Creating a dataset

You can create a dataset in two ways, from scratch or by installing a dataset template as per your business requirements.

1. Click +Create from the left navigation and select Dataset.
2. Enter the dataset name. You can also add a description to find your dataset later.
3. If you already have some existing data in a CSV, XLSX, or XLS format, you can click Import data from other sources and upload the file. You can only import a maximum of 10,000 rows.
4. Click Create.

   

Tip:

You can also choose a relevant dataset template from Explore > Template gallery to use an existing one.

The Key field

The first field in the dataset is called Key. This is the only field you cannot rename, delete, or change the field type. Each row must contain a unique value such as an employee number, SKU, vendor name, or serial number.

 

Renaming a dataset

To rename your dataset, click the current name, make changes, click Enter, or click off the name. You can change the description in the same way.

All the changes are auto-saved.

Finding a dataset

There are two ways to search for your dataset.

First, click the Search icon () on your page's top navigation bar and type the dataset's name into the search box. You can also launch the search box using the keyboard shortcuts, 

• Mac: Command key, ⌘ + E
• Windows: Ctrl key + E

  

Second, Click Explore in the top navigation bar and click the Dataset tab. Here, you can view all the datasets created and recently accessed. Use the Search box to find the dataset you want quickly, or you can sort them based on their name and last published date, whichever works for you.

Viewing dataset ID

You might want to fetch and use the dataset ID while making API calls related to datasets in Kissflow.

Access the dataset upon which you would like to make an API call and copy the last string that follows '../dataset/' from its URL. The string 'Employee_Master' in the following URL is the dataset ID for the dataset Employee_Master:

https://stark-corporation.kissflow.com/view/home/dataset/Employee_Master

FAQs

1. Can I use the Import CSV option in the dataset when auto-lookup is enabled in your dataset's lookup field?

Ans) No, when the auto lookup is enabled, you cannot use the import option for a lookup column in the dataset. Auto lookup is designed to automatically populate the lookup column based on existing data relationships, which conflicts with manually importing data for that column.