# Coalesce Catalog Documentation

> Catalog product guides, integrations, and administration.

This file contains links to documentation sections following the llmstxt.org standard.

## Table of Contents

- [AI Administration](https://docs.coalesce.io/docs/catalog/administration/ai-administration.md): Control how AI behaves in the Catalog. Enable or disable the AI assistant, add company context, and connect it to your communication tools.
- [AI Assistant Monitoring](https://docs.coalesce.io/docs/catalog/administration/analytics/ai-assistant-monitoring.md): Monitor AI Assistant usage, performance, and documentation opportunities in Catalog. Track interactions, conversations, and identify fields that ne...
- [Data Documentation Coverage](https://docs.coalesce.io/docs/catalog/administration/analytics/data-documentation-coverage.md): Monitor data documentation coverage in Catalog. Identify assets missing owners, drill down by database or schema, and see which data sets are docum...
- [Analytics](https://docs.coalesce.io/docs/catalog/administration/analytics.md): Monitor data documentation coverage, user activity, and AI Assistant usage in Catalog. Track dashboards, tables, knowledge pages, and newly added a...
- [Users Activities](https://docs.coalesce.io/docs/catalog/administration/analytics/users-activities.md): Monitor Catalog adoption and usage. View the user activity dashboard for insights on logins, contributions, and rollout suggestions.
- [Assets Access Control](https://docs.coalesce.io/docs/catalog/administration/assets-access-control.md): Limit access to content in Catalog to selected teams only. Manage who can access databases, schemas, and dashboard folders using the Manage access ...
- [Azure AD Authentication Using SAML](https://docs.coalesce.io/docs/catalog/administration/authentication/azure-ad-via-saml.md): Configure Azure Active Directory authentication for Coalesce Catalog using SAML. Learn how to create an Azure AD app, configure claims, and manage ...
- [Google SSO with SAML](https://docs.coalesce.io/docs/catalog/administration/authentication/google-sso-via-saml.md): Connect Catalog to your identity provider using the SAML protocol with Google Workspace. To do this, you need to register a SAML app in your identi...
- [Authentication](https://docs.coalesce.io/docs/catalog/administration/authentication.md): Configure authentication for Catalog. Choose from Azure AD, Google Workspace, Okta, or email and password.
- [Set Up Okta SSO for Catalog](https://docs.coalesce.io/docs/catalog/administration/authentication/okta.md): Step-by-step guide to configure Okta single sign-on (SSO) in Catalog. Create an OIDC App Integration, get Client ID and Client Secret, configure si...
- [Data Quality Dashboard](https://docs.coalesce.io/docs/catalog/administration/data-quality-dashboard.md): Monitor data quality across your Catalog. View aggregated test results from Coalesce Quality, dbt, Soda, the API, and other quality integrations. F...
- [Integration Settings](https://docs.coalesce.io/docs/catalog/administration/integration-settings.md): Configure integration settings in Catalog. Edit credentials, manage sync back, configure blocked accounts, retrieve dbt owners, and control databas...
- [Tag Settings](https://docs.coalesce.io/docs/catalog/administration/tag-settings.md): Configure tag creation and tag assignment permissions in Catalog. Control who can create tags and who can apply them to data assets.
- [Teams in Catalog](https://docs.coalesce.io/docs/catalog/administration/teams-in-catalog.md): Create and manage teams in Catalog. Configure team names, members, Slack channels, and understand team and member relations to assets.
- [User and Team Provisioning](https://docs.coalesce.io/docs/catalog/administration/user-and-team-provisioning.md): Request a Catalog account, sync users and teams with SCIM, and assign roles based on team membership in Microsoft Entra ID or Okta.
- [SCIM Provisioning Troubleshooting](https://docs.coalesce.io/docs/catalog/administration/user-and-team-provisioning/scim-provisioning-troubleshooting.md): Resolve Catalog SCIM provisioning failures, sync delays, attribute mapping gaps, and token issues between Okta or Microsoft Entra ID and Coalesce C...
- [SCIM Setup for Microsoft Entra ID](https://docs.coalesce.io/docs/catalog/administration/user-and-team-provisioning/scim-setup-for-microsoft-entra-id.md): Set up SCIM provisioning from Microsoft Entra ID to Catalog. Create an Enterprise app, configure provisioning, map users and groups, and trigger sync.
- [SCIM Setup for Okta](https://docs.coalesce.io/docs/catalog/administration/user-and-team-provisioning/scim-setup-for-okta.md): Set up SCIM provisioning from Okta to Catalog. Create a SCIM app, configure API integration, map user attributes, and trigger provisioning.
- [User Roles in Catalog](https://docs.coalesce.io/docs/catalog/administration/user-roles-in-catalog.md): Understand Viewer, Contributor, Steward, and Admin roles in the Catalog. The default role can be changed upon request.
- [AI Assistant Context](https://docs.coalesce.io/docs/catalog/ai-assistant/ai-assistant/ai-assistant-context.md): Technical reference for AI Search context in Catalog. Learn which asset fields and metadata are used to generate answers.
- [AI Assistant](https://docs.coalesce.io/docs/catalog/ai-assistant/ai-assistant.md): Ask questions about your knowledge base as you would ask a coworker. The AI Assistant uses Knowledge pages, descriptions, and data assets to answer...
- [SQL Copilot](https://docs.coalesce.io/docs/catalog/ai-assistant/ai-assistant/sql-copilot.md): Use SQL Copilot in Catalog to generate SQL queries from natural language. Get table suggestions, write queries in the web app or browser extension,...
- [AI FAQ](https://docs.coalesce.io/docs/catalog/ai-assistant/ai-faq.md): Frequently asked questions about the AI Assistant and Dashboard Q&A. Learn the differences, what metadata powers each feature, best practices for a...
