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Introduction

A bit about data and how Namara Enterprise helps you get the most out of it

Namara is a data science platform built for the enterprise. It allows you to access, manage, share, and integrate data from any source, inside or outside any organization.

Our goal since day one has been to facilitate easy access to data — as much as possible, as clean as possible, for as many people and organizations as possible. The Namara platform is an end-to-end solution for:

We've built a platform that's intuitive and unobstructive, a data science tool that makes data easier to manage, and integrates into any workflow.

In this guide, we’ll break down each component of Namara, and demonstrate how they can help you and your team get more data and get more out of it.

Creating An Account

You'll be able to create an account through an email invitation from a designated admin at your company (or if you are that admin, directly from ThinkData Works). Clicking the link in the email will bring you to the Namara sign-up page. From there, creating an account is as simple as it seems. Enter your information, read and agree to the terms of service, and click Sign up.

Where am I now?

Once you create an account, you are taken to your Organization data. If you're joining from an invitation from another member of your Organization, you'll see everything you have access to; if your Organization has no data yet, you'll be greeted by a screen that lets you know that no data has been added. We'll outline where to go from here right after explaining the Navigation Bar.

The Navigation Bar

The Navigation Bar on the left of the screen houses the things you’ll need most often: All data that you have access to, Organizations that you belong to, Data within that Organization, Topics, Members, Groups, and Imports.

At the bottom of the Navigation Bar, you’ll find a way to reach out for help and our API documentation, so you can integrate data into other applications and tools. the More section links to:

Data

Understand how the Namara ecosystem is built around data

Data. It's the whole reason you're here. We've made it easy to see all the data you've got access to, as well as the ability to focus on the data that's relevant within specific contexts.

All Data

Your view upon sign-in is the All data screen. You can access this view by clicking All data at the very top of the Navigation bar, above your Organization.

This is the home for all of the data that's been shared with you, or that you've imported to Namara, regardless of your Organization context. Data that you have access to through Groups, Organizations, or data shared directly with you will show up here.

Clicking on any dataset will bring you to the data table view for that dataset. If you are a member of more than one Organization, you can easily filter the data using the Organizations listed on the right:

Organization Data

Every dataset, no matter the source, belongs to an Organization in Namara. By clicking Data in the Navigation bar, you see the data that's available within the currently selected Organization. This view ensures that you're seeing only the data that is pertinent to your current Organization context.

To the right of the list of datasets that exist within this Organization, you'll see a filter similar to the one found in All data, but instead of filtering by Organization, you now have the ability to filter by Topic.

Data Table

Explore what you can do with data on Namara

Viewing Datasets

When you click on a dataset, a table is the first thing you see. At the top of the screen is the dataset title, and below that are the tabs. Each one has a specific function pertaining to the dataset:

Feature Description
Table The default view for any dataset.
Map For datasets with geospatial information, we display the location on a map (we can geocode on demand).
Info A short description about the dataset, as well as dataset metainformation and column information.
Share Share the dataset with another user, Group, or Organization. Share the full dataset or a filtered view.
Edit Edit the title, description, properties (columns), and property descriptions, reimport the data, and the ability to disable exports.
Export Allows you to download the full or filtered dataset in .csv format. You will be notified when the download is ready.

On the far right, in line with these feature tabs, is the Topics symbol (#). Clicking this button will allow you to add this dataset to an existing Topic, or to create a new one quickly by clicking + Classify with a new topic.

The Table

In the table itself, each column has useful tools to help you filter and manipulate the data.

The information icon () to the left of the heading gives you information about the column. Clicking on the column title will sort the column by ascending/descending values. To disable sorting, click the filter pill that indicates the ascending (ASC) or descending (DESC) sort.

The filter icon () will filter the data (filters are explained in the next subsection). The calculator icon () will give you basic calculation functions for that column (i.e. count, min, max, mean, etc.). The snowflake icon () displays each unique value in that column, which you can then select to filter by cells matching that value.

Double-click any cell and you have the option to see the full contents of the cell (), copy its content to your clipboard (), or filter based on that value ().

Immediately above the table is some information about the data you’re seeing: row and column counts on the left, your active conditions and filters in the middle, and a dropdown to show/hide columns on the right.

