Folders

As your team creates workbooks, dashboards, and explorations, folders help you keep content organized and easy to find. Folders provide a hierarchical structure that mirrors how your team thinks about its data — by team, project, domain, or any other grouping that makes sense.

Creating folders

To create a folder:

1. Navigate to the Workspace page.
2. Click New folder.
3. Enter a name for the folder (up to 255 characters).
4. Click Create.

You can also create folders inside existing folders to build a nested hierarchy. Open the parent folder first, then follow the same steps.

{/* Screenshot: Workspace page with the "New folder" button visible in the toolbar and the folder name dialog open, showing the name input field and Create button. */}

Folder names must be unique within the same parent folder.

Nesting folders

Folders support up to 10 levels of nesting, allowing you to build detailed hierarchies. For example:

Workspace (root)
└── Marketing
    └── Campaigns
        └── Q1 2025
            └── Email Performance

Each level provides further categorization while keeping content accessible through the folder tree.

What can go in a folder

Folders can contain the following content types:

• Workbooks — multi-tab analyses built with the semantic layer or source SQL
• Dashboards — published views of workbook reports
• Explorations — saved explorations from Analytics Chat or the Explore page

Content that is not placed in a folder appears at the root level of your workspace.

{/* Screenshot: Workspace page showing a folder containing a mix of content types — at least one workbook, one dashboard, and one exploration visible in the list. */}

Moving content into folders

To move a workbook, dashboard, or exploration into a folder, open the item's action menu and select Move. Choose the target folder from the folder picker and confirm. You can also move items to the root level by selecting the workspace root as the destination.

{/* Screenshot: The folder picker dialog that appears after clicking "Move" on a workbook, showing the folder tree with nested folders to choose from and a confirm button. */}

Renaming folders

To rename a folder:

1. Open the folder's action menu.
2. Select Rename.
3. Enter the new name.
4. Click Save.

{/* Screenshot: A folder's action menu (three-dot / context menu) open, showing options including Rename, Move, Share, and Delete. */}

The new name must be unique within the same parent folder.

Moving folders

You can rearrange your folder hierarchy by moving folders to a different parent:

1. Open the folder's action menu.
2. Select Move.
3. Choose the new parent folder (or the workspace root).
4. Confirm the move.

A folder cannot be moved into one of its own subfolders.

Deleting folders

To delete a folder:

1. Open the folder's action menu.
2. Select Delete.

A folder can only be deleted if it contains no subfolders. Move or delete any subfolders first.

Folder permissions

Folder access is controlled through three permission levels:

The creator of a folder automatically receives Full access.

To learn how to share folders with users, groups, or your entire organization — and how permissions are inherited by content inside folders — see Share content.