1. On the sidebar, click Datasets.

   The Datasets pane appears.

   

2. In the Datasets pane, click New dataset.

   The Step 1 – Connect page opens.

   

3. You have two options to proceed with dataset creation:

   • Upload a new file: If you do not have a file connection, click Browse and select a file. The uploaded file is automatically saved as a data connection. Proceed to Step 2 – Refine.

   • Use a file connection: If you have already uploaded a file previously or have a shared file connection, click To a saved connection, and then click the needed tile.

     

4. If you use a file connection in previous step, select data for your dataset:

   1. In the Choose tables to import page, under Tables, double-click the data source to expand it.

      

      Use search to find columns and tables

      Expand the folders that you want to search in, then type your text, and press Enter.

      The total number of matches found is displayed under the field. Press Enter to navigate the matches one by one. The match in focus is highlighted in blue; all the other matches are highlighted in yellow.

      

      Preview data

      To preview data in a table, point to the table, and click View data. 

      

      Select the same column(s)

      You can add the same columns as a second data source to create multiple-role type joins between the tables from the same data connection.

      When adding the same column or table, you need to provide a new name for the data source.

      

   2. In the tree, click the measures and dimensions that you want to include in the dataset.

      All the items that you click appear under Selected items.

      If you click a folder, all the items from that folder are added with one click.

      

      Preview data

      To preview data in a table, point to the table, and click View data. This option is available in the Selected items pane for all data sources.

      

      Rename columns

      To rename all the columns in a table, point to a table, and then click Rename all columns.

      

      In the Rename all columns dialog, specify how to rename the columns:

      • Add prefix – Add a data source name or a custom string in front of the column name.
      • Add suffix – Add a data source name or a custom string after the column name.
      • Format – Capitalize the column names: only first letter, all uppercase, or all lowercase.

      • Replace – Enter the text that you want to replace and specify a new text. For example, you can replace the underscore with the space character.

      

      Rename a column

      To rename a column in a table, point to the column, and then click Rename column.

      In the Rename columns dialog, specify a new name for the column and click OK.

      To remove an item from the Selected items section, point to a column, and then click Delete. To remove all selected items, click Clear all columns at the bottom of the page.

1. On the Step 2 – Refine page, depending on the file structure, data can be displayed as follows:

   • File with one table: The table is displayed on a tab as a unique data source. The name of the table (data source) is the same as the file name.

   • Excel file with multiple sheets: Each sheet is placed on a separate tab as an individual data source.

     

2. Manage the columns of each data source as needed:

   Add or edit a column in a data source

   The following options are available:

   • Rename – Click column options, and then click Rename. Edit the name as needed.

     

   • Exclude – Point to the column, click column options, and then click Exclude.

   • Split – Point to the column, click column options, and then click one of the following options:

     • By delimiter – Select or enter the separator at which to split the column into up to 3 columns.

       

     • By length – Specify the number of characters to repeatedly split the text column into up to 3 columns. For example, split into two columns every 5 characters.

       

   • Clean – Point to the column, click column options, and then click one of the following options:

     • Format

       • Make uppercase – Make all characters uppercase.
       • Make lowercase – Make all characters lowercase.
       • Capitalize first letter – Make the first letter uppercase and turn the rest to lowercase.

     • Remove

       • Punctuation – Remove selected types of punctuation in a string column.

         

       • NULLs – Add a filter to remove all rows with the NULL value in a column.

       • Blanks – Add a filter to remove all blank rows in a string column.

       • Zero values – Add a filter to remove all rows with zero value in a numeric column.

       • Negative values – Add a filter to remove all rows with a negative value in a numeric column.

     • Replace

       • NULLs – Specify a value to replace all NULL values in a column.

       • Value – Specify a new value to replace a specified old value in a column.

         

     • Trim

       • Leading & Trailing spaces – Remove spaces at the beginning and at the end of the string in a column.

       • Leading spaces – Remove spaces at the beginning of the string in a column.

       • Trailing spaces – Remove spaces at the end of the string in a column.

       • All spaces – Remove all spaces in a column.

       • Leading character – Remove the specified character at the beginning of the string, in a column.

       • Trailing character – Remove the specified character at the end of the string, in a column.

         

     • Concatenate – Join two strings into one, with or without a separator in between.

       

   • Readd – Click the arrow next to the name of the data source. Then, select the column that you want to readd.

   • Sort alphabetically – Point to the column, and then click sort column.

   • Add new column – (Server data sources only) Click the arrow next to the name of the data source. Then, click the Add column and select the columns in the Add column dialog.

     

   Check the data role for columns

   For each data source, check if the data roles are identified correctly. To adjust them, see Change the data role.

   Check the aggregation type

   Check the aggregation type for the columns. Adjust the aggregation if needed. The aggregation type that is defined at the time of a dataset creation is a default type for that measure in a visualization.

   For details, see Change the data aggregation.

   Format numbers

   In the Column format dialog, select the format type to apply, customize its options, and click OK.

   

   Number

   You can customize the following format options:

   Decimal places

   Select the number of decimal places to display in the number. For example, depending on the decimal places, a number may look like 3.14 or 3.14159.

   Decimal separator

   Select the separator to show for decimals: Comma (,), Period (.), Space (), or Custom to provide another separator symbol.

   Thousands separator

   Select which separator to show every thousand, for example, 10,000 or 10.000.

   You can select Comma (,), Period (.), Space (), or Custom to provide another separator symbol. To show the number without any separator, select Custom and leave the field empty.

   Negative values

   Select how to display negative values: -1234, (1234), or 1234-.

   Display units

   Select a specific unit to abbreviate the numbers: None, Auto, Thousands (K), Millions (M), Billions (B), Billions (G), and Trillions (T).

   For example, if the number is 47,000 and the display units are Thousands (K), the number is shown as 47K.

   Prefix

   Specify characters that precede each displayed number.

   Suffix

   Specify characters that follow each displayed number.

   Currency

   You can customize the following format options:

   Decimal places

   Select the number of decimal places to display in the number. For example, depending on the decimal places, a number may look like 3.14 or 3.14159.

   Decimal separator

   Select the separator to show for decimals: Comma (,), Period (.), Space (), or Custom to provide another separator symbol.

   Thousands separator

   Select which separator to show every thousand, for example, 10,000 or 10.000.

   You can select Comma (,), Period (.), Space (), or Custom to provide another separator symbol. To show the number without any separator, select Custom and leave the field empty.

   Negative values

   Select how to display negative values: -1234, (1234), or 1234-.

   Display units

   Select a specific unit to abbreviate the numbers: None, Auto, Thousands (K), Millions (M), Billions (B), Billions (G), and Trillions (T).

   For example, if the number is 47,000 and the display units are Thousands (K), the number is shown as 47K.

   Currency

   Select a currency from the list or specify the custom currency.

   Display currency

   Select how to display currency: as a symbol ($) or as an international symbol (USD).

   Prefix

   Specify characters that precede each displayed number.

   Suffix

   Specify characters that follow each displayed number.

   Percentage

   You can customize the following format options:

   Decimal places

   Select the number of decimal places to display in the number. For example, depending on the decimal places, a number may look like 3.14 or 3.14159.

   Multiply by 100

   Select whether to multiply the number representing a percentage. For example, the value of 0.05 will be formatted as 5%.

   Format dates

   In the Column format dialog, select a format that you need, and click OK.

   

3. Manage the data sources as needed:

   Add another file to the dataset

   Click Add more data, select the file from your computer, and click Upload. After the file is uploaded, click Continue.

   You can add server-based data sources and blend them with your file. For details, see Add a dataset based on data files.

   Delete a file from the dataset

   To delete a data file or any other data source from the dataset, click Remove next to its name.

   

   Important: Deletion is performed without confirmation and cannot be undone. You can readd the file by clicking Add more data.

   Edit a data source

   The following options are available:

   • Rename – Select the data source, and then click rename data source. Edit the name as needed.

     

   • Remove a sheet of an Excel file – Click remove next to the name of the sheet.

   • Readd a sheet of an Excel file – Click the arrow next to the Excel file name, and then select the sheet.

     

   Add a calculation

   You have several options for adding a calculation to a dataset. For details, see About calculations.

   Add a filter

   Add a filter to reduce the amount of data available for analysis in a dataset. The resulting dataset and all the visualizations based on it will contain only data that are already filtered. In addition, visualizations will run faster. For details, see Add filters.

   Add a security filter

   No security filters mean that all the data in a shared dataset is visible to all its recipients. With a security filter, some recipients have access only to a subset of data that is relevant to them. For example, each department can see the data related to the respective department and not the whole dataset.

   For details, see Row-level security filters.

4. If you have more than one data source, you need to join them.

   Click Next to go to Step 3 – Join and preview.

5. (Extract Creators only) By default, new datasets use a live connection. You may choose to create an extract. For details, see Extract data for a dataset.

6. Click Finish.

   Click OK in the notification message.

   The dataset is created.

   Now, you can use this dataset for visualizations. For details, see Add widgets.

On this page, you can review and adjust the relationships (joins) between dataset tables, add or remove columns, preview the data source column data, and save your dataset.

1. Check the relationships (joins) that are defined automatically. To adjust the joins or add new ones, see Define joins between data sources.

2. (Optional) You can also manage data sources and columns in this step. For details, see Manage data sources and columns in a dataset (Step 3).

3. (Optional) Click Preview data to preview the dataset.

   You can resize the Data preview pane by dragging the pane header.
   You can also manage the columns from the preview table.

4. If needed, rename the dataset.

   

5. (Extract Creators only) By default, new datasets use a live connection. You may choose to create an extract. For details, see Extract data for a dataset.

6. Click Finish.

   Click OK in the notification message.

   The dataset is created.

   Now, you can use this dataset for visualizations. For details, see Add widgets.