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Manage Dataset

The Datasets page lets you create, review, and configure your Auto Insights Datasets.

Azure_Datasets.png

Create Dataset

Within the Datasets page, select Create Dataset to create a new dataset from Analytics Cloud Dataset. See the Import Dataset from Analytics Cloud article to learn how to

Note

You can also import data via Alteryx Designer using the Auto Insights Uploader tool. See the Import Data via Designer article to learn how.

Review Datasets

The Datasets page lists all datasets that you can access.

  • Name—Name of the dataset. Click the dataset name to use this dataset in a Mission. See Create Missions.Create Missions

  • Shared with—Users that have access to this dataset.

    • A “padlock” icon indicates that a dataset is private and has not been shared with anyone.

    • An “earth” icon indicates a dataset is shared with all Auto Insights users in your workspace.

    • A “globe” icon indicates that this is a sample dataset provided for evaluation by Auto Insights.

  • Owner—Owner of the dataset.

  • Last refreshed—Timestamp for the last time this dataset was updated.

  • Source—The source of data for this dataset. Hover to see details on the data source. Datasets can have one of the following source types (which are explored further below):

  • Dataset Ingestion information shown conditionally:

    • An Analyzing… tile will be displayed when a refresh of the dataset is in progress. Hover on the tile to see an overview of the ingestion progress.

    • An error icon will be displayed when the refresh was not successful. Hover on the error for more information.

Dataset Options

Select the 3-dot menu next to your dataset to view the available options, where applicable...

  • Configure dataset: Review and adjust the configuration settings for this dataset.

  • Rename dataset: Change the name of the dataset.

  • Refresh dataset: Trigger an immediate refresh of this dataset, importing new data from the configured data source. This option is only available for datasets with an Analytics Cloud source.

    • Users who have been granted Editor access to the Auto Insights dataset will be able to trigger Refresh, even if they haven't been granted access to the Analytics Cloud dataset or connection dependencies.

  • Replace dataset: Connect Auto Insights dataset to Analytics Cloud by linking to an Analytics Cloud dataset.

  • Schedule: Configure a refresh schedule for this dataset to periodically import new data from the configured data source. This option is only available for datasets with an Analytics Cloud or Auto Insights-Connection source. See Database Refresh Frequency.

  • Share: Share the dataset with other users.

  • Delete dataset: Delete the dataset.

    Warning

    Deleting a dataset removes all configuration and data stored for this dataset in Auto Insights.

    Missions and Subscriptions that use this dataset will no longer be able to access it. For datasets with Analytics Cloud source, the Analytics Cloud dataset used by this dataset will not be deleted.

Types of Datasets

There are three types of datasets, as differentiated by the information shown in the Source column; Analytics Cloud Datasets, Auto Insights datasets, and Designer datasets.

Dataset Type

Summary

Analytics Cloud dataset, including:

  • Files uploaded via Analytics Cloud

  • Connections configured via Analytics Cloud

  • Datasets created through other Analytics Cloud Applications (e.g. Designer Cloud)

Analytics Cloud datasets...

  • Are visible in Analytics Cloud (Library, Schedules, Sharing, Plans).

  • Can be shared with others using the Analytics Cloud sharing experience (embedded within Auto Insights Datasets page).

  • Can not be configured with Row Based Permissions.

  • Can have multiple refresh schedules configured using the Analytics Cloud scheduling experience (embedded within Auto Insights Datasets page).

Auto Insights dataset, including:

  • CSV and ZIP files uploaded via Admin Portal

  • Connections configured via Admin Portal

  • Synthetic datasets generated through Playbooks

  • Sample datasets (available to all Auto Insights users)

Auto Insights datasets...

  • Are not visible in Analytics Cloud (Library, Schedules, Sharing, Plans).

  • Can be shared with others via Groups in the Auto Insights Admin Portal (available via Share menu option in Datasets page).

  • Can be configured with Row Based Permissions (see Dataset Access).

  • That are created from a Database Connection can have up to one refresh schedule configured via the Auto Insights Admin Portal (available via Schedule menu option in Datasets page, where relevant).

Designer dataset; those datasets imported via Designer Desktop using the Auto Insights Uploader tool.

Designer datasets...

  • Are not visible in Analytics Cloud (Library, Schedules, Sharing, Plans).

  • Can be shared with others via Groups in the Auto Insights Admin Portal (available via Share menu option in Datasets page).

  • Can be configured with Row Based Permissions (see Dataset Access).

  • Cannot have refresh schedules configured within Auto Insights or Analytics Cloud. Desktop Workflows can be scheduled via Server or Cloud Execution for Desktop.

Edit Dataset Settings

You can configure various settings for each dataset. Review each of the below articles to find out more.

In this section: