Data & Datasets

Every dataset starts with raw data. This lesson covers how data gets in and becomes something you can analyze.

Connect and sync

A connection links to a source — Salesforce objects, a database, or a file. A sync copies the fields you need into the platform on a schedule. Keep syncs lean: only pull the fields you actually use.

Shape it with a recipe

A recipe is the visual data-prep tool. You add nodes to join, aggregate, clean, and transform data, ending in an output dataset that is ready to explore.

Dimensions, measures, and security

Datasets type each field as a dimension (categories you group by), a measure (numbers you aggregate), or a date. A security predicate is a row-level filter that controls which rows each user can see, for example 'OwnerId' == "$User.Id".

What's next

With a dataset in place, the next module shows how to query and visualize it.