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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.
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.

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.

Renaming folders

To rename a folder:
  1. Open the folder’s action menu.
  2. Select Rename.
  3. Enter the new name.
  4. Click Save.
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:
LevelAllows
Can viewView the folder and its contents
Can editRename the folder, move content into it, and create subfolders
Full accessFull control including moving and deleting the folder, and managing folder permissions
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.