Filters

Anywhere you see the filter icon (), you can click to see your options. Depending on the type of information in that column or cell, your filtering options will change (e.g. integer fields will allow you to apply greater than/less than/equal to operations; datetime fields will give options for before/on/after). The best way to get to know them is to play with them. Easily remove all conditions by clicking Reset all on the right of the conditions area.

Filtering from the column heading is best if you already know what you want to check against. Otherwise, you can find a cell with a specific value you want to match, exclude, etc., then double-click that cell to show the filter icon.

Organizations

Your team, connected through Namara

Organizations Overview

An Organization in Namara is made up of users who need to work together and access the same data. They are designed to model your company structure and control how your private data catalog is shared across your members and teams with varying levels of visibility, access, and permissions. This structure allows teams within the same company to import, access, and share data with ease, control, and security.

Organizations are the outermost container. Everything – Groups, Topics, Members, and datasets – exists within the context of an Organization.

When you create an account, you'll either be placed inside of an Organization automatically, or you will be prompted to create your own.

Creating Organizations

If you're creating your own Organization, click your current Organization name in the Navigation bar, then + Create organization. Give it a name, and click Create. By default, you are the admin for any Organization you create, meaning you have full permissions across the Organization (read more about Permissions here).

That’s the only step in creating an Organization. From here, you'll probably want to add data, or add users.

Switching Organizations

You can switch the Organization you’re viewing by clicking the active Organization toggle at the top left of the screen, just under All data. You'll be prompted with a list of Organizations that you are currently part of; simply click whichever you’d like to switch to.

Deleting Organizations

Under your Organization’s Settings, there is a Delete tab. Before you can delete, you'll be asked to confirm your action, as this will delete all data within the Organization, and any other user's access to it. Once you hit Delete organization, it’s gone forever.

Groups

Model your organization structure and control data access

Groups Overview

Groups are a fairly simple concept: Namara allows you to create groups for the people who need to work together and work on the same datasets. These can be teams or departments within your Organization. If there are people who are collaborating on a data project, it makes sense to include them together in a Group.

Creating Groups

Creating a Group is easy. First, click Groups from the Navigation bar. You’ll see a list of the existing Groups in your Organization (the list will be empty if the Organization has none), and at the top of that list is a button that says Create group. If the button is disabled for you, it means you don’t have permission within that Organization.

Adding Users to Groups

The steps to adding a user to a Group are quite similar to those in adding a user to an Organization: navigate to the Groups menu item, click the Group you'd like to add a member to, then click the Members tab and enter their email address. You'll have to assign the new member permissions, which relate to any data shared with that Group. The user can be given View permissions or Manage permissions.

Members & Permissions

Role-based access managment

Members are the users who have been added to your Organization. Role management is one of the cornerstones of the Namara platform. We've streamlined Permissions so as to be clear and flexible. Permissions are granted to users, and their privileges extend throughout the entire Organization and its data. Clicking on the Members tab will display a table featuring all current users and the permissions they have.

Adding Users

The Members item in the Navigation bar is where you'll view the users in your Organization, and, if you have permission, invite and manage users. In order to add a new user, click Invite member, type their email in the input, and optionally choose a permission level for them.

Organization permissions

Here’s a breakdown of the Organization-level permissions that users can be granted:

Permission Description
Import datasets User can upload datasets to the Organization with both simple and custom data imports.
Manage groups User can create, delete, and manage members of all groups in the Organization.
Edit datasets User can reimport data, modify the metadata, properties, ingest config and ingest schedule for any dataset that has been shared with them.
View all datasets User can view all datasets belonging to, or shared with, the Organization, including all member uploads.
Manage members User can add members to an organization, manage the new user's permission level, and remove them from the Organization.
Admin Admins have all permissions, and permission to manage, edit, and delete the entire Organization.

Dataset sharing

The permissions you set in the Members tab are Organization-wide. For sharing access to a dataset, the Share tab within any dataset will give you the capacity to give another user access to that data in Namara.

You may share a dataset with an entire Organization, with a group belonging to an Organization, or with a specific member. They can be granted View or Manage access so that they can edit and share the dataset.

