A dataset defines the scope of data analysis in a ChatBI session. Before starting an interactive session, create a dataset that points to a table in a supported data source, or upload local files directly.
Prerequisites
Before you begin, ensure that you have:
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A Serverless resource group in the same region where you use ChatBI
Supported data sources and file formats
Data source datasets support the following data sources:
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Hologres
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MaxCompute
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StarRocks
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MySQL
Local file datasets support xls, xlsx, and csv formats. Upload up to 10 files per dataset. Each file cannot exceed 1 GB.
Create a dataset
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Go to the ChatBI page. Log in to Alibaba Cloud and open the DataWorks ChatBI page for the region that matches your resources, such as your resource group and dataset.
Region URL China (Hangzhou) https://dataworks.data.aliyun.com/cn-hangzhou/chat-bi/ China (Shanghai) https://dataworks.data.aliyun.com/cn-shanghai/chat-bi/ China (Shenzhen) https://dataworks.data.aliyun.com/cn-shenzhen/chat-bi/ China (Hong Kong) https://dataworks.data.aliyun.com/cn-hongkong/chat-bi/chat China (Chengdu) https://dataworks.data.aliyun.com/cn-chengdu/chat-bi/ China (Beijing) https://dataworks.data.aliyun.com/cn-beijing/chat-bi/ China (Zhangjiakou) https://dataworks.data.aliyun.com/cn-zhangjiakou/chat-bi/ Indonesia (Jakarta) https://dataworks.data.aliyun.com/ap-southeast-5/chat-bi/chat -
In the left navigation pane, click Dataset. On the Datasets page, click Create Dataset.
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On the Create Dataset page, configure the parameters for your dataset type.
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If the dataset type is Data Source:
Parameter
Description
Basic information
Name
Name of the custom dataset.
Type
Select Data Source.
Data Source Type
Select Hologres, MaxCompute, StarRocks, or MySQL.
Data source information
Configuration parameters vary by data source. For a Hologres data source, configure the Geography, Hologres Instance, and Database Name.
Resource Group
Select a DataWorks Serverless resource group. This resource group accesses the data source for queries in subsequent sessions.
Test Connectivity
Test the connectivity between the selected Serverless resource group and the data source.
Select target tables
After completing the basic information, click Next Step to select the target tables for the dataset.
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If the dataset type is Local File:
Parameter
Description
Basic information
Name
Name of the custom dataset.
Type
Select Local File.
Upload File
Upload files in
xls,xlsx, orcsvformat. Upload up to 10 files. Each file cannot exceed 1 GB.
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Click Next Step to proceed to the Data Insight step. The system scans the dataset to capture data characteristics, which improves analysis accuracy in sessions.
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Data Insight may take a long time. Click Done to exit and view the results on the dataset details page later.
View a dataset
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In the left navigation pane, click Dataset.
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Find the dataset and click its card to open the details page.
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The details page shows basic information at the top — the dataset type, number of tables or files, and creator. On the left is a list of tables or files. Select a table or file to view its basic information and a data preview on the right. Up to 20 data records are shown in the preview.

Edit a dataset
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In the left navigation pane, click Dataset.
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Open the edit page in one of the following ways:
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Hover over the dataset card and click in the upper-right corner.
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Click the dataset card to open the details page, then click Edit in the upper-right corner.
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Modify the dataset configuration. For parameter descriptions, see Create a dataset.
NoteYou cannot change the dataset type or data source type of an existing dataset.
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Click Next Step to proceed to the Data Insight step.
Delete a dataset
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In the left navigation pane, click Dataset.
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Hover over the card for the dataset and click in the upper-right corner.
After you delete a dataset, its associated sessions and charts can no longer display data.
What's next
Start a session based on a dataset in one of the following ways:
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In the left navigation pane, click Dataset. Hover over the target dataset card and click
in the upper-right corner. -
In the left navigation pane, click New Chat to open the ChatBI session window. In the session window, click Select Dataset.

Enter your requirements or questions to start the data analysis. For more information, see ChatBI sessions.