Open the data source list
In the left main navigation, click More, then click Data Sources in the data workspace sidebar to open the data source list. The list shows a grid of cards. Each card includes:- Engine icon + name + engine badge — the data source name and its database/file type
- Status indicator — whether metadata is available and whether a sync is in progress
- Description — the business description of the data source
- Table count (database types also show the schema count) and last updated time
- Quick Chat — jump to the conversation page and ask questions against this data source
- Delete Data — delete the data source
Detail page header
The top of the detail page is the data source overview: a breadcrumb (All Data / current source), the engine icon, name, engine badge, description, and a metadata row — the copyable data source ID, schema / table / field counts, availability status, and creation time. Action buttons sit in the top right:- Connection (database types only) — open the connection edit dialog
- Edit — modify basic info
- ··· — a menu with Build Value Index and Delete Data Source
Edit basic info
Click Edit in the header to open the basic info dialog, where you can change:- Data name — the display name of the data source
- Description — the business description, which helps the AI understand the data’s context
Edit connection (database types only)
For database sources, click Connection in the header to edit the connection details: host, port, username, password, and database. Leave the password blank to keep it unchanged. After saving, AskTable re-tests the connection and re-syncs metadata.Detail page tabs
The detail page organizes content into tabs:- Data Overview — always shown; the core area for metadata and field configuration
- File Management — shown only for file types (Excel / CSV)
- Training Set — always shown
Data overview and field configuration
Data Overview is the default tab and the most important configuration area. The toolbar shows the “Data Overview” title and a sync status badge on the left; on the right are a Reselect Tables button (database types only, to add or remove synced tables) and a ··· menu (export / import metadata).Page layout
- Left tree navigation — organized by schema → table; click a table name to view its fields on the right
- Right side — the selected table’s table description at the top (a blue-bordered block; click the edit icon to modify), with the field table below
Field configuration
The field table contains these columns:
For details on each, see Table and Field Notes, Field Hiding, and AI Index.
File management (file types only)
For Excel / CSV sources, the detail page has a File Management tab:- File list — shows uploaded files; supports preview, download, and delete
- Upload new files — drag and drop or click to upload
.xlsx,.xls,.csvfiles; multiple files supported - After making changes, click Save Changes to apply
Training set
The Training Set tab manages question-and-answer training data specific to this data source. Each entry contains:- Question — a natural-language question
- SQL — the correct SQL statement
- Source —
ManualorFeedback(collected from likes in conversations) - Created time
- Active — a toggle controlling whether the entry takes effect
Import / export metadata
In the ··· menu on the data overview page:- Export Metadata — export field descriptions, field visibility, and training data to a JSON file
- Import Metadata — import a JSON file to overwrite field descriptions and visibility, and append training data
Delete a data source
Click the ··· menu in the header and choose Delete Data Source. After confirmation, the data source and all its configuration are permanently removed. Deleting a database source does not affect the actual data in the database.Next steps
- Table and Field Notes — add business descriptions to improve AI accuracy
- Field Hiding — control which fields are visible to the AI
- AI Index — build a semantic index over field values to improve query accuracy