# Codatum Docs ## Codatum Docs - [Introduction](https://docs.codatum.com/readme.md): Codatum is a next-generation collaborative data notebook. - [Basic Terminology and Operations](https://docs.codatum.com/getting-started/basic-terminology-and-operations.md): This page explains Codatum's basic screen operations and terminology. - [Quick Start](https://docs.codatum.com/getting-started/quick-start.md): Whether you're an analyst, data scientist, or business user, Codatum simplifies connecting, analyzing, visualizing, and sharing your data and insights. - [Concept (Further reading)](https://docs.codatum.com/getting-started/concept-further-reading.md): Deep dive into the concept of Codatum. - [Why did we a choose Block Editor over Cell-based Editor?](https://docs.codatum.com/getting-started/concept-further-reading/why-did-we-choose-block-editor-over-cell-based-editor.md): Reason why we chosen the Block Editor for Codatum - [Connection](https://docs.codatum.com/connect-and-manage-data/connection.md): Settings to connect Data Warehouses and manage metadata of tables - [Sync Table Metadata](https://docs.codatum.com/connect-and-manage-data/connection/sync-table-metadata.md): Syncing table metadata within connections - [Supported Warehouses](https://docs.codatum.com/connect-and-manage-data/supported-warehouses.md): List of data warehouses supported by Codatum - [BigQuery](https://docs.codatum.com/connect-and-manage-data/supported-warehouses/bigquery.md): How to set up the BigQuery connection and additional notes on using it - [Snowflake](https://docs.codatum.com/connect-and-manage-data/supported-warehouses/snowflake.md): How to set up the Snowflake connection and additional notes on using it - [Redshift](https://docs.codatum.com/connect-and-manage-data/supported-warehouses/redshift.md): How to set up the Redshift connection and additional notes on using it - [Databricks](https://docs.codatum.com/connect-and-manage-data/supported-warehouses/databricks.md): How to set up the Databricks connection and additional notes on using it - [Other Warehouses](https://docs.codatum.com/connect-and-manage-data/supported-warehouses/other-warehouses.md): Other data warehouses - [Catalog](https://docs.codatum.com/connect-and-manage-data/catalog.md): Extend data metadata manually and improve data searchability - [Quick Search](https://docs.codatum.com/connect-and-manage-data/search.md): Search anything in Codatum - [Data Exploration Overview](https://docs.codatum.com/data-exploration/data-exploration-overview.md): Analyze and visualize data easily using Notebooks, Charts, Explorer, and Parameters. - [Notebook](https://docs.codatum.com/data-exploration/notebook.md): A collaborative space for real-time data analysis and visualization. - [Doc Page](https://docs.codatum.com/data-exploration/notebook/doc-page.md): A keyboard-first editor for seamless and efficient ad-hoc analysis and visualization. - [Grid Page](https://docs.codatum.com/data-exploration/notebook/grid-page.md): A Grid Page allows you to arrange SQL results and charts in a customizable grid layout. - [Cross Filter](https://docs.codatum.com/data-exploration/notebook/grid-page/cross-filter.md): Link common legends and axes across multiple charts to synchronize data display targets. - [SQL Block](https://docs.codatum.com/data-exploration/notebook/sql-block.md): Professional SQL Editor with Powerful Support in Codatum. - [Version](https://docs.codatum.com/data-exploration/notebook/version.md): Save and restore analysis states automatically and manually - [Theme](https://docs.codatum.com/data-exploration/notebook/notebook-theme.md): Customize the appearance of notebooks - [Notebook FAQ](https://docs.codatum.com/data-exploration/notebook/notebook-faq.md): important specifications related to Codatum notebook - [Chart](https://docs.codatum.com/data-exploration/chart.md): Beautiful and Diverse Charts - [Chart Common](https://docs.codatum.com/data-exploration/chart/chart-common.md): Common concepts and tips for charts - [Big Number](https://docs.codatum.com/data-exploration/chart/bignumber.md): Display key metrics - [XY Chart](https://docs.codatum.com/data-exploration/chart/xy-chart.md): Aggregate Y-axis values by X-axis categories - [Radial