You can quickly create a data set and populate it with data from a CSV file. The first row in the CSV file must contain the column names. Note that you can create CSV files using Microsoft Excel®.

After creating the data set and uploading data from a CSV file, you must select the columns to use for the unique composite key. Make sure to select a combination of columns that makes the key unique.

 

To work with data sets, first click your profile icon to access Settings. On the Settings page, click Customize, then click Data Sets. 

 

  1. Click + Add Data Set (or click + in the Data Sets list).
  2. Enter a name for the data set.
  3. Click Create. The blank data set is added to the Data Sets list.

 

You can now upload data from a CSV file to the data set.

  1. Click Upload (or click , then click Upload).
  2. Select a CSV file.
  3. Click Open. The data is uploaded to the data set.

 

Next, select the columns to use for the data set’s unique composite key. Make sure to select a combination of columns that makes the key unique.

  1. Click , then click Edit Data Set.
  2. To add a column to the unique composite key, hover over a column and click .
  3. Click Save.