diff --git a/docs/README.md b/docs/README.md index eb2b2587eb56f8755d1ebc7e53fec614aac20801..fa3539ab718328cc7b9eba5a91fe78d9a537a081 100644 --- a/docs/README.md +++ b/docs/README.md @@ -127,6 +127,7 @@ Metabase's reference documentation. - [Basic exploration](./exploration-and-organization/exploration.md) - [Collections](./exploration-and-organization/collections.md) - [History](./exploration-and-organization/history.md) +- [Trash](./exploration-and-organization/delete-and-restore.md) - [Data reference](./exploration-and-organization/data-model-reference.md) - [Events and timelines](./exploration-and-organization/events-and-timelines.md) - [X-rays](./exploration-and-organization/x-rays.md) diff --git a/docs/dashboards/introduction.md b/docs/dashboards/introduction.md index b08f1cd0873277f7add9b1935177d84d00d74858..b01217d9b56dd6007e4b147d0b29eebc343dc412 100644 --- a/docs/dashboards/introduction.md +++ b/docs/dashboards/introduction.md @@ -266,6 +266,11 @@ For [questions](../questions/start.md), dashboards, and [models](../data-modelin See [History](../exploration-and-organization/history.md). +## Deleting a dashboard + +You can move a dashboard to Trash or permanently delete a dashboard that you no longer need. +See [Archiving a dashboard](../exploration-and-organization/delete-and-restore.md). + ## Tips on creating helpful dashboards To make a great dashboard, you first need to decide what you want the dashboard to tell about your data. What questions will give you insight into what you want to know? It helps to think of a topic or theme for your dashboard — something like “customer satisfaction,†or “second quarter sales goals". diff --git a/docs/data-modeling/models.md b/docs/data-modeling/models.md index a3f25a866dc0acd3be060f5564ffae5c1ebf3c13..dc9621fe9c3b49f86d58b1e2c09c812245681979 100644 --- a/docs/data-modeling/models.md +++ b/docs/data-modeling/models.md @@ -162,10 +162,16 @@ You can also use the data reference sidebar to browse the models available. To o ## Model version history -For [questions](../questions/start.md), [dashboards](../dashboards/start.md), and models, Metabase keeps a version history for the previous fifteen versions of that item. You can view changes, revert to previous versions, and archive outdated items. +For [questions](../questions/start.md), [dashboards](../dashboards/start.md), and models, Metabase keeps a version history for the previous fifteen versions of that item. You can view changes and revert to previous versions. See [History](../exploration-and-organization/history.md). +## Delete a model + +You can move outdated or unneeded models to trash, or delete them permanently. Deleting a model will affect questions that use it as a data source. + +See [Deleting and restoring items](../exploration-and-organization/delete-and-restore.md#delete-and-restore-items). + ## Verifying a model {% include plans-blockquote.html feature="Model verification" %} diff --git a/docs/databases/uploads.md b/docs/databases/uploads.md index a38ce21d17391f4378143d1d53176dabbab0630c..531b739824dd6a0e4a9cf68cbd8cceeb83db5d40 100644 --- a/docs/databases/uploads.md +++ b/docs/databases/uploads.md @@ -69,7 +69,7 @@ If you don't want this autogenerated ID column, you can always remove the column ## Data type errors -Metabase will try to guess what the data type is for each column, but if some entries are not like the others, Metabase may not guess the type correctly. For example, if you have a column that starts with integers like 100, 130, 140, then later on a float 105.5, Metabase may reject the upload. To fix this, you'll need to use spreadsheet software to adjust the formatting so that all the integers are formatted as floats (e.g., 100.00, 130.00, 140.00 and so on) before uploading. +Metabase will try to guess what the data type is for each column, but if some entries are not like the others, Metabase may not guess the type correctly. For example, if you have a column that starts with integers like 100, 130, 140, then later on a float 105.5, Metabase may reject the upload. To fix this, you'll need to use spreadsheet software to adjust the formatting so that all the integers are formatted as floats (e.g., 100.00, 130.00, 140.00 and so on) before uploading. ## File size limit @@ -136,9 +136,9 @@ Offsets: {% include plans-blockquote.html feature="Deleting uploaded tables" %} -You can archive a model by clicking on the three dots in the upper right and selecting **Archive**. +You can move a model to Trash by clicking on the three dots in the upper right and selecting **Move to Trash**. -For deleting models completely, see [Deleting items