Help Centre

Data
About reference data
Data repo user interface overview

The Data section, or Data repo, is the storage area for clean datasets and reference data.

Datasets with a single row of headers can be uploaded directly to the Data repo to create a reference dataset for use in pipelines, for example a target header schema to map to. The upload process will ignore any blank rows above or below the data, or blank columns either side of the data. The first line of data will be interpreted as column headers.

Read more about uploading data to the Data repo.

Cleansed outputs from pipelines can also be exported to the Data repo for onward sharing via API, sharing within Quantemplate, or reporting in Analyse.

Import and export via API

Quantemplate’s APIs allow you to import to a dataset (overwrite it) and export a dataset whenever it is updated.

This can be combined with Automation features to:

Visit the developer hub

Managing your datasets

Batch actions
Use the batch selection tools in the repo to quickly download, archive, restore, share or unshare multiple datasets. See how.

Datasets are organised in your Data repo. To access your datasets, click the folder button next to the dataset name: the repo view opens.

Open the repo view from the dataset header

Datasets are sorted alphabetically by default.

The repo view shows:

Manage documents with tags

Tags can be applied to any document in Quantemplate to help organise assets.

Tags are created by Org Admins within the repo views for Feeds, Pipelines, Data, and Analyse. They can be applied to documents by document owners. Tags are set at an organisation level and are available to all document types.

Within the repo sidebar, users see all the tags for documents they have access to. Clicking a tag in the sidebar filters the document list by that tag.

Learn more about tags →

Tags in the repo sidebar

Datasets can be sorted by dataset name, updated date, and last updated by user. Click the arrow button to reverse the sort direction.

Sorting controls in the repo

Click in the search field to search datasets by name.

Click the filter icon or press F on the keyboard to filter datasets by date created, date updated, dataset name, owner, and updated by user.

Duplicating datasets

Click the three dots at the end of the row and select ‘Duplicate’ from the popup menu. The dataset is instantly duplicated and the document opened. The suffix ‘copy’ is added to the duplicate dataset’s name.

Duplicate dataset action in the row menu

Renaming datasets

Click the three dots at the end of the row and select ‘Rename’ from the popup menu. Alternatively, edit the dataset name by opening the document and clicking on the name. Name changes propagate throughout the system, and any reports or pipelines using that dataset will display the updated name.

Archiving datasets

Click the three dots at the end of the row and select ‘Archive’ from the popup menu. Archived documents are not deleted, but hidden from the repo and the pipeline input selector.

Archived datasets are ignored by the pipeline and will prevent a pipeline from running if used in a Join stage.

Archived datasets display a warning in the top right of the dataset view.

Archived dataset warning banner

Note that datasets in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.

View and restore archived datasets

  1. To show archived documents, click the ‘Show/hide archived’ button in the top right of the repo, or press A on the keyboard.
  2. Click a dataset to open it.
  3. To restore a dataset to the repo, click the three dots at the end of the row and select ‘Restore’.
Creating, uploading and naming datasets
Create and upload datasets workflow

Create a new dataset from within the data view

  1. Click the + button next to the dataset name. This creates and opens a new empty dataset.
  2. Name your dataset by clicking on the dataset name.
  3. Upload your data as XLS, XLSX, CSV, or GZipped CSV files. Drag and drop straight in, or choose a file. Depending on the size of your dataset and the speed of your internet connection, this could take a few minutes.

Create a new dataset from within the repo view

  1. Open the repo and click the green ‘New’ button at the top right.
  2. Follow steps 2 and 3 above.
Dataset history

The full change history of a dataset is logged in the Dataset History popup at the top right.

Dataset History popup

The dataset history shows a dataset’s revision number, date/time of revision, last editor, and the name of the dataset at the time of revision.

Dataset owners and editors can restore a previous version by clicking the green Restore button to the right of the dataset name in the popup. The restored version becomes the latest revision of the dataset.