Help Centre

Data
About datasets
The Data section allows you to view and manage your processed or uploaded datasets. You can upload clean structured data directly, or run data through a Pipeline to cleanse, map and join. Outputs from your Pipelines appear in the Data repository, or repo, and are available for analysis in Analyse.
Managing your datasets
  Datasets are organised in your Data repo. To access your datasets, click the folder button next to the dataset name: the repo slides open.
Datasets are sorted by name, with owner and edit history displayed alongside. Click in the search field to search datasets by name.
Duplicating datasets
Click the duplicate button which appears at the end of the row on hovering an entry in the repo.
The dataset is instantly duplicated and the repo closed. The suffix ‘– copy’ is added to the duplicate dataset’s name.
Renaming your datasets
Edit the dataset name at any time by clicking on it and typing the new name. The changes propagate throughout the system – any reports or pipelines using that dataset will instantly display the updated name.
Archiving datasets
Click the archive button which appears at the end of the row on hovering an entry in the repo. Archived documents are not deleted, but hidden from the repo.
Note that datasets in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.
View and restore archived datasets
1.
Click the toggle archived button in the top right of the repo to show archived reports.
2.
Clicking a dataset opens it in the report view and closes the repo.
3.
To restore the dataset to the repo, open the dataset and click the restore button at the end of the row.
Creating, uploading and naming datasets
Create a new dataset from within the report view:
1.
Click the + button next to the dataset name. This creates a new empty dataset.
2.
Name your dataset by clicking on the dataset name.
3.
Upload your data as XLS, XLSX, CSV or GZipped CSV files. Drag and drop straight in, or choose a file. Depending on the size of your dataset and the speed of your internet connection, this could take a few minutes.
Uploading a new dataset from within the repo:
1.
Open the repo and click the New Dataset button at top left.

2.
Follow steps 2 and 3 above.