Local Folders are a great option for bringing CSV data to your Assistant. This guide explains how to connect a local folder to your environment in Skill Studio and upload data. The intended audience is users of Mac systems who want to manage datasets in Skill Studio. This assumes you already have access to Skill Studio and some basic understanding of the interface.

Navigate to Skill Studio

1. Open your Mac environment.
2. Navigate to Skill Studio.

Add a New Connection

1. Select the Data option from the left-hand navigation panel.
2. At the very bottom of the panel, click the Add Connection (+) button.
3. In the pop-up menu, click Add New Connection.
4. Enter a name for your connection and provide a description.
5. Under Connection Type, select Local Folder.
6. Click Create to finalize the connection. You should see a confirmation message.

Create a New Dataset

1. Go to the Datasets tab.
2. In the top right-hand corner, click Add New Dataset.
3. Choose the option to Add or Import a dataset.
4. In the Upload File section, select a file to upload by clicking the button or dragging and dropping a file.
   • Supported file types: CSV or Parquet.
5. Once the file appears in the modal and the upload is complete, click Next.
   1. Depending on the format of date in your data file, you may need to pass in an additional parameter:
      1. SELECT * FROM read_csv('pasta_v8.csv', dateformat='%m/%d/%Y')

Review and Create the Dataset

1. After the upload is complete, you will see a preview of the table containing your sample data.
2. Confirm that the data displayed is correct, and click Create Dataset to proceed.

Extract Dimensions and Metrics

1. The system will automatically begin extracting dimensions and metrics from the dataset.
2. A loading indicator at the top of the screen will show the progress of this process.
3. Once extraction is complete, go to the Columns tab to review all extracted columns.
   • Yellow indicators will highlight any issues with the upload.

Review Column Data

1. Clicking into any column will display detailed information about that column, such as:
   • Column name.
   • Related SQL queries.
   • Descriptions.
   • Output labels.
   • DIMM values.
2. You can search and create mappings for DIMM values as needed.

Select the Dataset for a Assistant or Skill

1. Navigate to the Settings of the assistant or skill in Skill Studio.
2. Click Dataset, then select the dataset you have just created.

Conclusion

You have successfully connected a local folder and uploaded data to Skill Studio. After reviewing and creating the dataset, you can use it in various assistants or skills within the platform.