Datasets

Editing Datasets

Shape the data — rename columns, add calculated fields, run transforms, and tune caching after the dataset exists.

Column overrides

Open the dataset to see its columns in a side panel. Each column has a label, type and visibility toggle. Common edits:

  • Rename cust_email_addr to Email
  • Hide internal IDs from public reports
  • Reorder so the most important columns come first
  • Change a number column's display format (currency, percent)
Screenshot · Column editor — rename, hide and reorder.
Column editor — rename, hide and reorder.

Calculated fields

Add a new column derived from existing ones — for example total = price * quantity or month = date_trunc('month', created_at). Calculated fields appear alongside real columns; widgets can chart or aggregate them like any other.

When to use calculated vs. transforms

Use calculated fields for single-expression derivations. Use the transform pipeline when you need multi-step logic (filter, then cast, then group).

Transforms

The transform pipeline runs afterthe query — useful when you can't (or don't want to) change the source SQL. Available steps:

  • Rename — alias columns
  • Cast — convert types (text → number, etc.)
  • Derived — add a computed column
  • Filter — keep only rows matching a condition
  • Deduplicate — drop repeated rows on chosen keys
  • Sort — order rows by one or more columns
  • Limit — cap the row count

Execution & cache

Switch between Live and Cached at any time from the dataset header. For cached datasets you can:

  • Adjust the refresh schedule
  • Trigger an immediate refresh
  • Pause refreshes (useful when the source DB is in maintenance)

Refresh history

Every refresh logs the start time, duration and row count. If a refresh fails (timeout, syntax error, connection drop) the failure is captured with the database's error message so you can fix it without re-running the query manually.

Failure alerts

On the Team plan you can subscribe an email or a webhook to dataset failures so the right person hears about it before a stakeholder notices a stale chart.