permanently](../exploration-and-organization/history.md#deleting-items-permanently). +For deleting models completely, see [Deleting items permanently](../exploration-and-organization/delete-and-restore.md). ### Deleting tables created by uploads diff --git a/docs/exploration-and-organization/collections.md b/docs/exploration-and-organization/collections.md index 6d18656869f278b9638759ced16a604e6f86ad4a..c544f72530738b2cec351bb48acbdd39a23521c2 100644 --- a/docs/exploration-and-organization/collections.md +++ b/docs/exploration-and-organization/collections.md @@ -39,7 +39,7 @@ To add an Official badge to a collection, an admin can visit the collection and [Administrators can give you different kinds of access](../permissions/collections.md) to each collection: - **View access:** you can see the collection and its contents, but you can't modify anything or put anything new into the collection. -- **Curate access:** you can edit, move, or archive the collection and its contents. You can also move or save new things in it and create new collections inside of it, and can also pin items in the collection to the top of the screen. Only administrators can edit permissions for collections, however. +- **Curate access:** you can edit, move, or delete the collection and its contents. You can also move or save new things in it and create new collections inside of it, and can also pin items in the collection to the top of the screen. Only administrators can edit permissions for collections, however. - **No access:** you can't see the collection or its contents. If you have access to a dashboard, but it contains questions that are saved in a collection you don't have access to, those questions will show a permissions notification instead of the chart or table. ## Your personal collection diff --git a/docs/exploration-and-organization/delete-and-restore.md b/docs/exploration-and-organization/delete-and-restore.md new file mode 100644 index 0000000000000000000000000000000000000000..00f7b778752a746ab5fa33006e5b42b823bc70d8 --- /dev/null +++ b/docs/exploration-and-organization/delete-and-restore.md @@ -0,0 +1,136 @@ +--- +title: Delete and restore +--- + +# Delete and restore + +Sometimes your questions, dashboards, models, or collections outlive their usefulness. You can send outdated items to **Trash**. + + + +Items in **Trash** won't show up in search (unless you use [advanced search filters](./exploration.md)), and you won't be able to use them to create new questions and dashboards. + +Moving items to Trash is not permanent: you'll be able to restore them to their original parent collection, or move them to another non-deleted collection. But if you'd' like to delete items permanently, [you can do that too](#permanently-deleting-items). + +Deleting an item will affect any [dashboards](../dashboards/introduction.md), [subscriptions](../dashboards/subscriptions.md), or [SQL questions](../questions/native-editor/referencing-saved-questions-in-queries.md) that depend on that item, so be careful! + +## See items in Trash + +You can find Trash at the bottom of the left navigation sidebar below all the collections: + + + +You can think of Trash as a special type of collection. In **Trash**, you can see deleted items from the collections that you have [Curate permissions](../permissions/collections.md#collection-permission-levels) on. You can order deleted items by type (questions, dashboards, etc), time it was deleted, and who deleted it. + +You;'ll be able to see the contents of deleted dashboards, questions, and models in Trash, but you won't be able to modify them. + +## Search in Trash + +To find items in Trash, you can use [advanced search](./exploration.md) with a "Search items in trash" toggle. + +## Deleting and restoring items + +To move an item (question, dashboard, model, or collection) to Trash: + +1. Go to the question you want to delete; +2. Click on the three dots menu; +3. Select "Move to trash". + +> When a collection is deleted, all items in the collection are deleted as well. + +You'll still be able to see the contents of the items in Trash, but you won't be able to modify them or use them as a source for other questions. + +If you need to delete multiple items from the same collection, you can delete them in bulk: + +1. Go to the collection containing items you want to delete; +2. Click the checkboxes next to the items to select them; +3. Select "Move to trash" + +To restore an item: + +1. Go to Trash; +2. Find the item you'd like to delete. You can sort deleted items to make it easier to find the item, or [search for your question in Trash](#search-in-trash); +3. Click on the checkbox next to the item to select it; +4. Select "Restore". + +> Restoring a collection will also restore all the items from that collection. + +If the item's original parent collection has been deleted as well, you won't see an option to **Restore**. You'll still be able to move the it from Trash to a different collection. + +## How deleting an item affects related items + +Deleting or restoring an item will affect other items that depend on that item. + +### Questions + +What happens to related items when you delete a question? + +| Related item | In Trash | Permanently deleted | Restored | +| ---------------------------------- | -------------- | ---------------------------------- | -------------- | +| Dashboard | Card removed | Card removed | Card restored | +| Question based on deleted question | Works normally | Breaks with `Card not found` error | Works normally | +| Alerts | Removed | Removed | Not restored | + +### Dashboards + +What happens to related items when you delete a dashboard? + +| Related item | In Trash | Permanently deleted | Restored | +| --------------- | -------------------------- | -------------------------- | -------- | +| Subscriptions | Deactivated | Deactivated | Restored | +| Custom homepage | Revert to default homepage | Revert to default homepage | Restored | + +### Model + +What happens to related items when you delete a model? + +| Related item | In Trash | Permanently deleted | Restored | +| ---------------------------------- | -------------- | ---------------------------------- | -------------- | +| Question based on deleted question | Works normally | Breaks with `Card not found` error | Reactivated | +| Dashboard | Card removed | Card removed | Card restored | +| Action | Works normally | Deleted | Works normally | + +## Collections + +What happens to related items when you delete a collection? + +| Related item | In Trash | Permanently deleted | Restored | +| ---------------------------------------------- | -------- | ------------------- | -------- | +| All items and subcollections in the collection | In Trash | Permanently deleted | Restored | + +## Permanently deleting items + +Moving an item to Trash doesn't delete the item completely: you'll be able to restore the item from the Trash. + +To permanently delete an item: + +1. Go to Trash; +2. Find the item you'd like to delete; +3. Click on the checkbox next to the collection to select it; +4. Select "Permanently delete". If you click this button, you won't be able to recover the item. It'll be lost to the void. + +## Deleting and restoring events and timelines + +Events and timelines can be archived and unarchived. See [Archiving Events and timelines](events-and-timelines.md#archiving-timelines). + +You won't see archived Events and Timelines in Trash. To see archived events and timelines, you need to [access them from the collection's page](events-and-timelines.md#view-archived-events-and-timelines). + +## Deleting and restoring SQL snippets + +SQL snippets can be archived and unarchived. See [Archiving SQL snippets](../questions/native-editor/sql-snippets.md#archiving-snippets). + +You won't see archived SQL snippets in Trash. To see archived SQL Snippets, you need to [access them from the Snippet menu](../questions/native-editor/sql-snippets.md#snippet-menu). + +## Deleting metrics and segments + +Metrics and events can be retired. See [Retiring Metrics and Segments](../data-modeling/segments-and-metrics.md#editing-and-retiring-segments-and-metrics). + +You won't see retired Metrics and Segments in Trash. + +## Deleting subscriptions and alerts + +See [Deleting a subscription](../dashboards/subscriptions.md#deleting-a-subscription) and [Deleting alerts](../questions/sharing/alerts.md#editing-and-deleting-alerts). + +## Deleting databases + +See [Deleting databases](../databases/connecting.md#deleting-databases). diff --git a/docs/exploration-and-organization/events-and-timelines.md b/docs/exploration-and-organization/events-and-timelines.md index 23716ebb9ee5b16b1c4ef572a6bc0fb399e098d8..0998ae1b29d6c64a298e1e1c3770f1a4890280a6 100644 --- a/docs/exploration-and-organization/events-and-timelines.md +++ b/docs/exploration-and-organization/events-and-timelines.md @@ -32,7 +32,6 @@ Collections can have timelines, and timelines can contain events. In practice wh - You can have multiple timelines for the same collection. - Timelines associated with collections do not apply to that collection's sub-collections. - ### Adding events when viewing a collection When viewing a [collection](collections.md), you can view, add, or edit events by clicking on the **calendar** icon in the upper right. @@ -97,7 +96,7 @@ To archive a timeline: ### View archived events and