Guides

Step-by-step tutorials for common tasks and workflows in Cotera.

Overview

This section provides practical, hands-on guides to help you accomplish specific tasks with Cotera. Each guide includes detailed instructions, best practices, and examples to ensure successful implementation.

Available Guides

Datasets

Master data management and organization:

• Getting started - Learn the fundamentals of working with datasets
• Create using EraQL (Advanced) - Build datasets with advanced query language
• Rename a dataset - Change dataset names and maintain organization
• Delete a dataset - Safely remove datasets when no longer needed

Child Datasets

Work with nested and related data structures:

• Getting started - Understand child dataset concepts and use cases
• Create a child dataset - Build hierarchical data relationships

Columns

Structure and manipulate your data effectively:

General Column Operations

• Getting started - Learn column fundamentals
• Navigate to column editor - Access the column editing interface
• Run execution - Execute column operations
• How to use preview - Test changes before applying
• Save vs. publish changes - Understand the difference between saving and publishing
• Rename a column - Change column names
• Delete a column - Remove columns safely

Expression Columns

• Create an expression column - Build columns with custom expressions

LLM Columns

• Create an LLM column - Add AI-powered data processing
• Set output type - Configure how LLM results are formatted

Tool Columns

• Create a tool column - Integrate external tools into your workflow

Guide Structure

Each guide follows a consistent structure:

• Prerequisites - What you need before starting
• Step-by-step instructions - Detailed walkthrough with screenshots
• Best practices - Tips for optimal results
• Troubleshooting - Common issues and solutions
• Next steps - Where to go after completing the guide

Need Help?

If you're looking for something specific that isn't covered in these guides, check our Reference documentation or explore the Learn section for foundational concepts.