- [Comparison Between Dashboard Q&A and AI Search](https://docs.coalesce.io/docs/catalog/ai-assistant/comparison-between-dashboard-q-and-a-and-ai-search.md): Compare Dashboard Q&A and AI Search, the AI Assistant capability in Catalog. Learn availability, purpose, input, output, and context for each to ch...
- [Dashboard Q&A Context](https://docs.coalesce.io/docs/catalog/ai-assistant/dashboard-q-and-a/dashboard-q-and-a-context.md): Metadata and information used by Dashboard Q&A to answer questions about dashboards. Includes dashboard fields, editors, owners, pinned assets, and...
- [Dashboard Q&A](https://docs.coalesce.io/docs/catalog/ai-assistant/dashboard-q-and-a.md): Ask questions about dashboards in Tableau, Looker, Power BI, and more from the Catalog browser extension. Learn prerequisites, how to use Dashboard...
- [Introduction to the Catalog AI Assistant](https://docs.coalesce.io/docs/catalog/ai-assistant/introduction.md): With the Catalog AI Assistant, you can ask questions about your data and get help writing SQL from anywhere. Learn about AI Search, Search Assistan...
- [Dashboards](https://docs.coalesce.io/docs/catalog/assets/dashboards.md): Browse and document dashboards and visualization assets in the Catalog. Learn how to navigate the Dashboards hub, integration folders, data sources...
- [Knowledge](https://docs.coalesce.io/docs/catalog/assets/knowledge.md): Store and organize definitions, KPIs, and frequently used terms in the Catalog. Create Knowledge pages with rich text, pin assets, link tags, and c...
- [Reports](https://docs.coalesce.io/docs/catalog/assets/reports.md): Download metadata and Catalog analytics reports. Export governance data, unused asset reports, and analytics as CSV or XLSX.
- [Tables](https://docs.coalesce.io/docs/catalog/assets/tables.md): Browse and document tables in the Catalog. Learn about columns, lineage, Read Me, queries, and data quality.
- [Catalog Onboarding Guide](https://docs.coalesce.io/docs/catalog/catalog-onboarding-guide.md): Get your team up and running with Coalesce Catalog. Covers account setup, warehouse and BI tool connections, domain structure, governance, phased r...
- [Changelog](https://docs.coalesce.io/docs/catalog/changelog.md): Changelog for Coalesce Catalog
- [History](https://docs.coalesce.io/docs/catalog/collaborate/history.md): Review metadata changes on tables, dashboards, and knowledge pages. Use the History tab for governance traceability and to confirm who updated owne...
- [Interaction Between Teams](https://docs.coalesce.io/docs/catalog/collaborate/interaction-between-teams.md): Collaborate across teams in the Catalog. Assign ownership, use comments, and integrate with Slack to reach consensus on data documentation.
- [Notifications](https://docs.coalesce.io/docs/catalog/collaborate/notifications.md): Configure Catalog notifications via Slack, Microsoft Teams, or email. Receive alerts for comments, requests, description changes, and other collabo...
- [Notifications for Teams](https://docs.coalesce.io/docs/catalog/collaborate/notifications/notifications-for-teams.md): Configure Slack notifications for Catalog teams. Create teams, set up notification channels, and assign teams as asset owners to receive alerts.
- [Report an Issue](https://docs.coalesce.io/docs/catalog/collaborate/report-an-issue.md): Report data or documentation issues from Catalog. Notify table owners or admins via comments, Slack, or email when you find problems.
- [Request Data Access](https://docs.coalesce.io/docs/catalog/collaborate/request-data-access.md): Request access to tables you cannot access in the backend. Submit requests from Catalog and track them in table comments.
- [Request Documentation](https://docs.coalesce.io/docs/catalog/collaborate/request-documentation.md): Request documentation for tables or columns in Catalog. Notify table owners or admins via Slack or email to update documentation.
- [AI Assistant API](https://docs.coalesce.io/docs/catalog/developer/ai-assistant-api.md): Integrate the Coalesce Catalog AI Assistant into your agent using the public API. Use addAiAssistantJob and getAiAssistantJobResult to create and p...
- [BI Tools](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools.md): Extract your visualization assets using castor-extractor. Connect BI tools to the Catalog for metadata and lineage.
- [Looker Studio](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools/looker-studio.md): Extract Looker Studio assets using castor-extractor. Configure Service Account credentials, BigQuery access, and run the extraction script.
- [Looker](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools/looker.md): Extract Looker metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment vari...
- [Metabase](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools/metabase.md): Extract Metabase metadata into Catalog using the castor-extractor package. Use the Postgres or API connector, configure credentials, and run the ex...
- [Mode Analytics](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools/mode-analytics.md): Extract Mode Analytics metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environm...
- [Tableau](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/bi-tools/tableau.md): Extract Tableau metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment var...
- [Castor Extractor Reference](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/castor-extractor-reference.md): Reference for castor-extract-* extractors, castor-file-check, and castor-upload. Flags and environment variables for client-managed Catalog integra...
- [File Checker](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/file-checker.md): Check generic CSV files for data types, mandatory columns, broken references, and uniqueness. Validate files before pushing to the Catalog.
- [Castor Extractor](https://docs.coalesce.io/docs/catalog/developer/castor-extractor.md): Install, configure, and run the castor-extractor CLI to pull metadata from warehouses and BI tools on your infrastructure, validate files, and uplo...
- [BigQuery](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/bigquery.md): Extract BigQuery metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and filter databases b...
- [Databricks](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/databricks.md): Extract Databricks metadata into Catalog using the castor-extractor package. Configure OAuth M2M credentials, run the extraction script, and filter...
