Working with Datasets

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What are Datasets?

• Save query results for later analysis
• Share data with team members
• Create reference data for joins
• Preview data without running queries each time

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Creating a Dataset

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From a Task

1. Run a task
2. Click Save as Dataset
3. Name your dataset
4. Click Save

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From Genie

1. Ask Genie a question
2. When results appear, click Save as Dataset
3. Name it and save

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From the Query Editor

1. Go to Queries in the sidebar
2. Write and run your query
3. Click Save as Dataset

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Viewing Datasets

1. Click Datasets in the sidebar
2. Browse your saved datasets
3. Click any dataset to preview its data

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Dataset Preview

• Columns: All available fields
• Sample Data: First rows of the dataset
• Row Count: Total number of records
• Created/Updated: When the dataset was saved

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Refreshing Datasets

1. Open the dataset
2. Click Refresh
3. The query re-runs and updates the data

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Using Datasets

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In Tasks

SELECT c.name, o.total
FROM customers c
JOIN my_saved_dataset o ON c.id = o.customer_id

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In Genie

“Using the monthly_sales dataset, show me the top 10 products”

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Managing Datasets

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Rename a Dataset

1. Open the dataset
2. Click the name to edit
3. Save changes

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Delete a Dataset

1. Go to Datasets
2. Click the three-dot menu
3. Select Delete

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Best Practices