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Workspace and Data Folder

Read time: ~6 minutes · Series: Platform Admin practice · Previous: Database connections · Next: .lantide export/import


What is a workspace

Each Workspace is an isolated environment with:

  • SQL tabs and cache
  • Data folder (current_load_dir)
  • Projects (Plan / Report)
  • Connection and MCP settings (in that workspace config)

Analysts separate project lines or data environments (e.g. "promo review" vs "daily adhoc").


Common operations

Action How
Create Sidebar Workspace
Switch Click another workspace or right-click Switch
Rename Right-click → Rename (1–15 chars, alphanumeric _ - .)
Delete Right-click unused workspace → Delete
Change data folder Right-click local folder row under Data → Change data folder

Details: USER_GUIDE §3.


What isolation means

  • Switch workspace → cache clears; switch back requires rerun or Source Run
  • Tab and sidebar state saved per workspace
  • Workspace import creates new workspace; won't silently overwrite same name

Planning tip: one business domain or data environment per workspace to reduce wrong-folder mistakes.


Data folder best practices

  • Point at team shared or synced folder (NAS, cloud sync) with stable paths
  • After machine migration two strategies:
    • Rebind: bundle without physical data—pick matching folder on new machine; paths don't auto-follow
    • Extract: export with Include physical data files; import wizard unpacks to chosen dir (.lantide export/import)
  • Desktop Reveal in Finder / Show in File Explorer confirms current load dir

One thing to do now

Publish naming examples: ws_prod_analytics, ws_campaign_618, with wiki mapping each workspace to data folder path.


Next steps