- [Warehouse](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse.md): Extract warehouse metadata into Catalog using castor-extractor. Configure credentials, run extraction scripts for MySQL, Postgres, Redshift, BigQue...
- [MySQL](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/mysql.md): Extract MySQL metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment varia...
- [Postgres](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/postgres.md): Extract Postgres metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment va...
- [Redshift](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/redshift.md): Extract Redshift metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment va...
- [Salesforce](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/salesforce.md): Extract Salesforce metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, and use environment ...
- [Snowflake](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/snowflake.md): Extract Snowflake metadata into Catalog using the castor-extractor package. Configure credentials, run the extraction script, filter databases, and...
- [SQL Server](https://docs.coalesce.io/docs/catalog/developer/castor-extractor/warehouse/sqlserver.md): Extract metadata from SQL Server databases using the castor-extractor package. Configure credentials, run the extraction script, and use environmen...
- [BI Importer](https://docs.coalesce.io/docs/catalog/developer/catalog-apis/bi-importer.md): Push BI tool dashboards into Catalog using the API. Learn the CSV format, required fields, and how to upload metadata for dashboards, queries, and ...
- [Catalog APIs](https://docs.coalesce.io/docs/catalog/developer/catalog-apis.md): Use the Catalog Public API and metadata importers to read, write, and sync tables, dashboards, and lineage programmatically.
- [Manual Lineage Importer](https://docs.coalesce.io/docs/catalog/developer/catalog-apis/manual-lineage-importer.md): Load manual table, column, and dashboard lineage into Catalog when automatic lineage is incomplete.
- [Catalog Public API](https://docs.coalesce.io/docs/catalog/developer/catalog-apis/public-api.md): Use the Catalog Public API and in-app API playground to read and write metadata programmatically. Automate workflows, build integrations, and power...
- [Warehouse Importer](https://docs.coalesce.io/docs/catalog/developer/catalog-apis/warehouse-importer.md): Push table-like metadata into Catalog using the API. Learn the CSV format for databases, schemas, tables, columns, queries, and lineage.
- [Dust Integration](https://docs.coalesce.io/docs/catalog/developer/dust-integration.md): Connect the Catalog AI Assistant to Dust. Create a Dust app and agent to answer data questions from your Dust workspace using the Catalog public API.
- [Getting Your Catalog API Keys](https://docs.coalesce.io/docs/catalog/developer/getting-your-api-keys.md): Generate, scope, rotate, and revoke Catalog API tokens for the Public API, MCP, metadata importers, and castor-extractor. Learn expiration, notific...
- [GitHub Actions for dbt Sync](https://docs.coalesce.io/docs/catalog/developer/github-actions-dbt.md): Sync your dbt manifest to Catalog using GitHub Actions. Automate metadata updates on push with a workflow that uploads to GCS.
- [Developer Guide](https://docs.coalesce.io/docs/catalog/developer.md): Engineer-focused documentation for Catalog APIs, the castor-extractor CLI, CI automation, and programmatic integrations.
- [MCP Integration](https://docs.coalesce.io/docs/catalog/developer/mcp-integration.md): Connect your AI assistant to Coalesce Catalog through the Model Context Protocol. Set up Claude, Cursor, or Dust to search tables, dashboards, glos...
- [Catalog Auto Doc](https://docs.coalesce.io/docs/catalog/document-your-data/catalog-scribe/castor-auto-doc.md): Automatically document your data with the Catalog. Auto Doc retrieves descriptions from known sources and adds them to your tables and columns.
- [Column Description Propagation](https://docs.coalesce.io/docs/catalog/document-your-data/catalog-scribe/column-description-propagation.md): How Catalog leverages Column Lineage to increase documentation coverage
- [Describe With AI](https://docs.coalesce.io/docs/catalog/document-your-data/catalog-scribe/describe-with-ai.md): Generate AI-powered descriptions for dashboards, tables, and Knowledge pages. The AI uses all available metadata, not just SQL queries.
- [Description Auto-Complete](https://docs.coalesce.io/docs/catalog/document-your-data/catalog-scribe/description-auto-complete.md): Reuse column descriptions across tables in Catalog. Use suggestions from other tables to avoid copy-pasting documentation and document columns in m...
- [Catalog Scribe ✨](https://docs.coalesce.io/docs/catalog/document-your-data/catalog-scribe.md): Your very own personal assistant to write documentation
- [Knowledge Map](https://docs.coalesce.io/docs/catalog/document-your-data/knowledge-map.md): Explore Catalog's Knowledge Map to visualize your organization's knowledge pages, domains, metrics, and KPIs. Navigate and understand your data lan...
- [Lineage To Service Accounts](https://docs.coalesce.io/docs/catalog/document-your-data/lineage-to-service-accounts.md): Your data is sometimes used somewhere else than warehouses or dashboards: ML algorithms, data apps or third party services. Catalog materializes th...
- [Metadata Editor](https://docs.coalesce.io/docs/catalog/document-your-data/metadata-editor.md): Edit owners, tags, descriptions, and more in bulk across Catalog assets. Configure Automations for ongoing governance, or use one-shot bulk edits f...
- [PII Tagging Suggestions](https://docs.coalesce.io/docs/catalog/document-your-data/pii-tagging-suggestions.md): Use Catalog to automatically flag PII columns and tables. Learn how auto-detection scans metadata and applies detection patterns to identify and ta...
- [Pinned Assets](https://docs.coalesce.io/docs/catalog/document-your-data/pinned-assets.md): Add context to asset pages by pinning relevant tables or dashboards. Use AI suggestions or search to find and pin related assets in Catalog.
- [Query Explainer ✨](https://docs.coalesce.io/docs/catalog/document-your-data/query-explainer.md): Reading SQL just isn't fun
- [Add Tags to Assets](https://docs.coalesce.io/docs/catalog/document-your-data/tags/add-tags-to-assets.md): Import tags from your sources, create tags in Catalog, search by tags, and link tags to knowledge pages for discoverability and governance.
