How can I pin a custom GBQ project for easy access?

Question

How can I pin a custom GBQ project for easy access?

 

Answer

It is a good idea for efficiency to pin your project by hovering over the "pin" icon. From here you should be able to clear the search and see all datasets in customer-facing you have access to as well as your own customized projects

If this is the first time you are trying to access the datasets, please follow the steps below to pin the Reltio ‘customer-facing or 'customer-facing-hipaa' project in the GBQ console.

  • Click on the ‘ADD DATA’ button to view the drop-down and select ‘Pin a project’

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  •  In the dialog window, select ‘Enter a project name’ and type in the value ‘customer-facing or 'customer-facing-hipaa' project in the textbox and click on the ‘PIN’ button.

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  •  Verify that you can see the customer-facing project and it contains the dataset shared with you. 

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