Dataset Management
In this section, we will guide you through effective dataset management within Ask Sage. This functionality enables you to organize, manage, and share datasets seamlessly across your organization.
Table of contents
Manage Datasets
Ask Sage provides a user-friendly interface for effective dataset management. You can perform a variety of actions, including sharing, deleting, and copying data between datasets. To get started, click the Data button, then select the Manage Datasets option.
Share Dataset
DO NOT share or upload data sources in workbooks via the Dataset Management page. Workbooks should only be shared through the Workbook user interface. Attempting to share workbooks through the Dataset Management page will not be effective.
In the Manage Datasets section, you can share datasets with other users in your organization. This feature enhances collaboration and allows team members to access and leverage the same datasets for their projects. To share a dataset, click on the share icon:
Sharing with Specific Users
The Share Dataset window will appear, where you can enter the email addresses of the users you want to share the dataset with.
Please note that dataset sharing is contingent upon its classification as either CUI (Controlled Unclassified Information) or Unclassified. Only users with CUI access enabled on their accounts can view CUI datasets. If you attempt to share a CUI dataset with users lacking the necessary classification, you will encounter an error message.
Users with a CAC/PIV card have the ability to label datasets as either CUI or Unclassified. However, users without a CAC/PIV card are restricted to labeling datasets as Unclassified. If you need to label a dataset as CUI but do not possess a CAC/PIV card, please reach out to Support at support@asksage.ai for assistance.
Enter the email addresses of the user(s) you want to share the dataset with and click on the Share button.
- Users can add an email one at a time in the text box. Then click on the ‘+’ button which will save the email.
- More users can be added by repeating the above step.
- Lastly, click on the
Sharebutton to share the dataset with the selected users. - Dataset sharing is now complete. Users can access the shared dataset from their Ask Sage account.
To unshare a dataset, click on the red Trash icon next to the user’s email address.
Datasets can only be modified by the owner of the dataset. Users with whom the dataset is shared can view the dataset but cannot make any changes to it.
Permissions
When sharing a dataset, you can assign permissions to the users you are sharing the dataset with. The permissions include:
Read: User can query the dataset but cannot make any changes to it or view the contents of the dataset.Edit: User can query the dataset and may add more files to the dataset.Admin: User can query the dataset, add more files to the dataset, and share the dataset with other users.
Sharing with All Users
To share a dataset with all users in your organization, click on the Share with Entire Organization button.
The dataset will be shared with all users in your organization.
Delete Dataset/Files
Only the owner of the dataset can delete the dataset or files within the dataset.
To delete a dataset or files within a dataset, click on the Delete icon next to the dataset or file name. A confirmation window will appear, asking you to confirm the deletion. Click on the Delete button to proceed with the deletion.
After confirming the deletion, the dataset or file will be permanently deleted from your Ask Sage.
Copy Dataset File(s) to Another Dataset
Users can copy files from one dataset to another dataset. This is also possible with datasets that are shared with you.
Users can copy files from one dataset to another dataset. To copy a file, select the file(s) you want to copy by clicking on the checkbox next to the file name. Then, click on the Copy icon.
A window will appear, where you can select the destination dataset to copy the file(s) to. Click on the Copy button to proceed with the copying process.
The file(s) will be copied to the selected dataset.