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Paxata Vocabulary

MelanieMelanie Posts: 70 admin
edited October 19, 2018 4:47PM in Getting Started




a dataset that was generated by publishing from a Project.

Append dataset

a dataset that has been brought into a Project based on an Append Step. Usually, two appended datasets have common columns, but that it is not a requirement.

Base dataset

the dataset used in the first Step of a Project. A Project must have a base dataset before it can be published.

Column Operation

an operation on a column invoked by choosing an operation from the Column Operation menu. Some, but not all, column operations can be simultaneously applied to multiple columns.

Column Operation menu

the menu of column operations exposed by hovering over the down arrow adjacent to a column's name in the data preview grid.

Current dataset

the dataset currently displayed in a Project based on the current Step and any Steps preceding the current Step.

Current Step

 the Step of the Project that is currently selected.

Data preview grid

when a Project is open, the data, as you prep it, is displayed on the screen in the data preview grid. The preview updates every time you perform a transformation Step.

Data Source

the connector defined by the Paxata administrator that allows users to import data into Paxata from a source and/or export data from Paxata to a destination--for example SQLServer and Salesforce.


a set of rows and columns of data stored in the Paxata Library. A dataset can either be imported into the Library or created by publishing a Project.


the act of exporting a dataset from the Library to a data source or local file download.


a column operation tool used to view the data in a column and certain metadata about the data in the column. Filtergrams are used to explore the data, to filter which rows are visible in the data preview grid, and to restrict the scope of effect a Step has on the current dataset in the Project.


the act of creating a dataset in the Library by way of a data source or local file upload.


a Lens is used to create a publishing point from a Step in your Project. When you publish from a Lens, the resulting AnswerSet is a snapshot of your dataset at that particular Step in the Project. Lenses are also essential for Project Automation because they define the publishing points to use for automated jobs.

Lookup dataset

a dataset that has been brought into a Project based on a Lookup or Join Step. A Lookup Step requires at least one common column between the current dataset and the Lookup dataset.

Navigation menu

the menu in the far upper left corner of all screens in Paxata. At a minimum, the navigation menu has an entry for Projects and Library. If you have the required permissions, you may also see additional items in the navigation menu such as Automation or Admin.


a Project is a collection of Steps to explore, shape, compute, clean and enhance data from the Library. The primary purposes of a Project are to prep the data and to publish one or more AnswerSets from it.

Project Steps

the Project Steps are the transformations you make in a Project to shape, compute, clean and enhance your data.


the act of publishing a lens or the current dataset to the Library as an AnswerSet.

Steps Panel

the panel on the left of the Project screen that presents the list of Project Steps. It can be toggled on or off from the TOOLS menu.  Also known as the Steps Editor.


the left-hand toolbar of the Project interface. Project TOOLS generally apply logic to the entire dataset.

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