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Manage Dataset

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

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Create Dataset

Within the Datasets page, select Create Dataset to create a new dataset from a Alteryx One Platform Dataset. To import a dataset (CSV or by creating a connection), go to the Data tab in Alteryx One Platform

Review Datasets

The Datasets page lists all datasets that you can access.

  • Name—Name of the dataset. Select the dataset name to use this dataset in a Mission. See 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 in the following section):

  • 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 Alteryx One Platform 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 Alteryx One Platform or connection dependencies.

  • Replace dataset: Connect Auto Insights dataset to Alteryx One Platform by linking to an Alteryx One Platform 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 a Alteryx One Platform or Auto Insights-Connection source.

  • 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 Alteryx One Platform source, the Alteryx One Platform dataset used by this dataset will not be deleted.

Company-Wide FAQ

1.

What are company-wide datasets?

Company-wide datasets are shared datasets in Auto Insights that are available to all users in a workspace.

2.

Where do I migrate these datasets?

You can manually migrate datasets from the Dataset tab in Auto Insights.

3.

What should I do before migrating?

Make sure your workspace admin has created the correct user group in Alteryx One.

Access and sharing are managed in Alteryx One after migration, so this step is required.

4.

What happens after migration?

Migrated datasets appear on the Library page in Alteryx One. They also remain visible in the Dataset tab in Auto Insights.

You must reshare each dataset with the appropriate users or groups in Alteryx One. Access settings from Auto Insights do not carry over automatically.

5.

Where will the migrated datasets appear?

They will appear in the Library and Data page in Alteryx One and in Auto Insights.

6.

Who can migrate datasets?

Only dataset admins with the correct permissions in Auto Insights can migrate datasets.

7.

What if my dataset isn’t visible after migration?

  • Confirm that the dataset migrated to the Library page in Alteryx One.

  • Check that the dataset has been reshared with the correct user or group in Alteryx One.

If the issue continues, contact your workspace admin.

Types of Datasets

There are three types of datasets, as differentiated by the information shown in the Source column: Alteryx One Platform Datasets, Auto Insights datasets, and Designer Desktop datasets.

Dataset Type

Summary

Alteryx One Platform dataset, including:

  • Files uploaded via Alteryx One Platform

  • Connections configured via Alteryx One Platform

  • Datasets created through other Alteryx One Platform Applications (e.g. Designer Cloud)

Alteryx One Platform datasets...

  • Are visible in Alteryx One Platform (Library, Schedules, Sharing, Plans).

  • Can be shared with others using the Alteryx One Platform sharing experience (embedded within Auto Insights Datasets page).

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

Auto Insights dataset, including:

  • CSV and ZIP files uploaded via Admin Portal (no longer supported for new datasets - see Import Dataset to create new datasets from file uploads)

  • Playbooks (created via playbooks).

  • Designer Desktop (uploaded via Designer Desktop)

Auto Insights datasets...

  • Are visible in Alteryx One Platform (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).

  • 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 visible in Alteryx One Platform (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).

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

In this section: