Please note: The number of rows that will be downloaded depends on the limit applied in the SQL query written below it. To download all rows, remove the limit. However, you will not be able to download more than 10,00,000 rows as Microsoft Excel does not load more rows in one sheet. To manage this, we suggest that you select the rows you need by filtering via the SQL tab.


  1. My catalog is revisioning from a long time, what should I do?

    1. Check your internet connection. If the connection is poor, the blue ribbon on top will turn orange and show a warning of bad internet connection.

    2. Check the Health tab for the number of concurrent queries.

    3. Please write to us at support@atlan.com.


  1. Can I change the name of my catalog? Are there any repercussions?


Sure! It’s only human to add a messy or undescriptive name while creating a catalog in a hurry or for the first time. That’s why we make it easy for you to change the name of a catalog whenever you want, and as many times as you want. 


To change the name of a catalog, simply follow the steps given below.


  • Click on the three dots given on the extreme right hand-side of the catalog and click on the Edit Description option.



  • Enter the updated details in the modal that will pop up. And all done - the catalog name has been updated!


  • Please note that while a change in name will not affect any of the workflows that run on the catalog, changing the alias of the catalog will do so. Hence, please be sure that you want to change the alias before proceeding.





  1. Can I directly import my catalog into Microsoft Excel?


Absolutely! Microsoft Excel is one of the oldest and most popular data tools used the world over. We have made it easy for you to import your catalog into Microsoft Excel with our nifty integration.


To import your data, simply follow the steps given in the links below:

Excel Plug-in: https://docs.google.com/document/d/1MokKILJzRq08bGdNlKzC3sA7KxkCbMbBo9EKaoX0y28/edit


ODBC: https://drive.google.com/drive/u/0/folders/1u8BxRFf-kcTP9YF2dmLsJaBd5jZZPK_f


  1. Can I directly import my catalog into PowerBI?


Yes, absolutely! Atlan gives you the power to visualize your data in your favourite BI tool with a seamless integration with PowerBI. 


To import your data, simply follow the steps given in the link below or watch the video guide.


PowerBI connection doc: https://docs.google.com/document/d/1n-TsXmOYzhFyLApzLLSG9ByI3nC1t4nYQQqicBY0OFw/edit


PowerBI guide video: https://www.youtube.com/watch?v=zMYxaFTOnQc&feature=youtu.be



Workflows


  1. How to create, run & monitor a new workflow?


I can sense your curiosity to create and run your own workflow. Facing troubles to figure out how to do it, follow the steps given below:


  • Go to the workflow tab on the next left panel

  • Click on the blue button on the left which reads as ‘Create a new workflow’

  • Give it an appropriate title, description and meta tags.

            

  • As soon as you click on Create, the builder page of the workflow will open up. This is your canvas to start drawing your data workflow by dragging a dropping input, output and the in-between transformation nodes.

  • Once your workflow is ready on builder, you can test it using the Test workflow option given at the bottom right. This will help you evaluate your workflow before publishing it and running it live. Also, it runs on sample rows hence will take less time to execute and fetch results.