Files and databases

Add a file or connect a database, then Set it as the active one. Build works on whatever is set.

Add a file

1. Open Datasets.
2. Press Upload dataset and pick a CSV, Excel (.xlsx, .xls) or JSON file.
3. Wait until the file says it is ready. The app reads the columns and their types on your machine.
4. Press Set on the file. Build now works on it.

If answers look unrelated to what you expect, check which file is set. It is the most common cause.

The same advice as in the browser applies: one header row, clear column names, dates that look like dates. See Upload a file.

Connect a database

Databases in the app need Pro or Pro+. If the app says so, open Profile for the plan.

1. Open Integrations.
2. Add PostgreSQL or MySQL / MariaDB.
3. Fill in host, port, database, user and password, or paste a URL (postgres://…, mysql://…). PostgreSQL is usually port 5432, MySQL 3306.
4. Press Connect and analyze. The app checks the connection and reads the structure of the tables.
5. Set it active and open Build.

Because the app runs on your computer, it can reach a database on your laptop or on the office network, the way a database client would. Nothing about the database leaves your machine except the questions you ask and the numbers in the answers.

If connecting fails

• Every field is required.
• Your computer must be able to reach the host: VPN on, if the office needs it.
• Turn on SSL if your database requires it.
• Ask your admin for a read-only user; the app never writes.

Switch between sources

Set another dataset or integration at any time. Build switches to it; the dashboards you built stay.