- [Tagging and Classification](https://docs.coalesce.io/docs/catalog/document-your-data/tags.md): Tag and classify data assets in Coalesce Catalog for discoverability, governance, and compliance. Learn tag types, faceted tags, imported vs Catalo...
- [Source Tags](https://docs.coalesce.io/docs/catalog/document-your-data/tags/source-tags.md): Find data origin, tagging tables, and allowing source domain navigation. All of that out of the box.
- [Tag Manager](https://docs.coalesce.io/docs/catalog/document-your-data/tags/tag-manager.md): Admin UI for managing tags in Catalog. Edit User tags, view tag origins, and navigate to tag or knowledge pages.
- [Templates](https://docs.coalesce.io/docs/catalog/document-your-data/templates.md): Create and apply documentation templates in the Catalog. Standardize formats for tables, dashboards, and Knowledge pages to improve consistency and...
- [Upload Existing Documentation](https://docs.coalesce.io/docs/catalog/document-your-data/upload-existing-documentation.md): Load existing documentation into Catalog: upload descriptions from CSV or import full docs from third-party tools.
- [Upload existing Descriptions](https://docs.coalesce.io/docs/catalog/document-your-data/upload-existing-documentation/upload-existing-descriptions.md): How to load existing table and column descriptions into Catalog from CSV. For unconnected warehouses, spreadsheets, or other tools.
- [Upload Existing Documentation](https://docs.coalesce.io/docs/catalog/document-your-data/upload-existing-documentation/upload-existing-docs.md): Import full documentation (readmes, guides) from third-party tools into Catalog using a CSV file.
- [Communication](https://docs.coalesce.io/docs/catalog/integrations/communication.md): Connect the Catalog to your communication tools. Integrate with Slack and Microsoft Teams to ask questions and get answers directly in your workflow.
- [Microsoft Teams](https://docs.coalesce.io/docs/catalog/integrations/communication/microsoft-teams.md): Learn how to install, configure, and use the Microsoft Teams extension with Coalesce Catalog.
- [Slack](https://docs.coalesce.io/docs/catalog/integrations/communication/slack.md): Set up the Catalog Slack app to use the Data Assistant and receive notifications about assets you own. Ask questions and share Catalog links with c...
- [Domo](https://docs.coalesce.io/docs/catalog/integrations/data-viz/domo.md): Connect Domo to Coalesce Catalog. Learn what Catalog extracts from Domo, including Pages, Cards, data sets, and asset-level lineage. Configure cred...
- [Holistics.io](https://docs.coalesce.io/docs/catalog/integrations/data-viz/holistics.io.md): Connect Holistics to Coalesce Catalog. Provide an API token to sync dashboards, models, and cards. Catalog Managed or self-service options.
- [BI Tools](https://docs.coalesce.io/docs/catalog/integrations/data-viz.md): Integrate BI and visualization tools with Coalesce Catalog. Use Catalog-managed or client-managed onboarding for Looker, Metabase, Tableau, Qlik, M...
- [Add an API Key to a Looker User](https://docs.coalesce.io/docs/catalog/integrations/data-viz/looker/add-an-api-key-to-a-looker-user.md): Create and copy a Looker API key for a user. Add the Client ID and Client Secret to Catalog for the Looker integration.
- [Looker](https://docs.coalesce.io/docs/catalog/integrations/data-viz/looker.md): Integrate Looker with the Catalog. Sync dashboards, looks, and metadata. Configure Catalog-managed or client-managed extraction.
- [Looker and the Catalog Browser Extension](https://docs.coalesce.io/docs/catalog/integrations/data-viz/looker/looker-chrome-extension.md): Use the Catalog browser extension while viewing Looker dashboards. Prerequisites, how dashboard URLs map to Catalog assets, verification steps, and...
- [Provide Access to Your LookML](https://docs.coalesce.io/docs/catalog/integrations/data-viz/looker/provide-access-to-your-lookml.md): To get lineage from your Looker elements to your tables, we require your LookML code in addition to the package extract.
- [Looker Studio](https://docs.coalesce.io/docs/catalog/integrations/data-viz/looker-studio.md): Integrate Looker Studio into Coalesce Catalog. Configure Google Service Account, whitelist Catalog IPs, and run the castor-extractor package for cl...
- [Metabase](https://docs.coalesce.io/docs/catalog/integrations/data-viz/metabase.md): Integrate Metabase into Coalesce Catalog. Choose Catalog-managed Metabase API credentials or client-managed extraction with the API or PostgreSQL a...
- [Mixpanel](https://docs.coalesce.io/docs/catalog/integrations/data-viz/mixpanel.md): Connect Mixpanel to Catalog. Configure service account credentials for Catalog-managed sync, upload BI metadata with BI Importer, and map Mixpanel ...
- [Mode](https://docs.coalesce.io/docs/catalog/integrations/data-viz/mode.md): Connect Mode Analytics to Catalog. Configure admin credentials for Catalog-managed sync or use the castor-extractor package for client-managed extr...
- [Omni](https://docs.coalesce.io/docs/catalog/integrations/data-viz/omni.md): Connect Omni to Coalesce Catalog through Coalesce Support. Beta connector for workbooks, queries, dashboards, lineage, and metadata from Omni works...
- [Periscope](https://docs.coalesce.io/docs/catalog/integrations/data-viz/periscope.md): Connect Periscope Data to Catalog. Configure admin credentials for Catalog-managed sync, upload BI metadata with BI Importer, and map Periscope das...
- [Power BI Dataflows in Catalog](https://docs.coalesce.io/docs/catalog/integrations/data-viz/power-bi.md): Understand how Coalesce Catalog computes lineage when Power BI Dataflows sit between your warehouse and semantic data sets. Learn which Power BI as...