timelines -> Archived events and timelines can only be viewed from the collection. They don't show up in the [main archive](../exploration-and-organization/history.md). +> Archived events and timelines can only be viewed from the collection. They don't show up in the [Trash](../exploration-and-organization/delete-and-restore.md). To view (and resurrect) archived timelines and events: diff --git a/docs/exploration-and-organization/history.md b/docs/exploration-and-organization/history.md index 044a0969e86eea36125a0e3788a85ca2051e6842..9803b17a0acbba6b3e6658f2f561a06cb82a35bc 100644 --- a/docs/exploration-and-organization/history.md +++ b/docs/exploration-and-organization/history.md @@ -6,16 +6,13 @@ title: History For questions, dashboards, and models, Metabase keeps a version history for the previous fifteen versions of that item. You can view changes, and revert to previous versions. -You can also archive, unarchive, and permanently delete outdated items. - - ## Viewing tracked changes 1. Go to your question, dashboard, or model. 2. Click the info icon. 3. A sidebar will pop up with a history of up to 15 versions. -Metabase will keep track of a version each time you [save](../questions/sharing/answers.md#how-to-save-a-question), [move](../questions/sharing/answers.md#editing-your-question), [revert](#reverting-to-previous-versions), [archive](#archiving-items), or [verify](./exploration.md#verified-items) an item. +Metabase will keep track of a version each time you [save](../questions/sharing/answers.md#how-to-save-a-question), [move](../questions/sharing/answers.md#editing-your-question), [revert](#reverting-to-previous-versions), [move to Trash](./delete-and-restore.md), or [verify](./exploration.md#verified-items) an item. ## Reverting to previous versions @@ -23,74 +20,3 @@ Metabase will keep track of a version each time you [save](../questions/sharing/ 2. Click the info icon (an **i** in a circle). 3. A sidebar will appear with up to fifteen previous versions. 4. Click on the **back arrow** beside a version to revert your item to that point in time. - -## Archiving items - -Sometimes your questions, dashboards, or models outlive their usefulness. You can send outdated items to the **Archive** from the three dot menu `...` of your questions, dashboards, or models. - -Note that archiving an item will affect any [dashboards](../dashboards/introduction.md), [subscriptions](../dashboards/subscriptions.md), or [SQL questions](../questions/native-editor/referencing-saved-questions-in-queries.md) that depend on that item, so be careful! - -### Archiving multiple items - -You can batch archive multiple items from the same collection: - -1. Go to the collection. -2. Hover over the icon beside the name of the item. -3. Click the checkbox that appears. -4. When you're done selecting your items, click **Archive** at the bottom of the page. - -### Archiving a collection - -1. Go to the collection. -2. Click `...` > **Archive**. - -Archiving a collection archives all of the collection's contents as well. You can only archive a collection if you have permission to **Curate** a collection (as well as all of the collections inside that collection). If you don't see the **Archive** option, see your Metabase admin about your [collection permissions](../permissions/collections.md). - -### Viewing the archive - -1. Open the main Metabase sidebar. -2. Click the `...` beside the "Collections" header in the sidebar. -3. Click **View archive**. - -To view archived [events and timelines](./events-and-timelines.md), go to the relevant unarchived collection, click on the collection's **Calendar** icon, then the three-dot menu (**...**) and select the option to view the archived events or timelines. - -## Unarchiving items - -1. Open the main Metabase sidebar. -2. Click the `...` beside the "Collections" header in the sidebar. -3. Click **View archive**. -4. Hover over the item and click the **unarchive** icon (rectangle with a `^` symbol). - -The unarchived item should get restored to the parent collection that it was most recently saved in. If you unarchive an item, but you don't know where it's reappeared: - -- search for the item directly, or -- check if the item's parent collection is also in the archive. - -### Unarchiving multiple items - -You can unarchive multiple items at once from the same collection: - -1. Go to the collection. -2. Hover over the icon beside the name of the item and click the checkbox that appears. -3. When you're done selecting your items, click **Unarchive** at the bottom of the page. - -## Deleting items permanently - -1. Open the main Metabase sidebar. -2. Click the `...