Data Discovery: Creating Datasets

Data Discovery enables Discovery Users to create visualizations on datasets through a drag-and-drop interface that does not require SQL. SQL Users are able to create datasets which are accessible through this interface.

Note: Data Discovery is available on select plans. Site administrators can contact their Customer Success Manager for additional information.

Permissions

Creating charts using a drag and drop interface is permissioned by granting users “Discovery” access in the Permissions console under the Settings menu. Discovery users are able to create dashboards and add drag-and-drop visualizations on existing dashboards that they have Edit Access to.

Users who are part of a group that has "SQL" access are able to create visualizations using both the drag-and-drop interface and SQL-based queries. More information on Managing User Permissions can be found on the documentation page here.

Creating Datasets

SQL Users are able to create datasets which are accessible to Discovery Users for creating visualizations. The following best practices are strongly encouraged to enable Discovery users to effectively create visualizations with the dataset.

  1. No null columns
  2. No special characters in column names
  3. Data can be readily queried (no information in nested JSONs or nested columns)
  4. Each columns must contain values of a uniform datatype
  5. Missing data values and outliers are handled appropriately

To designate a view as a dataset, toggle on the "Publish as dataset" option on the right-hand side of the screen in the view editor.

SQL Users are encouraged to include a description of the view to provide context on the information presented in the dataset in the field on the right hand side of the view editor.

For how to use these data sets in Discovery mode, see our documentation here

Our support team is ready to help