- [Troubleshoot Power BI Lineage When Columns Are Renamed](https://docs.coalesce.io/docs/catalog/integrations/data-viz/power-bi/power-bi-lineage-column-rename.md): Resolve missing or partial field lineage in Catalog after Power Query column renames. Learn which Table.RenameColumns patterns Catalog maps, how dy...
- [Power BI Troubleshooting in Catalog](https://docs.coalesce.io/docs/catalog/integrations/data-viz/power-bi/power-bi-troubleshooting.md): Fix incomplete lineage, stale metadata, expired credentials, Teams and Microsoft Search deep links, and ingestion failures when Power BI connects t...
- [Power BI Setup](https://docs.coalesce.io/docs/catalog/integrations/data-viz/power-bi/powerbi.md): Connect Power BI to Catalog. Configure Microsoft Entra app, security groups, and admin settings for Catalog-managed or client-managed extraction. L...
- [Qlik Sense](https://docs.coalesce.io/docs/catalog/integrations/data-viz/qlik-sense.md): Connect Qlik Sense to Catalog. Configure API credentials for Catalog-managed sync or use the castor-extractor package for client-managed extraction.
- [Setting Up the API Key](https://docs.coalesce.io/docs/catalog/integrations/data-viz/qlik-sense/setting-up-the-api-key.md): Configure API key access for Catalog to connect to Qlik Sense. Create a dedicated Catalog user or add a key to an existing user with the right perm...
- [Redash](https://docs.coalesce.io/docs/catalog/integrations/data-viz/redash.md): Integrate Redash with the Catalog. Configure Catalog-managed extraction with your Admin User API key and Base URL.
- [Sigma](https://docs.coalesce.io/docs/catalog/integrations/data-viz/sigma.md): Connect Catalog to Sigma. Configure API token and Client ID, choose Catalog-managed or client-managed sync, schedule extraction, and understand Sig...
- [Sisense](https://docs.coalesce.io/docs/catalog/integrations/data-viz/sisense.md): Connect Catalog to Sisense. Configure credentials for Catalog-managed sync, set the Sisense base URL for cloud or self-hosted deployments, and uplo...
- [MicroStrategy](https://docs.coalesce.io/docs/catalog/integrations/data-viz/strategy.md): Connect Catalog to MicroStrategy. Whitelist Catalog IPs, create a dedicated user with the right privileges, and provide credentials.
- [Superset](https://docs.coalesce.io/docs/catalog/integrations/data-viz/superset.md): Integrate Apache Superset with Coalesce Catalog. Configure Catalog-managed credentials as a Superset Admin, upload BI metadata with BI Importer, an...
- [Tableau](https://docs.coalesce.io/docs/catalog/integrations/data-viz/tableau.md): Integrate Tableau with the Catalog. Sync dashboards, data sources, and metadata. Configure Catalog-managed or client-managed extraction. Troublesho...
- [ThoughtSpot](https://docs.coalesce.io/docs/catalog/integrations/data-viz/thoughtspot.md): Integrate ThoughtSpot into Coalesce Catalog. Configure admin credentials, whitelist Catalog IPs, and run the castor-extractor package for client-ma...
- [Zoho](https://docs.coalesce.io/docs/catalog/integrations/data-viz/zoho.md): Integrate Zoho Analytics into Coalesce Catalog. Configure OAuth Self Client credentials, choose the correct analytics API server URI for your regio...
- [Amazon Athena and Glue](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/amazon-athena-and-glue.md): Connect Coalesce Catalog to AWS Glue Data Catalog and optional Amazon Athena signals. Allowlist Catalog IPs, build tiered IAM policies for metadata...
- [BigQuery Set Up](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/bigquery/bigquery-set-up.md): Set up BigQuery with the Catalog. Create a Google Service Account, grant roles, whitelist IPs, and add credentials.
- [BigQuery](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/bigquery.md): Connect Google BigQuery to Coalesce Catalog. Extract databases, tables, columns, lineage, and tags. Set up credentials and run extraction.
- [Databricks](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/databricks.md): Connect Databricks to Coalesce Catalog. Set up OAuth M2M authentication, retrieve host and HTTP path, enable system tables, and add credentials for...
- [Domo Data](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/domo-data.md): Connect Domo as a data warehouse to Coalesce Catalog. Configure credentials, whitelist Catalog IPs, and run the castor-extractor package for client...
- [Warehouses](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses.md): Connect your data warehouse to Catalog. Create a dedicated user with metadata-only access and share credentials to enable integration.
- [MySQL](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/mysql.md): Connect Catalog to MySQL. Whitelist Catalog IPs, create a dedicated user with SELECT and EXECUTE rights, or extract metadata for client-managed sync.
- [PostgreSQL](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/postgres.md): Connect Catalog to PostgreSQL. Whitelist Catalog IPs, create a dedicated user with USAGE and REFERENCES, and run procedures to grant rights on curr...
- [Redshift](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/redshift.md): Connect Catalog to Amazon Redshift. Whitelist Catalog IPs, create a dedicated user with SYSLOG access, and run procedures to grant rights on existi...
- [S3](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/s3.md): Connect S3 to the Catalog. Requires an active Catalog-managed Snowflake integration. Add credentials to sync metadata.
- [Salesforce](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/salesforce.md): Learn how to connect Snowflake to Catalog with this step-by-step setup guide. Create users, configure roles, set up key pair authentication, and te...
- [Snowflake](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/snowflake.md): Connect Catalog to Snowflake to extract metadata, lineage, and tags. Step-by-step setup for creating a dedicated user, key pair authentication, IP ...
