How to Create a New Nexadata Dataset

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).