Managing your datasets

Thematic has tools to monitor the new data loaded into your datasets, and do basic filter and score set up.

Note: Any changes applied here may affect any custom work done on your dataset. Best practise is to contact your Thematic CSM if you're not sure.

Ability to manage datasets can be controlled using custom permissions. If you should be able to manage a dataset but cannot, contact your organization Thematic admin or your Thematic CSM.


Manage dataset

  • Rename your dataset
  • View the connection integration and it's status (Will show an error)
  • Refresh the integration if there's a problem, or pause the data pull
  • Alerting will notify nominated users if the amount of data loaded is below expected rates. Can be configured for
    • Checks data daily, weekly or monthly (At specific days or times)
    • Checks if data is below 50%, 80%, 90% or 95% of expected amount
    • Can notify via email or Slack

Configure analysis

  • Unique ID
    • Select the single or multiple columns used to prevent duplication for future data loading
  • Date (optional):
    • Select the column Thematic will use for dates and trending
    • Resolution is the time period selected by default (weekly, monthly or quarterly)
  • Scores (optional):
    • Select the column(s) Thematic will use for impact and score change
    • Type is the method used to calculate the score (average, NPS, threshold or top box)
    • Can be dragged to reorganize, the top option is shown by default
  • Filters (optional):
    • Select the column(s) Thematic will use for filters
    • Filter types are set by the data in the column, but can be adjusted
    • Can be dragged to reorganized
    • Themes, Categories and Sentiment filters are available in all datasets always

View History

  • View the previous data uploads in the dataset and their status

Delete dataset

  • Allows you to delete a dataset
    • A permanent deletion and confirmation requires coordination with a Thematic CSM