Manage data sources, files, and training sets

Opening a data source shows three areas:

• Header: breadcrumbs (“All data sources” → source name → “Settings”), status indicator, and main action buttons.
• Left sidebar: fixed “Basic information” and “Training set” entries. When the source is available, a search box and database/table tree appear below; search filters by table name.
• Right side: the currently selected content.

The main header action depends on the source type: “Reselect tables” for databases, “File management” for Excel. “Settings” is on the far right.

The status indicator shows available, synchronizing, initializing, or unavailable. Click it to see the last synchronization time and error details; after an error, a “Reinitialize” or “Resync” button appears at the bottom.

Click “Basic information” in the sidebar. Edit the source name directly in its input; it saves on blur. The description is a two-line text box that also saves on blur.

Descriptions have a 255-character limit. Exceeding it turns the bottom-right counter red and prevents saving. The same page shows the read-only type, ID with a copy button, database/table statistics, and creation time.

Click “Settings” in the header. The “Connection configuration” section shows the host, username, and database. “Edit” opens a dialog for changes; “Test connection” checks the current configuration at any time.

Leave the password blank to keep it unchanged.

Click “Reselect tables” in the header, update the selection in the dialog, and click “Confirm selection (N)”. Tables already in metadata are selected by default. The button is disabled during synchronization.

You do not need to resynchronize the whole source when one table's structure changes. Open that table's “Field structure” page and click “Resync” below its name. This refreshes only that table's structure and statistics, preserving manual annotations. A notification confirms that refreshing has started.

Click “File management” in the header. The dialog is titled “File management” and shows “File list (N)”.

Click “Select files” to add files; new rows have a new-file badge. Existing files can be previewed, downloaded, or deleted. Removed rows appear below with a warning that they will be permanently removed after saving. Click “Save changes” when done.

Click “Training set” in the sidebar. Table columns are user question, correct SQL, source, creation time, enabled status, and actions. The source column shows manually added or positive feedback.

Use “Add training data” at the top right to create an entry. Each row's switch controls whether it is active; hovering reveals edit and delete buttons. Search filters by question or SQL.

Click “Settings” in the header and find “Metadata”:

• “Export” opens “Confirm metadata export”, explaining that field descriptions, field visibility, and training data will be exported. Confirm to download JSON.
• “Import” lets you select a JSON file. Import overwrites field descriptions and visibility, while training data is appended without deleting existing entries.

The same section has “dbt semantic layer”. Click “Export YAML” to export the source's entities and dimensions as dbt YAML.

Click “Settings” in the header and find “Delete data source” in the bottom “Danger zone”. The “···” menu on each source card also offers “Quick conversation” and “Delete data”. Deletion requires confirmation and cannot be undone afterward.

Deleting removes only the AskTable data source and its configuration. The database or file itself is unaffected.