When working with Nexadata, you can create new datasets to manage your data pipelines effectively. This guide walks you through the process of adding a new dataset, including defining the source's name, format, and connection options.
Step-by-step Instructions
Step 1: Open the "Create New Dataset" Form
Navigate to the Nexadata dashboard and click on Add New Dataset.
This will bring up the dataset creation form.
Step 2: Enter a Name for Your Dataset
Provide a name in the Name field. While not required, it is recommended that this name be unique.
Step 3: Select Data Connection
From the Data Connection dropdown, choose the appropriate connection. You may see options like "sample data" or your organization’s available connections.
Step 4: Choose Data Format
Nexadata supports three data formats for file-based Datasets:
Tabular for delimited text files, including CSV (Comma-Separated Values), TSV (Tab-Separated Values), and semicolon-delimited files.
Spreadsheet for Excel-style workbooks (.xlsx, .xls, .xlsm). See Setting Up a Spreadsheet Dataset.
PDF for documents that hold their data in printed tables, such as invoices, statements, and reports. Selecting PDF adds a Process PDF step to this form. See Setting Up a PDF Dataset.
For a fuller explanation of each format and how the form changes with your choice, see Supported Data Formats in Nexadata.
Step 5: Specify details based on the Data Connection
Please see this article on supported Nexadata connections.
Step 6: Submit the Form
Once all fields are filled, click the Submit button at the bottom of the form.
Nexadata will now register your new dataset.
Troubleshooting
If the S3 Bucket or S3 Path fields are not populating, ensure that your AWS permissions are correctly configured.
Double-check your data file for any formatting issues (e.g., using the wrong delimiter for CSV files).