` beside the "Collections" header in the sidebar. -3. Click **View archive**. -4. Hover over the item and click the **trash bin** icon. - -The item will get permanently deleted from your application database. - -Remember that [archiving](#archiving-items) and deleting items can have unanticipated ripple effects on related [dashboards](../dashboards/introduction.md), [subscriptions](../dashboards/subscriptions.md), and [SQL questions](../questions/native-editor/referencing-saved-questions-in-queries.md). - -We recommend archiving because you can always unarchive if something breaks. If you delete an item and accidentally break something, you might have to recreate all of that work from scratch (unless you're prepared to revert to a backup of your application database). - -### Deleting multiple items permanently - -You can delete multiple items at once from the same collection: - -1. Go to the collection. -2. Hover over the icon beside the name of the item and click the checkbox that appears. -3. When you're done selecting your items, click **Delete** at the bottom of the page. diff --git a/docs/exploration-and-organization/images/move-to-trash.png b/docs/exploration-and-organization/images/move-to-trash.png new file mode 100644 index 0000000000000000000000000000000000000000..71f39c267190b811f4e15ea83b8a5565c35b4ad6 Binary files /dev/null and b/docs/exploration-and-organization/images/move-to-trash.png differ diff --git a/docs/exploration-and-organization/images/search-in-trash.png b/docs/exploration-and-organization/images/search-in-trash.png new file mode 100644 index 0000000000000000000000000000000000000000..460959006b7377073b1f69caaa247c239bae9040 Binary files /dev/null and b/docs/exploration-and-organization/images/search-in-trash.png differ diff --git a/docs/exploration-and-organization/images/trash.png b/docs/exploration-and-organization/images/trash.png new file mode 100644 index 0000000000000000000000000000000000000000..c7f581a8ef5aaf467c3a1336bb73981ddf99e8fe Binary files /dev/null and b/docs/exploration-and-organization/images/trash.png differ diff --git a/docs/exploration-and-organization/start.md b/docs/exploration-and-organization/start.md index 2692662d07418c5e5f09f8eff3846267afff70e2..5f74814908fee0bfcd23dc492878f7b9f549d11e 100644 --- a/docs/exploration-and-organization/start.md +++ b/docs/exploration-and-organization/start.md @@ -4,7 +4,7 @@ title: "Organization overview" # Organization overview -Tools for finding things and keeping your Metabase organized. +Tools for finding things and keeping your Metabase organized. ## [Basic exploration](./exploration.md) @@ -16,7 +16,11 @@ Organize questions, dashboards, and models with collections. ## [History](./history.md) -View changes to a question, dashboard or model, revert to previous versions, and archive outdated items. +View changes to a question, dashboard or model and revert to previous versions. + +## [Delete and restore items](./delete-and-restore.md) + +Move outdated outdated questions, models, and dashboards to trash, or delete them permanently. ## [Data reference](./data-model-reference.md) diff --git a/docs/permissions/collections.md b/docs/permissions/collections.md index 4454b0c03f748ba04485dca3efff67bcf86ca652..c86172288fa074d4c55ae494ec50e4139096362e 100644 --- a/docs/permissions/collections.md +++ b/docs/permissions/collections.md @@ -25,14 +25,14 @@ There are three permission levels for collections: | View items | ✅ | ✅ | ⌠| | Edit items' title and descriptions | ✅ | ⌠| ⌠| | Move items | ✅ | ⌠| ⌠| -| Archive items | ✅ | ⌠| ⌠| +| Delete items | ✅ | ⌠| ⌠| | Pin items | ✅ | ⌠| ⌠| | View events and timelines | ✅ | ✅ | ⌠| | Edit events and timelines | ✅ | ⌠| ⌠| ### Curate access -The group can view, edit, move, archive, and pin items saved in this collection, and can save or move new items into it. The group can also create new sub-collections within this collection. The group can also create and edit [events and timelines](../exploration-and-organization/events-and-timelines.md). +The group can view, edit, move, delete, and pin items saved in this collection, and can save or move new items into it. The group can also create new sub-collections within this collection. The group can also create and edit [events and timelines](../exploration-and-organization/events-and-timelines.md). ### View access @@ -72,11 +72,9 @@ Just like with data access permissions, collection permissions are _additive_, m A group can be given access to a collection located somewhere within one or more sub-collections _without_ having to have access to every collection "above" it. For example, if a group had access to the "Super Secret Collection" that's saved