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Connecting Datasets
Vaughan Emery avatar
Written by Vaughan Emery
Updated over a year ago

Select Data objects

> Click the ADD button on the left side bar
The drop down menu will pop up, currently we support "Add Dataset" and the other three will be available in future release.

Working with csv files

> Select "Datafi Upload"
Drag and drop files to the screen or select files in your folder

Working with MySQL database

> Input the connector ID

Please refer to this document for more information about connector and its setup process

Dataset information setup

  • Name of the dataset

  • Descriptions

  • Assign tags to the dataset

  • Select dataset environment

Review data schema and apply policy settings

  • Assign preferred access level to each the data tables and columns

  • System has automatically generated the column headers but you could re-name it simply by typing the name in the text field

Setup user access

In this step, you could add additional data owner to the dataset who will have the same access level as the original data owner. You can also add data users who will have limited access to the dataset.

Setup dataset rules

In this step, you could add dataset rules to control data access and data privacy settings.

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