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Intelligent Data Insight

Intelligent Data Insight

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First Case Study
2. Connect Data and Create Tables
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2. Connect Data and Create Tables

Upload data through a data connection and use the uploaded data to create a dataset.

1. Upload data

Hover over the Data Preparation module, and select Data Connection from the pop-up menu (this displays the established data connections).
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After entering the data connection page, click New Data Connection in the upper left corner or in the center of the page.
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In the pop-up menu, select the Excel icon and upload the sample file [SaleGMVAnalysis_V3].
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  • You can select the sheets to upload; select all here.

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  • On the data preview page, you can modify the field types and names if needed.

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2. Create dataset

Hover over the Data Preparation module, and select Dataset from the pop-up menu (this displays the established datasets).
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Hover over the + New button in the upper left corner, and select New Dataset from the pop-up menu.
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In the pop-up menu, select the established data connection SaleGMVAnalysis_V3 to enter the dataset configuration page.

Build the dataset model as follows:
(1) Expand the Excel data connection and drag sheet into the configuration panel on the right.
(2) Change the dataset connection mode to "Extract".
(3) Save the dataset, name it "SaleGMVAnalysis_V3", and wait for data synchronization to complete.
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To create a dataset with associations between multiple tables, use the multi-table join dataset method:
Drag two related tables into the configuration interface on the right, select the required join type and join fields, and establish the connection.
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Last updated: 2026.06.11 17:26:58