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Datasets

Datasets are essential to working in DataChat. They can be created by importing tables from database connections or uploading files. By default, DataChat includes four example datasets to help you get started:

  • telcoCustomerChurn.csv. Dataset from a telecommunications company on customer retention.
  • Credit_Risk.csv. Dataset on lending and default likelihood for credit users.
  • Heart_Health.csv. Dataset about key indicators of heart disease.
  • Hotel_Reservations.csv. Dataset about online hotel reservation platforms and their relationship to the booking landscape and customer behavior.

Creating Datasets​

From Database Connections​

To create a dataset, you must first create a database connection or open an existing database connection in the Database Browser, then:

  1. Select the connection to import tables from.
  2. Select the tables to import.
  3. Optionally, preview the tables by clicking the table name.
  4. Click Import. Optionally, you can also click Import and Load to load the tables directly into a new session.

database browser

Imported datasets will appear in My Work under a folder labeled database name > schema name > datasets. They will also be listed in the Datasets section.

datasets

From Local Files​

Use local files for small, static, or one-off datasets. Supported file formats include:

  • Comma-separated values (.csv)
  • Excel (.xlsx)
note

Datasets created from local files can contain at most 1600 columns.

From the Homepage​

  1. Click New > Dataset > Upload
  2. Either drag and drop your dataset file, or browse your local machine.

The datasets will appear in both My Work and the Datasets sections of the homepage. Note that if the uploaded file contains multiple sheets, a new folder named <filename> is created under My Work. Each sheet is treated as a separate dataset and appears within this folder.

upload a file

Within a Session​

  1. Click Add Dataset > Upload in the Skill menu. Optionally, you can also use New Dataset > Upload if data has not yet been uploaded.
  2. Either drag and drop your dataset file, or browse your local machine.

The datasets automatically load into your session. They will appear in both My Work and the Datasets sections of the homepage.

upload a file in a session

Load Datasets into a Session​

From the Homepage​

To load a single dataset into a session from the homepage, locate the dataset from either My Work or the Datasets section and double-click the dataset to load. This automatically opens a new session and loads the selected dataset.

To load an entire folder of datasets into a session from the homepage:

  1. Select the folder to load datasets from.
  2. Right-click and select Load Folder. Optionally, you can also use the Load Folder button in the toolbar.

load datasets homepage

This automatically opens a new session and loads all the datasets within the selected folder.

Within a Session​

To load datasets from within a DataChat session:

  1. In the Data tab, select Add Dataset > Load in the skill menu. You can also click New Dataset if data has not yet been loaded.
  2. Select the dataset or folder you'd like to load. Optionally, use the dropdown next to a folder to see its contents.
  3. If you dataset is not shown, you can Search for the dataset.
  4. Click Load. Alternatively, for loading a single folder or dataset, you can double-click on the respective item.

Once completed, the window automatically closes and loads the dataset into the session.

load datasets session

Refresh Saved Datasets​

Datasets created by saving active datasets in a session can be refreshed. This is especially helpful when the underlying file has been updated to incorporate fresh data.

To refresh a dataset:

  1. From the homepage, navigate to either My Work or Datasets.
  2. Click the Refresh button next to the dataset you'd like to update.

This automatically opens the Editor and runs the underlying workflow that created the dataset. If the underlying workflow is run successfully, a green check appears to the left of the dataset name.

refresh dataset

Edit a Dataset​

The underlying workflows of these datasets can also be edited to add or remove steps. Refer to Edit Steps.

note

While steps that create other objects such as charts or models can be added, only the steps that modify or change the state of the dataset are applied.

If you edit the underlying workflow, the workflow changes to unverified, and the green check changes to a red icon.

If no errors are encountered, the workflow is automatically verified and saved.