Create a Dataset
A dataset is a single transformation run: raw files mapped into a schema and taken through review and approval. Datasets always belong to a schema, so the target structure is fixed before you upload anything.
Steps
Open a schema
From your folder, open the schema you want to transform data into.
Go to the Datasets tab
The Datasets tab lists every dataset created from this schema and its current state.
Start a new dataset
Click New Dataset to launch the transformation wizard.
The transformation wizard
A dataset moves through four steps, shown in the step indicator at the top:
- Upload Raw Data — bring in your Excel/CSV files and choose worksheets.
- Processing — AI transforms the raw data and maps it to your schema.
- Review — inspect the mapped rows and approve or reject.
- Export — write the finished data out (and merge into the main schema).
Dataset states
As it progresses, a dataset carries one of these states:
| State | Meaning |
|---|---|
| Draft | Created but not yet submitted. |
| Pending Approval | Submitted and waiting on a reviewer. |
| Approved | Approved and ready to merge. |
| Rejected | Sent back — needs changes. |
| Completed | Merged into the main schema table. |
Long-running work (transformation, exports, merges) runs as background jobs, so you can leave the page and check back — the dataset’s state reflects progress.
Next step
The first wizard step is uploading your data: Upload Excel Files →