Sources in Datasets

After your sources are mapped and synced, they become the building blocks for your Datasets. Datasets allow you to aggregate data from multiple origins into a single, unified view for analysis.

1. Source Requirements

Before a source can be added to a dataset, it must meet the following validation criteria:

• Status: Must be Active with a Sync Completed state.
• Mapping: Column mapping must be finalized.
• Mandatory Fields: At least one core attribute must be mapped:
  • Vendor
  • Amount
  • Date

2. Creating a Dataset

Follow these steps to build a new dataset from your sources:

1. Navigate to Datasets > Create Dataset.
2. Choose one or more active sources to include.
3. Set optional date filters to refine the data scope.
4. Review the combined data table to ensure accuracy.
5. Provide a unique name for your dataset and click Save.

3. Expanding Existing Datasets

You can scale your analysis by adding new data sources to a dataset at any time.

1. Open an existing dataset from your dashboard.
2. Click the Add Source button in the configuration panel.
3. Select the additional sources you wish to include.

4. Filtering Source Data

To maintain high data quality and focus your analysis, you can apply granular filters when adding sources:

🗓️ Date Range Filtering

Restrict the data imported into the dataset based on specific timeframes. This is commonly used to:

• Filter by Invoice Date for specific fiscal periods.
• Filter by Upload Date to see recently added records.
• Exclude historical data that is no longer relevant to current reporting.