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Create your dataset

A dataset module turns an uploaded batch into organised data that can be selected when creating a project.

You need Add Module permission, and the dataset must be in Created status.

Open the module builder

  1. Open Datasets under Workspace.
  2. Find the uploaded batch.
  3. Select CREATE MODULE.

The Module Dataset Builder opens with the uploaded files, a data preview, hierarchy controls, the LLM exposure setting, and AI Data Advisor suggestions when available.

Review the source data

Select each file and worksheet to confirm:

  • The expected headings are present.
  • Rows and columns are aligned correctly.
  • Dates and numbers have been interpreted as expected.
  • Irrelevant worksheets are not included by mistake.
  • Sensitive columns are appropriate for the intended use.

If the source data is wrong, return to Datasets and create a corrected batch rather than building a module you cannot trust.

Set the hierarchy

Use the Hierarchy section to choose the required label. The label should describe how the dataset will be found and understood in the Tree.

Choose stable business terms that your users recognise. Avoid temporary labels based on filenames or upload dates unless the date is part of the intended classification.

Use AI Data Advisor

AI Data Advisor can suggest fields to include or exclude.

  1. Wait for suggestions to become available.
  2. Open RebelCore AI Data Advisor.
  3. Review the suggestions for the selected file.
  4. Apply only the suggestions that match the dataset’s intended use.

Suggestions do not replace data-owner review. You can build the module without applying them.

Choose LLM exposure

Select:

  • Full when authorised Agent users may receive exact dataset values.
  • Limited when users may receive analysis and safe summaries but not source records.
  • Advisory only when users should receive qualitative guidance without dataset values or statistics.

The default is Limited. Read LLM exposure levels before using Full for personal, regulated, or commercially sensitive data.

Build the module

  1. Complete the required hierarchy and exposure fields.
  2. Review any field selections and settings.
  3. Click BUILD MODULE.
  4. Wait for the build to complete.

When successful, the dataset returns to the Datasets page as Complete and CREATE PROJECT becomes available.

If the build fails

  • Read the error shown in the builder or Datasets row.
  • Confirm that required labels and settings are complete.
  • Check the source files for invalid or inconsistent structure.
  • Use RETRY where available after correcting the problem.

If the cause is unclear, contact support with the batch name, filename, and displayed error.

Correcting a completed module

For changes to source files, hierarchy, or exposure level, create a corrected import and rebuild the module. Existing projects keep their current module selection; create a new project when a different module set is required.

Next steps