- [SQL Server](https://docs.coalesce.io/docs/catalog/integrations/data-warehouses/sqlserver.md): Learn how to configure a SQL Server integration in Catalog, including network access, permissions, and validation steps.
- [Integrations](https://docs.coalesce.io/docs/catalog/integrations.md): Catalog integrations for warehouses, BI tools, transformation, quality, knowledge bases, and more.
- [Confluence](https://docs.coalesce.io/docs/catalog/integrations/knowledge-bases/confluence.md): Sync Confluence pages with Catalog to keep your knowledge base up to date and power the AI Assistant.
- [Knowledge Bases](https://docs.coalesce.io/docs/catalog/integrations/knowledge-bases.md): Connect Catalog to Confluence and Notion to sync documentation and knowledge base content.
- [Notion](https://docs.coalesce.io/docs/catalog/integrations/knowledge-bases/notion.md): Integrate Notion with the Catalog to sync data documentation. Keep your knowledge base up to date and power the AI Assistant with Notion content.
- [Integration OAuth Troubleshooting](https://docs.coalesce.io/docs/catalog/integrations/oauth-troubleshooting.md): Resolve OAuth authentication issues for Catalog integrations. Diagnose expired tokens, redirect URI mismatches, missing scopes, and client id or se...
- [Airflow setup](https://docs.coalesce.io/docs/catalog/integrations/other/airflow/airflow-setup.md): Connect Catalog to Apache Airflow with OpenLineage and Marquez. Configure Airflow environment variables, provision credentials Catalog uses to read...
- [Airflow](https://docs.coalesce.io/docs/catalog/integrations/other/airflow.md): Connect Catalog to Apache Airflow by pushing table links through the Catalog Public API or by flowing OpenLineage into Marquez for DAG-to-table lin...
- [GitHub and GitLab](https://docs.coalesce.io/docs/catalog/integrations/other/github-and-gitlab.md): Push GitHub and GitLab links to your tables in the Catalog. Use the dedicated API endpoint to sync repository references.
- [Orchestrators](https://docs.coalesce.io/docs/catalog/integrations/other.md): Connect Catalog to Airflow, GitHub, and GitLab for orchestration and version control.
- [dbt Tests](https://docs.coalesce.io/docs/catalog/integrations/quality/dbt-tests.md): Display dbt test results on related dbt assets in Catalog. Configure Catalog-managed or client-managed sync for manifest and run results.
- [Great Expectations](https://docs.coalesce.io/docs/catalog/integrations/quality/great-expectations.md): Connect Catalog to Great Expectations validation results stored in Amazon S3. Configure a validations store, grant read access, and surface suite-l...
- [Quality](https://docs.coalesce.io/docs/catalog/integrations/quality.md): Integrate data quality tools with Catalog. Display test results from Coalesce Quality, dbt, Monte Carlo, Sifflet, Soda, and other providers on your...
- [Monte Carlo](https://docs.coalesce.io/docs/catalog/integrations/quality/monte-carlo.md): Connect Monte Carlo to Catalog to display monitors on your data assets. Configure API credentials for Catalog-managed sync.
- [Sifflet](https://docs.coalesce.io/docs/catalog/integrations/quality/sifflet.md): Connect Catalog to Sifflet to display data quality checks and results on your data assets.
- [Soda](https://docs.coalesce.io/docs/catalog/integrations/quality/soda.md): Connect Catalog to Soda Cloud to display Soda checks and their results on your data assets.
- [Sync Back](https://docs.coalesce.io/docs/catalog/integrations/sync-back.md): Push documentation from Catalog to your data warehouse, BI tools, or transformation platforms.
- [Sync Back to BigQuery (Beta)](https://docs.coalesce.io/docs/catalog/integrations/sync-back/sync-back-to-bigquery-beta.md): Push table and column descriptions from Catalog to BigQuery. Requires a Catalog-managed BigQuery integration.
- [Sync Back to Looker (Beta)](https://docs.coalesce.io/docs/catalog/integrations/sync-back/sync-back-to-looker-beta.md): Push descriptions from the Catalog back to Looker dashboards. Requires a Catalog-managed Looker integration.
- [Sync Back to Snowflake](https://docs.coalesce.io/docs/catalog/integrations/sync-back/sync-back-to-snowflake.md): Push table and column descriptions from Coalesce Catalog to Snowflake. Once activated, your descriptions sync back to Snowflake automatically every...
- [Sync Back to Tableau (Beta)](https://docs.coalesce.io/docs/catalog/integrations/sync-back/sync-back-to-tableau-beta.md): Push Certified and Deprecated statuses from Catalog to Tableau. Mark workbooks, request sync, and add tags without overwriting existing Tableau tags.
- [Sync Back Troubleshooting](https://docs.coalesce.io/docs/catalog/integrations/sync-back/sync-back-troubleshooting.md): Resolve delayed sync back jobs, stale Git branches, idle Coalesce Transform requests, stale BI metadata, and content freeze pauses when pushing Cat...
- [Coalesce Owners](https://docs.coalesce.io/docs/catalog/integrations/transformation/coalesce/coalesce-owners.md): How Catalog assigns Technical Owners for Coalesce-built tables from Git contributions and when owner lists refresh.
- [Coalesce](https://docs.coalesce.io/docs/catalog/integrations/transformation/coalesce.md): Connect Catalog to Coalesce Transform for lineage, documentation sync, and data quality. Trace pipelines, enrich metadata, and sync descriptions be...
- [Set Up](https://docs.coalesce.io/docs/catalog/integrations/transformation/coalesce/set-up.md): Create the Coalesce Transform and Coalesce Quality sources in Catalog. Configure credentials with your Coalesce token and host.
