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Adding and managing your analytics data

Add data files and connections to your data sources to your spaces in the hub. You or other users can then use them to add data in apps.

Apps in Qlik Sense require sources of data. Qlik Sense supports two kinds of data sources:

  • Datasets: You can upload data files to Qlik Sense, which are stored in Qlik Cloud. Qlik Sense automatically adds an additional layer of metadata to uploaded data files, creating datasets. You can also create datasets for tables from existing data connections in the hub.

    The metadata added to a dataset enables you to use additional Qlik Sense tools for managing your data in the hub, including catalog tools and other resources. For more information on cataloging, see Understanding your data with catalog tools.

    Qlik Sense supports the following file types:

    • Text files: Data in fields must be separated by delimiters such as commas, tabs, or semicolons. For example: comma-separated variable (CSV) files.

    • HTML tables
    • Excel files:

      Information noteYou cannot load data from password-protected Excel files, or Excel Binary Workbook files (.xlsb).

      For more information, see Loading data from Microsoft Excel spreadsheets.

    • XML files
    • Qlik native QVD and QVX files
    • Fixed record length files
    • Data Interchange Format (DIF) files: DIF files can only be loaded with the data load editor.

    • Geographic data files: 

      • GEOJSON

      • ESRIJSON

      • GML

      • KML

      • SHPZIP

      • DXF

    Data files can be up to 100 GB. However, when uploading very large data files (over 6 GB), you might experience constraints with engine capacity. These constraints are more likely to be encountered with QVD data files due to the memory usage necessary to load QVD files into the engine. For more information about increasing the dedicated capacity available, see Expanded apps and dedicated capacity .

  • Data connections: Connections allow you to bring data from external data sources, such as databases or remotely stored files, into apps. You can create datasets from connections. For more on supported data sources, see Data sources in Qlik Sense SaaS.

Add datasets and data sources in the hub by clicking Add new and selecting Dataset or Connect to data. Once added, they can be managed from Data sources in their space. For more information, see Managing data sources in spaces.

Datasets and connections can be used in apps with Data manager, Data load editor, or the data catalog. Datasets and connections to data sources can also be added inside an app with Data manager or Data load editor. For information on working with datasets and connections with Data manager, Data load editor, or the data catalog, see:

Datasets and connections to data sources can also be added in Data manager and Data load editor while you are working on an app. For more information, see:

Data and spaces

When you add datasets and connections, you must select a destination space. Spaces are private, such as your personal space, or they are communal spaces with other users, such as shared or managed spaces. Adding data sources to shared or managed spaces allows other users to access your data sources and use them in their own apps. Access to data can be controlled for different space members through space permissions. For more information on spaces, see Working in spaces.

You can manage datasets or connections in a space by clicking Manage space and selecting Data sources.

Information noteData spaces are not supported with Qlik Cloud Analytic Services. They are supported with Qlik Cloud Data Integration Services only.

If you have on-premise data sources you want to use in your tenant, you can upload them to spaces using Qlik DataTransfer. For more information, see Uploading on-premises data with Qlik DataTransfer.

Adding datasets from local files

For supported file types, see Loading data from files.

Data files must be 6 GB or less.

  1. Click Add new and select Dataset.
  2. Click Upload data file.
  3. Drag and drop your data files into the Add file dialog.

    Alternatively, click Browse and navigate to your data files.

  4. Select a destination space for the files.
  5. Click Upload.

    Alternatively, to create an app from your dataset immediately, click Upload and analyze.

Information note

When importing a dataset file into a Qlik Sense app or space with Data manager (drag-and-drop or other direct uploads), the maximum number of fields that can be loaded is 5000.

Adding datasets from existing connections

Create datasets from existing ODBC connections. When you create a dataset, you pick a database from the data source and then select tables in that database. A dataset is created for each table you select. Datasets created this way refresh their data every time the dataset is opened.

Creating datasets from connections allows you to use cataloging and lineage options with data from your external data sources.

Information note

Datasets created from a connection must reside in the same space as the connection to that data source. If the dataset is moved to a space without that connection, only the dataset name and limited metadata is available from the dataset.

