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Schema: Importing and Managing Datasets

The data you want to import must be collected in a CSV file. For a detailed discussion of the types of data you might use and how it is processed in Predictive Routing, see the Genesys Predictive Routing Deployment and Operations Guide.

To open the configuration menu, click the Settings gear icon, located on the right side of the top menu bar: GPMsettingsGear.png.

Create a new dataset


To import data:

  1. Select Dataset from the left-side navigation bar.
  2. Click Create dataset.

Name your dataset and select the data file


In the Create Dataset window that opens, perform the following steps:

  1. Enter a name for your dataset.
  2. Select the separator type for your CSV file. You can choose either TAB or COMMA.
  3. Click Select File. Navigate to your CSV file and select it.
  4. Click Create.

Select a timestamp field and review your data schema


When your data has been uploaded, perform the following steps:

  1. Click the name of your new dataset to open it.
  2. Select the checkbox next to the field which contains timestamp data for the dataset. Then, click Set as Created Time. In the graphic, the INTERACTION_DATE field, which displays the CREATED_AT FIELD identifier, contains the timestamp data for the dataset.
  3. Review your dataset to make sure that each field contains the correct datatype. If necessary, change it by selecting the correct datatype from the drop-down lists in the Type column of the table.
  4. Optionally, add descriptions for your data fields.

Save changes and synchronize


Once you have reviewed your data schema for accuracy, perform the following steps:

  1. Click Save Changes.
  2. Click Sync Schema.

When the schema has been synced, the Schema out of synchronization message changes to Schema synchronized and the associated icon turns green.

Viewing and updating datasets


On the Schema > Datasets tab, you can view a list of your datasets. The Status column shows whether the schema is synchronized, while the Created, Updated, and Description columns enable you to see more information about your dataset. The following actions are also available from this list:

  • Search - To locate a specific dataset or field in the associated list, type the dataset or field name into the Search field on the upper right side of the tab.
  • Delete - To delete a dataset, select the check box in the row for that dataset. Then click Delete Selected.
  • View dataset fields - Click the name of a dataset in the list to view a table showing all of its fields, and giving the visibility status, type, cardinality, and (optionally) description for each.
    • Toggle field visibility - Click the radio toggle switch to show or hide fields. When a dataset has many fields, you might want to hide some to view the most relevant fields more easily. Hiding fields only removes them from your view. Hidden fields are still used in Feature Analysis reports for predictors and datasets.
      Viewing a dataset with a large number of columns on the Datasets tab can make the page respond very slowly. To improve performance, leave no more than about 20 fields visible.
    • Append data - Click the name of a dataset in the list to append data to that dataset.
      Your appended data must have the same schema structure as the existing data. You can add fields and values, but you cannot change the existing schema. If you need to change the structure of your schema, delete the existing schema and upload your corrected data as a new dataset.
    • View field values - From the list of field names, click the name of a field to see a complete list of all values for that field.

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This page was last modified on 5 March 2018, at 13:50.