Manage assets and relationships
Assets and relationships form the knowledge base used by your visualizations and analyses. Use an inventory for many assets, an asset form for one asset, or an import for structured updates from a file.
Choose your next action
- Open the right organization and real data or scenario context.
- Choose the workflow below for the change you want to make.
- Review the result in the relevant inventory or asset page after saving.
| Your task | Start here |
|---|---|
| Browse, sort or edit several assets | Use an inventory |
| Add, change or copy an asset | Create, edit and duplicate |
| Understand one asset and its connections | Read its full page |
| Connect assets or maintain link properties | Manage relationships |
| Remove an item from active data or bring it back | Archive and restore |
Bring in spreadsheet data
Start by preparing the file, including its identifiers and value formats. Then import assets or import relationship instances, depending on what each row represents.
Read the preview before confirming. Matching keys, empty values and missing relationships affect existing data. If the result is unexpected, follow import troubleshooting before retrying.
Work with the assistant
Ask the AI assistant to explain data or prepare an asset form. For recurring work, organize conversations and documents in a project.
Review proposals and fields before saving. Once data is populated, maintain its quality by assigning responsibility and checking what needs review.