Managing datasets

Datasets are the foundation of everything in Genuics. Every dashboard, report, and AI insight starts with a dataset. The Datasets page is where you browse, inspect, and manage all the data your organization has uploaded or connected.

Finding your datasets

Click Datasets in the sidebar to open the datasets browser. You'll see a list of every dataset in your organization, showing:

• Name - the dataset name (editable)
• Row count - how many rows the dataset contains
• Created - when the dataset was first uploaded or connected
• Last updated - when data was most recently added or modified
• Team - which team owns the dataset

Use the search bar at the top to find a dataset by name, or filter by team to narrow the list.

Previewing your data

Click any dataset to open it. The Data tab shows a table preview of your rows - you can scroll through records, sort by column, and search within the data.

This is a read-only view designed for quick inspection. If you need to filter, aggregate, or visualize, use a dashboard or report instead.

Understanding your columns

Switch to the Schema tab to see every column in your dataset:

Column info	What it tells you
Name	The column header from your source data
Type	The semantic type Genuics assigned (e.g., number, date, categorical)
Sample values	A few example values from the column

Column types determine how Genuics treats your data in charts, filters, and AI analysis. If a type looks wrong - for example, a numeric column showing as "string" - you can change it from the Schema tab. See Field types and mapping for details.

Activity log

The Activity tab shows a chronological log of everything that has happened to the dataset:

• Data uploads and row additions
• Schema changes (column renames, type changes)
• Row deletions and data cleaning operations
• Who made each change and when

This gives your team a clear audit trail, especially useful when multiple people manage the same dataset.

Dataset metadata

At the top of every dataset page, you'll see key metadata at a glance:

• Created by and created on - who uploaded it and when
• Last updated - the most recent data change
• Row count - total number of records
• Team - the owning team (controls who can see and edit the dataset based on permissions)

Exporting a dataset

You can download any dataset as a CSV file.

1. Open the dataset you want to export.
2. Click the Export button in the toolbar.
3. Choose CSV as the format.
4. The file downloads to your computer with all rows and columns included.

Exports include the current state of the data - any cleaning, renames, or type changes you've made are reflected in the exported file.

Deleting a dataset

1. Open the dataset you want to delete.
2. Click the more menu (three dots) in the toolbar and select Delete.
3. Confirm the deletion in the dialog.

Organizing datasets for your team

A few tips as your organization accumulates datasets:

• Name datasets clearly - "Customer Feedback Q1 2026" is better than "Upload 3."
• Assign teams - team ownership controls who sees the dataset and keeps the browser uncluttered for other teams.
• Clean up old datasets - if a dataset was for a one-time analysis and is no longer needed, export it for your records and then delete it.
• Check row counts - if a dataset is approaching your plan's row limit, consider archiving older data or upgrading your plan.

Next steps

Learn how Genuics categorizes your columns in Field types and mapping, or jump to Data cleaning to tidy up values before building dashboards.