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Step 1: Go to the Data Library

Navigate to the Data Library (NEW!) on the left side menu. Create your required folder structure before creating a Dataset.

You cannot currently rename a folder. If you need to rename a folder, please delete and create a new folder. You cannot currently move a folder. If you need to move a folder, please delete and create in the new location.

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Step 2: Create a Dataset

Give the dataset a meaningful name and assign it to a destination schema. This ensures it is easily recognizable.

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Step 3: Define the Dataset

Write the SQL logic for your dataset and define fields, conditions, and business logic.

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Step 4: Commit Your Changes

Once you’ve written or updated the SQL, click the “Create Commit” button to save your changes. You will now document your version history and ensure every version update is traceable.

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Step 5: Import Global Datasets into a Dashboard

You are now ready to build! You can use both Global Datasets and dashboard-specific “local” datasets to build dashboards. Navigate to the Datasets tab in the dashboard creation page to search and import the dataset(s) you need from the Data Library.