How To Upload a Dataset in DataPeak

Your first step to exploring insights, building agents, and automating workflows.

Datasets are the foundation of everything inside DataPeak, analytics, agents, dashboards, forecasting, and automation all start with data.
This guide shows you the easiest way to upload your first dataset and where to find it afterward.

1. What Is a Dataset in DataPeak?

A dataset is a structured collection of data created from:

• File uploads

• Data connectors

• AI Data Merge

• Forms/Data Sheets

• API imports

You can transform, filter, merge, and analyze these datasets across the platform.

2. Upload from the Welcome Page

When new users sign in, the Welcome Page includes a “Get started with DataPeak” block.
This is the easiest and fastest way to upload your first dataset.

Step-by-step: Upload from Welcome Page

1. Go to the Welcome Page

2. Under “Get started with DataPeak,” click Upload Dataset

3. Select your file
   DataPeak supports:

   • CSV

   • Excel (XLSX)

   • ZIP archives with multiple CSVs

   • PDF or image files

4. Add a name and optional description

5. Click Add

DataPeak will process your file, create a structured dataset, and notify you when it’s ready.

You’ll receive both:

• An in-app notification, and

• An email notification confirming the dataset is ready to use

3. Upload Through DataPeak Chat

You can also upload data directly in DataPeak Chat.

To upload through Chat:

1. Open DataPeak Chat

2. Click the three-dot menu (bottom-right corner)

3. Choose Add Dataset

4. Select and upload your file

5. Add a name and optional description

6. Click Add

You’ll receive both:

• An in-app notification, and

• An email notification confirming the dataset is ready to use

4. Viewing & Managing Your Uploaded Datasets

Once processed, your dataset appears in the Data Management area.

To view your datasets:

1. Click Data Management in the left-hand menu

2. Select Datasets

3. You’ll see a table listing all datasets you’ve uploaded or have permission to view

Columns typically include:

• Name

• Description

• Dataset Type (CSV, Excel, ZIP, PDF, etc.)

• File name

• Data size

• API endpoint

• Upload Status

• Dataset Status

• Owner

• Creation Date and

• User Hierarchy

This is your central hub for managing datasets.

5. What You Can Do With a Dataset

Once your dataset is uploaded, you can:

Transform & Clean

• Filter rows

• Rename columns

• Calculate new fields

• Fix inconsistent data using alias columns

• Hide or rearrange columns

Merge Multiple Datasets

Use AI Data Merge to combine files based on matching keys/columns.

Export

Download datasets in:

• CSV

• Excel

• JSON

• and more

Tag & Organize

Add tags to categorize datasets for easier searching and grouping.

Refresh Automatically

If your data is coming from a connector, you can:

• Schedule automatic refreshes

• Trigger refreshes through agents

• Sync data from external sources

Lock Editing

Admins can restrict editing or lock specific datasets to prevent accidental changes.

6. Uploading ZIP, PDF & Image Files

DataPeak can extract structured data from:

ZIP files

These typically contain multiple CSVs or data sources.
DataPeak will unpack, process, and unify them into datasets.

PDFs & Images

Using VisionLLM, DataPeak can turn scanned or visual documents into structured datasets you can analyze, merge, or automate.

This is especially useful for:

• Invoices

• Forms

• Industrial equipment reports

• Scanned documents

7. Tips for a Smooth Upload

• If your file is large, keep the browser tab open until the upload completes

• Use clear column names if possible (helps with Chat, analytics, and agent creation)

• Remove blank header rows before uploading

• If DataPeak detects formatting issues, it will prompt you to correct them

• You can upload multiple datasets, there is no limit on the number or size

8. What to Do After Uploading

Once your dataset is ready, most users follow this sequence:

Next recommended steps

1. Run Auto Analytics on your dataset

2. Start a Chat about your data

3. Create an AI Agent using your dataset

4. Build a Dashboard Chart using the Advanced Graph tool

5. Use AI Data Merge if you have multiple files

Your dataset is now the foundation for everything you’ll do next in DataPeak.