- [Sync Back to Coalesce](https://docs.coalesce.io/docs/catalog/integrations/transformation/coalesce/sync-back-to-coalesce.md): Document in the Catalog and get it propagated to your Coalesce Nodes. When you request a sync back, it will create a new branch in your Git reposit...
- [dbt Cloud](https://docs.coalesce.io/docs/catalog/integrations/transformation/dbt/dbt-cloud.md): Connect dbt Cloud to Catalog. Provide a service token, base URL, and job ID for Catalog-managed metadata extraction.
- [dbt Core](https://docs.coalesce.io/docs/catalog/integrations/transformation/dbt/dbt-core.md): Integrate dbt with the Catalog. Send your dbt manifest.json to sync metadata, lineage, and descriptions.
- [dbt](https://docs.coalesce.io/docs/catalog/integrations/transformation/dbt.md): Connect dbt Cloud or dbt Core to Catalog. Sync metadata, owners, and documentation between dbt and Catalog.
- [Sync back to dbt](https://docs.coalesce.io/docs/catalog/integrations/transformation/dbt/sync-back-to-dbt.md): Sync table and column descriptions from Catalog to your dbt YAML files. Grant Git access, request a sync, and review the new branch.
- [Transformation](https://docs.coalesce.io/docs/catalog/integrations/transformation.md): Connect the Catalog to your transformation tools. Integrate with dbt and Coalesce to sync metadata, lineage, and documentation.
- [User Guide](https://docs.coalesce.io/docs/catalog/intro.md): Discover Coalesce Catalog. Find, understand, and use your data with a data catalog that bridges business and engineering teams.
- [Company-Wide Install](https://docs.coalesce.io/docs/catalog/navigate/browser-extensions/company-wide-install.md): Make the Catalog Chrome extension available for a group of users or your whole company via Google Workspace admin.
- [Browser Extensions](https://docs.coalesce.io/docs/catalog/navigate/browser-extensions.md): Get Catalog information directly from your data tools. Supported on Chrome and Edge.
- [Catalog and Marketplace Interfaces](https://docs.coalesce.io/docs/catalog/navigate/catalog-and-marketplace-interfaces.md): Learn the difference between the Catalog and Marketplace interfaces. Catalog shows all assets; Marketplace shows curated, consumption-ready data pr...
- [Lineage](https://docs.coalesce.io/docs/catalog/navigate/lineage.md): Discover assets by navigating through the lineage graph. Understand where data comes from, where it goes, and how tables, columns, dashboards, and ...
- [Lineage Troubleshooting](https://docs.coalesce.io/docs/catalog/navigate/lineage/lineage-troubleshooting.md): Troubleshoot lineage visibility in Catalog. Resolve field-level gaps, missing columns, stale lineage after BI refresh, cross-connector mismatches, ...
- [People](https://docs.coalesce.io/docs/catalog/navigate/people.md): View users and their information in Catalog. Find email addresses, roles, connected sources, account creation dates, and profile links.
- [Search Your Asset](https://docs.coalesce.io/docs/catalog/navigate/search.md): Search through your assets with Catalog. Use quick search, advanced search with filters, and the left-hand menu to find tables, dashboards, and kno...
- [Popularity](https://docs.coalesce.io/docs/catalog/navigate/search/popularity.md): Understand how popularity works in Catalog. Learn how the 5-star score is computed from queries and views, and which queries are used.
- [Quick Set Up](https://docs.coalesce.io/docs/catalog/quick-set-up.md): Get Catalog up and running in three steps: sign up, connect your warehouse, and connect your BI tool. Includes setup checklists, managed vs client-...
- [Catalog AI Safety](https://docs.coalesce.io/docs/catalog/support/catalog-ai-safety.md): Understand how Catalog AI handles your metadata with OpenAI. Learn what data is shared, when it is shared, and how U.S. privacy laws and GDPR apply.
- [Catalog Subprocessors](https://docs.coalesce.io/docs/catalog/support/catalog-subprocessors.md): Third-party subprocessors Coalesce engages to deliver Coalesce Catalog, the nature of their processing, and where they operate.
- [How to reach us](https://docs.coalesce.io/docs/catalog/support/how-to-reach-us.md): Contact the Catalog team through Slack, Microsoft Teams, in-app support, or email. We made this as easy as possible.
- [Service Level Terms](https://docs.coalesce.io/docs/catalog/support/service-level-terms.md): Catalog uptime SLA and service credit terms. 98% monthly availability with credits for qualifying disruptions.
- [Advanced Search](https://docs.coalesce.io/docs/catalog/use-cases/discover/advanced-search.md): Use Advanced Search in Catalog to find assets by name, description, owner, tag, or domain. Filter results to narrow your scope.
- [AI Search](https://docs.coalesce.io/docs/catalog/use-cases/discover/ai-search.md): Use Catalog's AI assistant to find metrics, dashboards, tables, and field definitions using natural language. Discover data assets faster with AI-p...
- [Data Discovery](https://docs.coalesce.io/docs/catalog/use-cases/discover.md): Discover how Catalog centralizes metadata from warehouses, BI tools, and transformation tools. Search and browse domains, metrics, dashboards, tabl...
- [Knowledge Section](https://docs.coalesce.io/docs/catalog/use-cases/discover/knowledge-section.md): Find metrics, terms, and domain definitions in the Knowledge section. These pages link to related data assets such as tables, fields, dashboards, a...
- [Lineage](https://docs.coalesce.io/docs/catalog/use-cases/discover/lineage.md): Use lineage in Catalog to trace relationships between assets. Navigate from a known dashboard or table to find related assets.
- [Navigation Menu](https://docs.coalesce.io/docs/catalog/use-cases/discover/navigation-menu.md): Browse Catalog using the left panel. Navigate through databases, schemas, and folders to find tables or dashboards.