several layers deep within a "Marketing" collection that the group lacks access to, the "Super Secret Collection" would show up at the top-most level that the group _does_ have access to. -## Archiving collections +## Deleting collections -Users with curate permission for a collection can archive collections. Click the edit icon in the top-right of the collection screen and select **Archive this collection** to archive it. This will also archive all questions, dashboards, models, and all other sub-collections and their contents. Importantly, this will also remove any archived questions from all dashboards that use them. - -You can _unarchive_ items. In the Collections list sidebar, at the bottom, click on **View archive**. Search for the item you'd like to unarchive (you'll either need to scroll down the page, or use the browser's find in page functionality, as archived items won't appear in Metabase's search results). Select the open box with an up arrow icon to "Unarchive this". +Users with curate permission for a collection can move collections to Trash, see [Delete and Restore](../exploration-and-organization/delete-and-restore.md). ## Pinning items in collections diff --git a/docs/questions/sharing/alerts.md b/docs/questions/sharing/alerts.md index f04125f531d7a7126a7a9e85cd327c36d5eb38b8..73f703dfc6ec5db0a93b84932534e0ca948be567 100644 --- a/docs/questions/sharing/alerts.md +++ b/docs/questions/sharing/alerts.md @@ -86,7 +86,7 @@ Some circumstances will automatically delete alerts: - Renaming the alerted channel in Slack. Well, technically the alert won't get deleted, but Metabase will no longer have anywhere to send the alerts to. You'll need to update the alert's target channel in Metabase to the new channel's name. - If a saved question that has an alert gets edited in such a way that the alert doesn't make sense anymore, the alert will get deleted. For example, if a saved question with a goal line alert on it gets edited, and the goal line is removed entirely, Metabase will delete the alert. -- If a question gets archived, Metabase will delete any alerts set up for that question. +- If a question is deleted, Metabase will delete any alerts set up for that question. Alerts will continue to work even if the person who set up the alert no longer has an active account. For example, if an alert with multiple recipients (or to a Slack channel) was set up by someone whose account has since been deactivated, that alert will continue to work (though Metabase will stop sending the alerts to the deactivated account). diff --git a/docs/questions/sharing/answers.md b/docs/questions/sharing/answers.md index 5045c15e52c9d52d1e33e6e03ef00d60713464f5..ed6761d5b501fab4d32aa78e663ccd84adf6750c 100644 --- a/docs/questions/sharing/answers.md +++ b/docs/questions/sharing/answers.md @@ -48,7 +48,7 @@ Open the **three dot** (...) menu to: - Move to another [collection](../../exploration-and-organization/collections.md) - Turn into a [model](../../data-modeling/models.md) - Duplicate -- [Archive](../../exploration-and-organization/history.md) +- [Move to Trash](../../exploration-and-organization/delete-and-restore.md) Click the **info** icon to: diff --git a/docs/troubleshooting-guide/cant-view-or-edit.md b/docs/troubleshooting-guide/cant-view-or-edit.md index 94bc9e0e4d7715f9c9962eb04e0a5da8d8d7db57..d0552192b9ba20d773371ce6556094242b47160c 100644 --- a/docs/troubleshooting-guide/cant-view-or-edit.md +++ b/docs/troubleshooting-guide/cant-view-or-edit.md @@ -10,14 +10,14 @@ title: Can't view or edit - Open the link in an incognito browser session, or - Open the link in a different browser. 3. If you aren't the creator of the question, dashboard, or model, check if you have permissions to the collection where the item is saved. -4. Check the [archive](../exploration-and-organization/history.md#viewing-the-archive). +4. Check the [Trash](../exploration-and-organization/delete-and-restore.md#see-items-in-trash). ## Can't view cards on a dashboard 1. Check the collections where each question (or card) on the dashboard is saved. 2. If a saved question is in a collection that you don't have access to, you'll need to ask someone with edit access to the collection to: - - Grant you permission to the collection. - - Or, to move the saved question to a collection that you have permissions to. + - Grant you permission to the collection. + - Or, to move the saved question to a collection that you have permissions to. 3. If the steps above don't solve your problem, ask your Metabase admin if you have [permission to the database that's used by the question](../permissions/data.md#blocked-view-data-permission). **Explanation**