  1. Click Add new and select Dataset.

  2. Select a connection to a data source from the available connections and click Next.

  3. Under Database, select the database containing the tables for which you want to create datasets.

  4. Under Tables, select the tables to create datasets from. Each table will make a new dataset.

  5. Click Next.

  6. Select the destination space for the data set from Select space.

    If the space does not have access to your selected connection, you need to select Create new connection in <space name>.

  7. Click Create datasets.

Adding datasets from new connections

Add a new ODBC connection and create a dataset from it.

Information note

Datasets created from a connection must reside in the same space as the connection to that data source. If the dataset is moved to a space without that connection, only the dataset name and limited metadata is available from the dataset.

  1. Click Add new and select Dataset.

  2. Click Create connection.

  3. Select the destination space for the connection.

  4. Under Data sources, select the data source.

  5. Add the details for the connection.

  6. Enter the connection settings for the data source.

    For information about supported connections, see Loading analytics data.

  7. Click Create.

  8. Select the connection from the available connections and click Next.

  9. Under Database, select the database containing the tables for which you want to create datasets.

  10. Under Tables, select the tables to create datasets from. Each table will make a new dataset.

  11. Click Next.

  12. Select the destination space for the data set from Select space.

    If the space does not have access to your selected connection, you need to select Create new connection in <space name>.

  13. Click Create datasets.

Adding new connections

For information about supported connections, see Loading analytics data.

  1. Click Add new and select Data connection.
  2. Select a data connection.

    The settings dialog, specific for the type of data source you selected, opens.

  3. Select a destination space for the connection.
  4. Enter the connection settings for the data source.
  5. Optionally, click Test connection to confirm your settings.
  6. Do one of the following:
    • To create the data source, click Create.

    • To create the data source and load data from it into a new app, click Create and analyze.

      A new app with the same name as the connection is created and opens to Data manager.

      For information on using Data manager, see Loading and managing data with Data Manager.

Managing data sources in spaces

You can view the available datasets and data sources in a space by clicking Managed space and selecting Data sources.

In Data sources, you can do the following: 

  • Add datasets and data connections

  • Duplicate datasets

  • Move datasets

  • Delete datasets and data connections

Shared space members with Owner, Can manage, and Can edit permission can manage data sources in that space. Managed space members with Owner or Can manage permission can manage data sources in that space. Space members with the Can consume data role can view data sources in the space, and they can consume the data sources where they have permission to create apps.

Information noteThe Can consume data role is a space-level role that gives members of a space permission to view and consume the data sources stored in that space. The benefit of this role is that you can allow users to access data files and data connections in your space, without giving them the elevated permissions they would normally require to access data sources inside a space.

Adding data files to spaces

You can add data files as datasets in Data sources.

Data files can be up to 100 GB. However, when uploading very large data files (over 6 GB), you might experience constraints with engine capacity. These constraints are more likely to be encountered with QVD data files due to the memory usage necessary to load QVD files into the engine. For more information about increasing the dedicated capacity available, see Expanded apps and dedicated capacity .

  1. In a space, click Manage space and select Data sources.
  2. Click Add file.
  3. Drag and drop your data files into the Add file dialog.

    Alternatively, click Browse and navigate to your data files.

  4. Click Upload.

Adding connections to spaces

You can add connections to data sources in Data sources. Network File System (NFS) connections cannot be added directly in a space and must be added in an app.

For information about supported connections, see Loading analytics data.

  1. In a space, click Manage space and select Data sources.
  2. Click Add connection.
  3. Select a data connection.

    The settings dialog, specific for the type of data source you selected, opens.

  4. Enter the connection settings for the data source.
  5. Optionally, click Test connection to check your settings.
  6. Click Create.

Editing data resources

Edit data connections in Data sources. User credentials are cleared each time you edit a connection.

  1. In the Actions column, in the row of the data connection you want to edit, click More and select Edit.

    The settings dialog, specific for this type of data connection, opens.

  2. Edit the connection settings for the data source.
  3. Click Save.

Duplicating data files

  • In the Actions column, in the row of the data file, click More and select Duplicate.

Moving data files

  1. In the Actions column, in the row of the data file, click More and select Move.

  2. Select the new space from Space.
  3. To open to the new space after moving the data file, select Navigate to space.
  4. Click Move.

Deleting data sources

You can delete a data source from a space.

  1. In the Actions column, in the row of the data source you want to delete, click More and select Delete.

  2. Click Delete.