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Analytics > Designing an Analysis > Setting Up Folders in Analytics

Setting Up Folders in Analytics

You can set up folders and limit user visibility to those folders. After that, only users granted visibility to certain folders can display reports saved in these folders on their Reports Homepage or see the folders in the catalog.

You can also set up folders inside the Dashboards folder. After that, only users granted visibility to certain folders inside the Dashboards folder can see them in the catalog.

For setting visibility into folders inside the Dashboards folder, you need the Manage Dashboards privilege and the Manage Roles and Access privilege. For setting visibility into all the other folders, you need the Manage Custom Reports privilege and the Manage Roles and Access privilege.

Setting up folders consists of these general steps:

1. Create folders and subfolders.
2. Assign user visibility to folders.

   For more information about setting up user visibility, see Setting Up User Visibility to Shared Analytics Folders.

3. Populate folders with analytics objects.

To create a folder

1. Click the Analytics tab.
2. On the Home page, click Catalog.
3. In the Catalog page, click the New icon and choose Folder.
4. Enter the folder name and click OK.

   NOTE: Restrict folders names to 255 characters or less. Visibility cannot be configured for shared folders with names greater than 255 characters.

   For more information, see Setting Up User Visibility to Shared Analytics Folders.

Folder Path Name Limitation

There are maximum character limits on the path to every object, however the limit varies per instance, which makes specifying the limit impractical. To avoid complications due to maximum character limits, follow these guidelines:

• Make object names as short as possible
• Make folder names as short as possible
• Avoid nesting folders within folders within folders.

To rename a folder

1. In the Catalog page, right click on a folder in the right pane, and then choose Rename from the context menu.
2. Enter the new name.
3. (Recommended) Select Preserve references to old name of this item.
4. Click OK.

To delete a folder

• In the Catalog page, right click on a folder in the right pane, and then choose Delete from the context menu.

To populate a folder with analytics objects

• Do one of the following:
  • Create the object, and then save it in the folder.
  • Copy or move an existing saved object from one folder to another.

    For more information on copying and moving objects, see Copying and Moving Analytic Objects.