How to save queries

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๐Ÿ™‡๐Ÿฟโ€โ™€๏ธ How to save queries (and time!)

Saving queries in Atlan is a great way to save yourself and your teammates time by not having to rebuild frequently used queries, or by allowing your team to build off of existing work.

 ๐Ÿ‘€ Note: Saving your query is also how you can name and describe your query so your team (and you!) know the purpose of the query.

You can save queries in both the SQL editor and Visual Query Builder.

To start saving your queries, head to your Insights workspace by either clicking โ€œInsightsโ€ from the Home Screen or in the pop-out menu accessible from the top left corner of Atlan.

From there, identify a data asset you want to query. After you write a few pieces of SQL, click the "Save" button at the top of your SQL writing screen, identified in the screen grab below.


By clicking save, a window will appear and give you the option to title and describe your SQL query.

Be as clear as you can when you title and describe this query โ€” that makes it easier for the rest of your team to understand the function of the query you are saving.

โœจ Pro Tip: Give your saved query a clear title and insightful description that makes it super clear to your teammates what the query's objective, next steps, or intended uses are.

๐Ÿ˜„ Organizing your saved queries with Folders and Certifications

We love making it easy for teams to quickly find the work they need to move their project forward!

When you save queries you've written in Insights, you have the option to organize your queries into a folder system to keep your queries organized and the ability to add a Certification to show the status of your saved query.

๐Ÿ“– Organize your saved queries

Saving your queries in an applicable folder is a great step towards keeping your data assets organized. This can make life much easier for you and your team!


Organize your queries by clicking the folder icon in the top left of the pop-out window.

When you click โ€œSaveโ€ from your Insights window to save your query, the pop-out window (shown in the screen grab above) prompts you to save your query in a folder. From there, you can save your query to an existing folder, or create a new folder to house your query.

 โœจ Pro Tip: If you make a new folder to save your query in, give it a clear name so your teammates will easily understand the objective of the queries in that folder.

๐Ÿ† Certify your saved queries

Picture this: your colleague runs an outdated query that doesnโ€™t take into account a new column in your table. They end up spending an afternoon trying to identify what went wrong!

Thatโ€™s where adding a Certification to your SQL query can save the day. Certifying your query is a key step towards letting your team know the status of the SQL code youโ€™ve written. You can save your team (and yourself) valuable time by identifying that a query is Verified and ready to run, or Deprecated and not currently usable.

You can add a Certification to your SQL query from the top right corner of the pop-out window that appears when you hit Save.


Certify your saved SQL queries by accessing the certification menu in the top left corner of the pop-out window.

You can also add or change the Certifications on your saved SQL queries directly from the Atlan Glossary.

โœจ Pro Tip: Atlan makes every aspect of your data searchable. You can easily find your saved SQL queries using Search from the Atlan home (or by clicking Command+K on a Mac from any page in Atlan).

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