Basic Terminology and Operations
This page explains Codatum's basic screen operations and terminology.
The Codatum interface consists of three main areas: Navigation (①) on the left, Sidebar (②) in the center, and Main Area (③) on the right.
Basic Terminology
Workspace
A working space separated by team or project. You can organize by department or project unit. You can create folders and notebooks within them for purpose-based classification. One person can belong to multiple workspaces, and you can switch between workspaces using the icon in the upper left.
Data Source
A database where your company's data is stored (BigQuery, Snowflake, etc.).
Connection settings that link data sources to CODATUM. Administrators configure authentication information and connection destinations, and by sharing with workspace members, data can be used in notebooks and catalogs. Multiple connections can be used interchangeably.
A feature to search and browse available tables. You can preview table contents and check column descriptions. Use this when you want to "explore what data is available."
The main workspace for data analysis. You can combine queries (data retrieval), charts (graphs), and text (descriptions) into one document. Real-time collaborative editing is supported.
One of the notebook page types. Document format where you can write SQL and text, suitable for recording analysis processes and creating reports with explanations.
One of the notebook page types. Tile format where you can freely arrange charts and tables, suitable for creating dashboards and KPI monitoring screens.
A feature to easily explore table data. You can filter, aggregate, and create graphs without creating a notebook. Can be opened directly from the catalog.
Table
A table where data is organized and stored. One data source contains multiple tables.
SQL Block
The unit of SQL elements in a notebook. You can edit and execute queries, display results, check statistics, and create charts.
A feature to publish and share notebooks as a "final version." Read-only with the option to set up periodic automatic updates.
A feature to embed notebooks or reports into external websites or apps. You can share data outside CODATUM, such as internal portals or customer-facing dashboards. Available for enterprise plan users.
A feature to automate data processing and notifications. You can set up complex automation scenarios such as periodic notebook execution, conditional processing, and coordination of multiple tasks.
An AI assistant that supports data analysis. Assists with SQL creation, data trend explanations, optimal graph suggestions, and more to streamline analysis work.
Navigation
The narrow dark gray area on the far left of the screen. Use this to switch between Codatum's main features.
Notifications
Check new notifications. A red dot appears when there are unread items
Quick Search
Quickly search for notebooks and tables
Notebook
Use notebooks to perform data analysis, generate graphs, and create reports
Query
Create general-purpose queries that can be used across multiple notebooks (for intermediate to advanced users)
Catalog
Search tables and manage metadata. Use when you want to know what data is available or view table contents
Workflow
Use for data processing automation and periodic tasks
Report
View created reports
AI Features
Use AI assistant for analysis support
Workspace Settings
User management, theme changes, connection settings, plan confirmation, and more
Sidebar
The area that displays the contents of the feature selected in the navigation in more detail.
All Members_Workspace
Displays notebooks accessible to everyone in the workspace. Can be organized with folders
Shared Folder
Notebooks shared with users or groups to which the user belongs
Private
Displays notebooks accessible only to you. Other accounts cannot see them
Main Area
The largest area where actual work content is displayed.
On the home screen, you can see the latest information about currently logged-in members, recently viewed notebooks, notebooks you created, and more.
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