Skip to main content

Managing Datasets

This guide covers the day-to-day operations for working with master data datasets: editing schemas, managing versions, importing and exporting data, and configuring governance.

Schema Editing​

Each dataset has a typed schema that defines its columns:

Adding Columns​

  1. Open the dataset and navigate to the Schema tab
  2. Click Add Column
  3. Provide a column name and select a type (text, number, boolean, date, etc.)
  4. Optionally mark as required

Modifying Columns​

  • Rename a column by clicking its header
  • Change the column type (data is coerced where possible)
  • Reorder columns with drag-and-drop

Removing Columns​

  • Click the column menu (⋮) and select Delete Column
  • Existing data in that column is removed on next publish

Data Entry​

Edit data directly in the browser with a spreadsheet-style interface:

  • Inline editing — Click a cell to edit
  • Row operations — Add, duplicate, or delete rows
  • Bulk paste — Paste tabular data from a spreadsheet

All edits are saved to the current draft — they don't affect the published version until you explicitly publish.

Versioning​

Publishing a Version​

  1. Click Publish when your draft is ready
  2. Add an optional version note describing the changes
  3. The draft becomes a new immutable version (e.g., v3)
  4. A new draft is automatically created for future edits

Comparing Versions​

Click Version History to see all previous versions, then select two versions to compare:

  • Added rows — highlighted in green
  • Modified rows — highlighted in yellow, with per-cell diffs
  • Deleted rows — highlighted in red
  • Schema changes — column additions, removals, and type changes

Reverting​

To revert to a previous version, open it from the version history and click Restore as Draft. This replaces the current draft with the selected version's data.

Import & Export​

Importing Data​

Supported formats: CSV, XLSX, JSON

  1. Click Import on the dataset toolbar
  2. Upload a file or drag-and-drop
  3. Map columns (auto-matched by header name)
  4. Preview the import and confirm

Imports replace the current draft data. The published version is unaffected until you publish.

Exporting Data​

  1. Click Export on the dataset toolbar
  2. Choose format (CSV, XLSX, or JSON)
  3. Select sync mode:
    • Full snapshot — exports all rows
    • Incremental — exports only changes since the last export
  4. Configure frequency: on-demand, on-change, hourly, or daily

Scheduled exports run automatically via the platform's background job system.

Governance​

Governance Mode​

Each dataset has a governance mode that controls how changes are handled:

ModeBehaviour
Direct EditAnyone with edit access can modify and publish
Approval RequiredChanges require approval before publishing

Switch modes from the Governance tab on the dataset detail page.

Role Assignments​

Datasets support the same role-based governance as data products:

  • Owner — Full control, can change governance mode
  • Steward — Can edit schema and data, approve changes
  • Viewer — Read-only access

Chatter​

Each dataset has a built-in discussion thread (chatter) for team collaboration:

  • Comment on data quality, schema decisions, or upcoming changes
  • @mention teammates for notifications
  • Full comment history is preserved with the dataset

Audit Trail​

All dataset operations are logged in the platform's audit log:

  • Schema changes
  • Data modifications
  • Publish events
  • Governance mode changes
  • Export operations

Access the audit log from the dataset detail page or from the global Audit Log in admin settings.