Sharing a filtered view

You can grant access to a specific view of the data, whether that means certain columns only, a limited number of rows, or any of the filter options available. To do this, navigate to the data table view, and apply the filters or select the columns as needed. When you navigate to the Share tab, you also have the option to limit the number of rows you'd like to share.

Topics

Organizing datasets in a simple and beautiful way

Topics are a simple way of categorizing data. Datasets can have as many Topics as you need, meaning there's an easy way to search for all the data in your Organization that's relevant to a use case, like Life Events or Assessment Data. Topics enable you to organize data across your whole team without worrying about multiple copies existing and keeping several different departments up to date.

Easily filter the data in your Organization by Topic using the filter on the right of your Organization data. Keep in mind that Topics exist in the context of an Organization, and so are not available under All data.

Managing Topics

Click the Topics item in the Navigation bar. From there, click the Create topic button and enter a name for your topic. Each Organization will have its own naming conventions, but as a best practice, make sure the Topic is intuitive and easily searchable for later. This Topic is now ready for use throughout your Organization.

If you have Manage permissions, you'll be able to change the name of a Topic, or remove it from your Organization altogether. In the Topics screen, to the far right of each one is a gear icon. Clicking that will open a modal that allows you to change the Topic name, or delete it. Note that deleting the Topic will never delete the datasets associate with it, only that Topic tag.

Adding data to Topics

In the Data Table view for any dataset, you'll see the Topic symbol (#) on the far right, above the data table. Click to expand a dialog box which allows you to classify this dataset under a specific Topic. You can also quickly create a new Topic using the + Classify with a new topic button, and add that dataset immediately.

Data Imports

Flow all of your data through one standard access point

Importing data into the Namara environment has been made as easy as possible, no matter your requirements. ThinkData has configured our fast, configurable ingest engine as part of Namara.

By clicking Imports in the Navigation bar, you'll see the data references that you've created. If you haven't created any, the way you create one depends on the data you want to import. Clicking the Import data tab at the top of the Imports view will allow you to import a dataset by two different means.

Simple import

Simple import is exactly what it sounds like: an easy way to bring data into the Namara environment. Drag and drop a data file from your computer in order to kick off the import process. You'll be prompted when the import has finished and the data is ready for viewing.

Upon import, Namara's ingest pipeline guesses your column types so that the data is filterable and queryable in an expected way.

Custom import

For those needing consistently updated data, control over their column types, and more secure operation, Custom import is ideal. Custom imports allow you to set Sources, create Credentials for those sources, then pull data into Namara once or at regular intervals.

Credentials

Creating a credential starts with navigating to the Credentials tab in Imports, then clicking Create credential.

You must give it a name, and may choose to give it a description. From there, select the type of storage you're accessing. Doing so will generate new input fields depending on the type. Fill these in and click Save to create this credential. It's now accessible when you're creating a new source.

Sources

To create a source, click the Source tab in Imports, then click Create source.

Give the source a Label and, if desired, a description. From there, you have the ability to select a warehouse, the storage type, the URL at which the data can be found, and your credential for this new source (you can also create a credential while creating a source if you'd like to do both at the same time). Click Save to create the source. You're now ready to start a custom import.

Starting a custom import

Custom imports are designed to be both simple and configurable. Select your source from the dropdown, and add the rest of the URL path to the data you wish to import. The warehouse should be preselected based on your source.

Advanced settings are to create a custom schedule for regular updates, and the YAML-based import config window. Generally, the Namara ingest pipeline will handle typing your columns, dropping unnecessary rows, and basic cleaning. Should you need precise control over the way your data is imported, you can edit the config generated after the first import and re-import easily and quickly afterwards.

Clicking Save will kick off your import. You'll be taken to your Organization Data page, and will be notified when the import has completed.

Using the import config

If the import did not go perfectly, the import config is how you can easily rectify issues. Click on the Edit button for the dataset you need to reconfigure, then click Show Advanced to reveal the import config window. Within the config, you'll be able to change the header row, how many rows to skip, quote characters, row and column separators, and more. You also have access to each property, so as to be able to configure each of the columns independently.

Get In Touch

We're easy to reach - visit our contact page, or talk directly to us while you use Namara by clicking the chat button in the bottom right. Please get in touch with us if you:

We would love to hear from you!