Chart](https://docs.codatum.com/data-exploration/chart/radial-chart.md): Visualize composition ratios and comparisons between items - [XYZ Chart](https://docs.codatum.com/data-exploration/chart/xyz-chart.md): Aggregate Z-axis values by X-axis and Y-axis categories - [Hierarchy Chart](https://docs.codatum.com/data-exploration/chart/hierarchy-chart.md): Visualize hierarchical data - [Graph Chart](https://docs.codatum.com/data-exploration/chart/graph-chart.md): Visualize relationships and transitions between items - [Funnel Chart](https://docs.codatum.com/data-exploration/chart/funnel-chart.md): Visualize changes in step-by-step processes - [Waterfall Chart](https://docs.codatum.com/data-exploration/chart/waterfall-chart.md): Displays cumulative increases and decreases by item - [Table Chart](https://docs.codatum.com/data-exploration/chart/table-chart.md): Create table-style charts - [Pivot Table](https://docs.codatum.com/data-exploration/chart/pivot-table.md): Create two-dimensional pivot tables - [Text Panel](https://docs.codatum.com/data-exploration/chart/text-panel.md): Display the first value of the selected column - [Map Chart](https://docs.codatum.com/data-exploration/chart/map-chart.md): Map charts can display data on a map using latitude/longitude, geohash, geocodes, and GeoJSON - [Word Cloud](https://docs.codatum.com/data-exploration/chart/word-cloud.md): Displays keyword frequency and importance visually - [Explorer](https://docs.codatum.com/data-exploration/explorer.md): Drag-and-drop and spreadsheet-like UI to easily filter, extract, aggregate, and modify data without coding. - [Parameter](https://docs.codatum.com/data-exploration/parameter-overview.md): Create dynamic notebooks and reports. - [Parameter Types](https://docs.codatum.com/data-exploration/parameter-overview/parameter-types.md) - [How to Use Relative Date](https://docs.codatum.com/data-exploration/parameter-overview/relative-date-behavior.md): How to access the latest date data using parameters - [Escape and Dynamic Reference](https://docs.codatum.com/data-exploration/parameter-overview/escape-and-dynamic-reference.md): Parameter escaping and dynamic table/column reference - [Dynamic Select Options](https://docs.codatum.com/data-exploration/parameter-overview/dynamic-select-options.md) - [How to Specify from URLs](https://docs.codatum.com/data-exploration/parameter-overview/set-parameters-via-url.md): How to specify parameters when creating links from external sites - [Query(Beta)](https://docs.codatum.com/data-exploration/query.md): Create SQL queries that can be used across multiple notebooks - [(Appendix) Query Execution and Cache](https://docs.codatum.com/data-exploration/appendix-cache.md): Additional information on query execution and caching - [AI Assistant](https://docs.codatum.com/ai-assist/ai-assistant.md): Powerful assistant for SQL generation, modification, fixing, and completion with LLM - [Codatum Agent (Beta)](https://docs.codatum.com/ai-assist/ai-agent.md): An agent feature that autonomously executes analysis and creates/edits Notebooks based on natural language instructions - [AI Profile](https://docs.codatum.com/ai-assist/ai-profile.md): Configure AI model profiles used by AI Agent - [Workflow(Beta)](https://docs.codatum.com/workflow/workflow.md): Automatically execute queries based on schedule settings and send notifications. - [Adding Integrations](https://docs.codatum.com/workflow/workflow/add-integration.md): Add integrations to use in workflows. - [Use Cases](https://docs.codatum.com/workflow/workflow/use-case.md): Practical examples of using Codatum workflows. - [AI Profile](https://docs.codatum.com/workflow/workflow/ai-profile.md): Configure AI profiles to use in workflows. - [Sharing Overview](https://docs.codatum.com/sharing/sharing-overview.md): Overview of the methods for sharing Notebooks. - [Teamspace](https://docs.codatum.com/sharing/teamspace.md): Sharing notebooks with the members of a teamspace - [Sharing per notebook](https://docs.codatum.com/sharing/shared-notebook.md): Sharing by additional permissions - [Report](https://docs.codatum.com/sharing/report.md): Convert a notebook into a report for sharing with Guests. - [Public Link](https://docs.codatum.com/sharing/public-link-and-embed.md): Share notebook publicly via a