- [People and Teams](https://docs.coalesce.io/docs/catalog/use-cases/discover/people-and-teams.md): Find assets by who uses them. Use the People or Teams page to see ownership, frequent queries, and contributions.
- [AI-Powered Descriptions](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/descriptions/ai-powered-descriptions.md): Generate AI-powered documentation for tables, dashboards, and columns. Use metadata and lineage context to create consistent descriptions quickly.
- [Descriptions](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/descriptions.md): Ways to add and sync table, column, and dashboard descriptions in Catalog: ingested from source, CSV upload, propagation, bulk edit, and AI.
- [Ingested Descriptions from Source](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/descriptions/ingested-descriptions-from-source.md): Learn how Coalesce Catalog ingests column, table, and dashboard descriptions from data warehouses, BI tools, transformation tools, and SaaS sources.
- [Template Examples](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/descriptions/templates-examples.md): Standardized template examples for documenting tables, dashboards, metrics, and domains in Catalog. Copy and adapt for your documentation initiative.
- [User-Generated Descriptions](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/descriptions/user-generated-descriptions.md): Add descriptions manually in Catalog using the README section and description fields. Apply templates for consistent structure across assets.
- [Governance Concepts](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/governance-concepts.md): Learn how Catalog bridges business knowledge and data assets. Use tags, pinned assets, ownership, and History to organize information, trace metada...
- [Ownership](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/governance-concepts/ownership.md): Assign owners to Catalog assets for documentation and maintenance. Learn what it means to be an owner, who makes a good candidate, and how custom o...
- [Pinned Assets and Mentions](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/governance-concepts/pinned-assets-and-mentions.md): Create references between assets using pinned assets and in-page mentions. Link business definitions to dashboards and tables for better discovery.
- [Tags](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context/governance-concepts/tags.md): Use tags in Catalog to identify and group assets. Create domain, data classification, and deployment stage tags for better organization.
- [Content and Context](https://docs.coalesce.io/docs/catalog/use-cases/document/content-and-context.md): Generate knowledge and enrich asset context in Catalog using descriptions, tags, pinned assets, and ownership.
- [Dashboard Assets](https://docs.coalesce.io/docs/catalog/use-cases/document/documentable-assets/dashboard-assets.md): Document dashboard and report assets in Catalog. Find semantic models, data sets, dashboards, and reports synced from BI and analytics platforms.
- [Data Assets](https://docs.coalesce.io/docs/catalog/use-cases/document/documentable-assets/data-assets.md): Document table and column assets in Catalog. Find tables and views from data warehouses, grouped under databases and schemas.
- [Documentable Assets](https://docs.coalesce.io/docs/catalog/use-cases/document/documentable-assets.md): Find the right guide for documenting dashboard assets, data assets, and knowledge pages in Catalog.
- [Knowledge Pages](https://docs.coalesce.io/docs/catalog/use-cases/document/documentable-assets/knowledge-pages.md): Link business concepts and definitions to data assets in Catalog. Create domains, metrics, glossary terms, and other knowledge documentation.
- [How To Approach a Documentation Initiative](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative.md): Launch a documentation initiative in Catalog. Follow five steps to enrich assets with clear, consistent, and searchable metadata for effective data...
- [Step 1: Create Your Domains](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative/step-1-create-your-domains.md): Create your domain structure in the Catalog. Define data domains, generate tags, assign owners, and structure domains for governance.
- [Step 2: Tag Your Assets](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative/step-2-tag-your-assets.md): Use domain tags to generate the scope of each domain. Tag tables, views, dashboards, reports, and related knowledge pages.
- [Step 3: Create Key Metrics and Glossary Terms](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative/step-3-create-key-metrics-and-glossary-terms.md): Create key metrics and a glossary for each domain or team. Document business concepts with clear definitions and sources.
- [Step 4: Assign Ownership](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative/step-4-assign-ownership.md): Assign owners to tables, dashboards, and knowledge pages. Use Catalog information to identify frequent users, technical owners, and creators.
- [Step 5: Set Targets and Execute](https://docs.coalesce.io/docs/catalog/use-cases/document/how-to-approach-a-documentation-initiative/step-5-set-targets-and-execute.md): Split documentation work into sprints, use templates, and monitor progress with analytics dashboards.
- [Documenting in Catalog](https://docs.coalesce.io/docs/catalog/use-cases/document.md): Capture and share knowledge in Catalog. Link data assets, BI assets, and business concepts using tags, ownership, and pinned assets.
- [5-Minute Quick Start Guide](https://docs.coalesce.io/docs/catalog/use-cases/five-minute-quick-start-guide.md): Get started with Coalesce Catalog in 5 minutes. Learn to log in, explore the interface, search assets, and use the AI assistant.
- [Asset Management: Query and Cost Optimization](https://docs.coalesce.io/docs/catalog/use-cases/manage-data-assets-query-and-cost-optimisation.md): Use Catalog reports to identify query and cost optimization opportunities. Find high-impact tables, unused assets, and slow queries.
- [Dependency Management: Impact Assessment and Migrations](https://docs.coalesce.io/docs/catalog/use-cases/manage-dependencies-impact-assessment-and-migrations.md): Use Catalog lineage to understand downstream impact, trace data issues, and identify affected reports and users.
- [Using Catalog To Migrate Data Solutions](https://docs.coalesce.io/docs/catalog/use-cases/manage-dependencies-impact-assessment-and-migrations/use-catalog-to-migrate-data-solutions.md): Leverage Catalog for data migration: scope with lineage, assign ownership, document during execution, and launch with full documentation.
- [PII and Sensitive Data](https://docs.coalesce.io/docs/catalog/use-cases/manage-pii-and-sensitive-data.md): Identify and manage PII in the Catalog. Learn how to request a PII likelihood report, tag columns, and find PII assets using advanced search and re...