Create Datasheet

Users can access the Create Data Sheet page using this option from the Data Sandbox list.

Purpose & Value

A Datasheet provides a structured, governed, and user-friendly layer on top of a raw Data Sandbox file. While Data Sandbox is primarily meant for file storage, ad-hoc uploads, and exploratory handling, the Datasheet converts that file into an application-ready, schema-aware, and reusable dataset inside the BDB Platform.

Creating a Datasheet on top of a Sandbox file serves several important purposes:

Converts Raw Files Into a Structured, Tabular Dataset

• The Sandbox file might be a CSV, Excel, or JSON upload.

• A Datasheet converts it into a consistent, column-defined table with validated headers and standardized data types.

• This makes the dataset immediately usable across the platform.

Enables Reporting, Dashboarding & Visualizations

Datasheets can be directly consumed by:

• BDB Reports

• Dashboards

A Sandbox file alone cannot be directly used for visual analytics until it is formatted as a Datasheet.

Acts as a Lightweight, Quick-Access Data Source

Datasheets create a faster-access representation of the file:

• No need for complex connectors

• No dependency on external databases

• Users can experiment with data quickly

It is ideal for prototypes, POCs, and rapid iterations.

Ensures Schema Validation & Data Quality Rules

While creating a Datasheet, the platform applies rules:

• Header validation

• Removal of unsupported characters

• Consistent data types

• Basic format checks

This prevents schema misalignment later in pipelines or dashboards.

Makes the Dataset Discoverable Through Catalog & Metadata

Once a Datasheet is created:

• It appears under the Data Sheet section

• Metadata becomes searchable

• Lineage connects it to the Sandbox file

• Teams can easily find and reuse it

This promotes data governance and reuse.

Provides a Clean, Shareable Version of Uploaded Files

Unlike raw Sandbox files, Datasheets:

• Are standardized

• Can be shared safely with teams

• Are not overwritten by accidental uploads

• Maintain a consistent structure for long-term use

Ideal for Business Users Who Need a Spreadsheet-Like Interface

Datasheets act like a managed version of a table or spreadsheet:

• Friendly for business & analytics teams

• No need for SQL

• Easy to preview, understand, and explore

This bridges technical and non-technical users.

Creating a Datasheet on top of a Data Sandbox file transforms a simple uploaded file into a validated, structured, analysis-ready table that can be used seamlessly across the BDB Platform for reporting, analytics, pipelines, and collaboration.

Step-by-step Process

1

Navigate to Data Sandbox

• From the left panel, go to Data Center → My Connectors.

• At the top-middle section, click on the Data Sandbox tab.

  • This displays all uploaded or pipeline-generated Sandbox files in the right-side list.

2

Select the Sandbox File

• Scroll to locate the file you want to convert into a Data Sheet (e.g., Sample CSV).

Click on the Ellipsis icon () next to the file.

3

Choose “Create Datasheet”

• From the options list, click Create Datasheet.

  
• This opens the Create Datasheet form.

4

Fill Datasheet Details

• Fill in the required information inside the Create Datasheet window:

  • Datasheet Name* → enter a meaningful name Example: Sample Sandbox Datasheet

  • Description → (optional) add a short description Example: Demo

• Review the data sheet prerequisites shown on the screen:

  • First row must contain column headers

  • Headers must not contain spaces or special characters

  • Headers must contain at least one alphabet

  • Column types should be consistent

  • UTF-8 encoded files are not supported for datastore creation (These guidelines ensure smooth conversion and accurate metadata mapping.)

5

Save the Datasheet

• Click Save at the bottom-right of the pop-up.

  
• A confirmation message will appear: “Datasheet saved successfully.”

  

6

View the Created Datasheet

• Navigate to the Data Sheet tab (next to Data Store and Data Sandbox).

• The newly created datasheet (e.g., Sample Sandbox Datasheet) will now appear in the list on the right side.