Understand the hierarchy
Choose a Layer model
There is no universal Layer structure. Start with the boundary that is hardest to change later—usually data ownership and access—and avoid creating more Layers than your team can maintain.Data from your own company
For a workspace that contains internal company data, organize Layers by processing stage:Data from clients
For agencies, consultancies, and other service providers, client isolation is usually more important than processing stage. Start with one Layer per client:acme_bronze, acme_silver, and acme_gold. Use this structure only when the additional separation provides a clear governance or operational benefit.
Internal and client data
For a hybrid workspace, combine the two models. Keep one Layer per client and separate Layers for your internal data lifecycle:Name tables for humans and agents
Table names are part of the context used by your team and AI agents. A person should understand what a table contains without opening it.- Use lowercase
snake_casenames. - Name the business entity and, when relevant, its grain:
facebook_ads_campaign_dailyis clearer thanads_data. - Keep source names when they help distinguish similar datasets:
hubspot_dealsanderp_orders. - Avoid unexplained abbreviations, temporary labels, and names such as
table_1,new, orfinal. - Add descriptions to Layers, tables, and important fields, especially when a business definition is not obvious.
Start with the minimum structure
1
Identify data ownership
Decide whether the workspace will contain internal data, client data, or both.
2
Define access boundaries
List which teams or clients must be isolated. Use those boundaries to choose the Layer model.
3
Create the first Layers
Create only the Layers required for the first use case. You can add more as the operation grows.
4
Map the first source
Select only the streams required for the first use case and give their output tables descriptive names.
5
Review after real usage
Revisit the structure after the team has used the data. Recurring questions reveal which Silver or Gold tables should be created next.
Avoid common mistakes
- Creating a Layer for every Source when there is no access or lifecycle reason for it.
- Using Folders as if they restricted access.
- Mixing source tables and business-ready tables without a naming or Layer convention.
- Connecting every available stream before defining the first use case.
- Creating deep Folder hierarchies that make tables harder to find.
- Renaming Layers and tables without checking dependent pipelines and context documents.
Related documentation
Connect a data source
Map the first source streams to tables in your Catalog.
Permissions
Control which Members can access each Layer and table.
Lineage
Understand how tables and pipelines depend on each other.
Catalog overview
Learn how data moves through the Catalog.