Datasets UI guide

This user guide provides instructions on performing common actions when working with datasets within Adobe Experience Platform user interface.

Getting started

This user guide requires a working understanding of the following components of Adobe Experience Platform:

• Datasets: The storage and management construct for data persistence in Experience Platform.
• Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
  • Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
  • Schema Editor: Learn how to build your own custom XDM schemas using the Schema Editor within the Platform user interface.
• Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
• Adobe Experience Platform Data Governance: Ensure compliancy with regulations, restrictions, and policies regarding the usage of customer data.

View datasets

In the Experience Platform UI, select Datasets in the left-navigation to open the Datasets dashboard. The dashboard lists all available datasets for your organization. Details are displayed for each listed dataset, including its name, the schema the dataset adheres to, and status of the most recent ingestion run.

By default, only the datasets that you have ingested into are shown. If you want to see the system-generated datasets, enable the Show system datasets toggle. System-generated datasets are only used to process other components. For example, the system-generated profile export dataset is used to process the profile dashboard.

Select the name of a dataset to access its Dataset activity screen and see details of the dataset you selected. The activity tab includes a graph visualizing the rate of messages being consumed as well as a list of successful and failed batches.

Preview a dataset

From the Dataset activity screen, select Preview dataset near the top-right corner of your screen to preview up to 100 rows of data. If the dataset is empty, the preview link will be deactivated and will instead say that the preview is not available.

In the preview window, the hierarchical view of the schema for the dataset is shown on the right.

For more robust methods to access your data, Experience Platform provides downstream services such as Query Service and JupyterLab to explore and analyze data. See the following documents for more information:

• Query Service overview
• JupyterLab user guide

Create a dataset

To create a new dataset, start by selecting Create dataset in the Datasets dashboard.

In the next screen, you are presented with the following two options for creating a new dataset:

• Create dataset from schema
• Create dataset from CSV file

Create a dataset with an existing schema

In the Create dataset screen, select Create dataset from schema to create a new empty dataset.

The Select schema step appears. Browse the schema listing and select the schema that the dataset will adhere to before selecting Next.

The Configure dataset step appears. Provide the dataset with a name and optional description, then select Finish to create the dataset.

Create a dataset with a CSV file

When a dataset is created using a CSV file, an ad hoc schema is created to provide the dataset with a structure that matches the provided CSV file. In the Create dataset screen, select Create dataset from CSV file.

The Configure step appears. Provide the dataset with a name and optional description, then select Next.

The Add data step appears. Upload the CSV file by either dragging and dropping it onto the center of your screen, or select Browse to explore your file directory. The file can be up to ten gigabytes in size. Once the CSV file is uploaded, select Save to create the dataset.

Enable a dataset for Real-Time Customer Profile

Every dataset has the ability to enrich customer profiles with its ingested data. To do so, the schema that the dataset adheres to must be compatible for use in Real-Time Customer Profile. A compatible schema satisfies the following requirements:

• The schema has at least one attribute specified as an identity property.
• The schema has an identity property defined as the primary identity.

For more information on enabling a schema for Profile, see the Schema Editor user guide.

To enable a dataset for Profile, access its Dataset activity screen and select the Profile toggle within the Properties column. Once enabled, data that is ingested into the dataset will also be used to populate customer profiles.

Manage and enforce data governance on a dataset

Data usage labels allow you to categorize datasets and fields according to usage policies that apply to that data. See the Data Governance overview to learn more about labels, or refer to the data usage labels user guide for instructions on how to apply labels to datasets.

Delete a dataset

You can delete a dataset by first accessing its Dataset activity screen. Then, select Delete dataset to delete it.

A confirmation box appears. Select Delete to confirm the deletion of the dataset.

Delete a Profile-enabled dataset

If a dataset is enabled for Profile, deleting that dataset through the UI will delete it from data lake, Identity Service, and the Profile store within Platform.

You can delete a dataset from the Profile store only (leaving the data in the Data Lake) using the Real-Time Customer Profile API. For more information, see the profile system jobs API endpoint guide.

Monitor data ingestion

In the Experience Platform UI, select Monitoring in the left-navigation. The Monitoring dashboard lets you view the statuses of inbound data from either batch or streaming ingestion. To view the statuses of individual batches, select either Batch end-to-end or Streaming end-to-end. The dashboards list all batch or streaming ingestion runs, including those that are successful, failed, or still in progress. Each listing provides details of the batch, including the batch ID, the name of the target dataset, and the number of records ingested. If the target dataset is enabled for Profile, the number of ingested identity and profile records is also displayed.

You can select on an individual Batch ID to access the Batch overview dashboard and see details for the batch, including error logs should the batch fail to ingest.

If you wish to delete the batch, you can do so by selecting Delete batch found near the top right of the dashboard. Doing so will also remove its records from the dataset the batch was originally ingested to.

Next steps

This user guide provided instructions for performing common actions when working with datasets in the Experience Platform user interface. For steps on performing common Platform workflows involving datasets, please refer to the following tutorials:

• Create a dataset using APIs
• Query dataset data using the Data Access API
• Configure a dataset for Real-Time Customer Profile and Identity Service using APIs

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