link accessible to anyone with the URL. - [Signed Embed](https://docs.codatum.com/sharing/signed-embed.md): Integrate Notebooks into your application. - [How to Set Up Signed Embed](https://docs.codatum.com/sharing/signed-embed/integration.md): Seamlessly Integrate notebook into external services. - [Use Cases](https://docs.codatum.com/sharing/signed-embed/use-case.md): Use cases for signed embed - [Account](https://docs.codatum.com/account-management/account.md): Overview of Codatum user accounts and their workspace relationships. - [Account Settings](https://docs.codatum.com/account-management/account-settings.md): Customize your Codatum account preferences and authentication methods. - [Workspace](https://docs.codatum.com/workspace-and-user-management/workspace.md): Understand the concept and management of workspaces, the fundamental units in Codatum - [User Management](https://docs.codatum.com/workspace-and-user-management/user-management.md): Efficiently manage users, groups, and access within your Workspace. - [Invitation](https://docs.codatum.com/workspace-and-user-management/user-management/invitation.md): Learn how to invite users to your Workspace through various methods. - [Group](https://docs.codatum.com/workspace-and-user-management/user-management/group.md): User groups for streamlined access permission management within the workspace. - [Security Overview](https://docs.codatum.com/security/security-overview.md): Manage security settings and monitor access to your Workspace resources. - [Audit logs](https://docs.codatum.com/security/audit-logs.md): Monitor user activities and system events across your Workspace - [IP Access Control (beta)](https://docs.codatum.com/security/ip-access-control.md): Restrict workspace access to specific IP addresses for enhanced security. - [Multi-factor authentication control (beta)](https://docs.codatum.com/security/multi-factor-authentication.md): You can require multi-factor authentication for users within the workspace. - [Access Control Overview](https://docs.codatum.com/access-control/access-control-overview.md) - [Access Control for Workspace](https://docs.codatum.com/access-control/access-control-for-workspace.md): Workspace roles, operations, access control rules. - [Access Control for Resources](https://docs.codatum.com/access-control/access-control-for-resources.md): Access control for various resources - [Access Control for Group](https://docs.codatum.com/access-control/access-control-for-resources/access-control-for-group.md): Group roles, operations, access control rules. - [Access Control for Teamspace](https://docs.codatum.com/access-control/access-control-for-resources/access-control-for-teamspace.md): Teamspace roles, operations, access control rules. - [Access Control for Notebook](https://docs.codatum.com/access-control/access-control-for-resources/access-control-for-notebook.md): Notebook access scopes, roles, operations, access control rules. - [Access Control for Connection](https://docs.codatum.com/access-control/access-control-for-resources/access-control-for-connection.md): Connection roles, operations, access control rules. - [Access Control for Report](https://docs.codatum.com/access-control/access-control-for-resources/access-control-for-report.md): Report roles, operations, access control rules. - [Limit and usage](https://docs.codatum.com/plan-and-billing/limit-and-usage.md) - [Downgrade and cancel](https://docs.codatum.com/plan-and-billing/downgrade-and-cancel.md) - [Advanced Control Structures in SQL](https://docs.codatum.com/best-practices/advanced-control-structures-in-sql.md): Learn how to implement template engine-like functionality securely using Codatum's parameter features - [AI Generated Summary](https://docs.codatum.com/best-practices/ai-generated-summary.md): Learn how to add AI-Generated Summaries useing Codatum's Text Panel feature and Vertex AI. - [Setting Up Vertex AI](https://docs.codatum.com/best-practices/ai-generated-summary/vertex-ai-setup.md): Setting up Vertex AI on Goolge Cloud Platform - [System requirements](https://docs.codatum.com/other-considerations/system-requirements.md) --- # Agent Instructions This documentation is published with GitBook. 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