---
schema_version: "1"
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title: Select a Dataset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_story_setup_dataset.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_setup_dataset.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c07e56b3f01d862fec67c3b909b08c3eca51087abe879dc53bf0dd3d4029f348
description: Select the CRM Analytics dataset that contains the data you want to analyze.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Select a Dataset

Select the CRM Analytics dataset that contains the data you want to analyze.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

**Considerations for Dataset Selection**

- To get great results with your models and predictions, start by preparing the data you want to analyze in your dataset. For instructions, see [Prepare Data for Analysis](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep.htm&release=264.0.0&type=5 "Effective data preparation is key to getting great results with your insights, predictions, and improvements. Engage the data integration power of CRM Analytics to load and transform data from one or more data sources into a dataset for Einstein Discovery to analyze. You can pull data from Salesforce and external sources. You can also use third-party tools and utilities to further expedite data cleansing and wrangling tasks.").
- To create a model, your dataset must contain a minimum number of rows for Einstein to analyze, as described in [Einstein Discovery Capacities and Requirements](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_limits.htm&release=264.0.0&type=5 "Einstein Discovery has limits for CRM Analytics datasets, models, and predictions.").
- For model creation, you can use a dataset with a predicate (row-level security). Your access must be at least 400 rows of data. All users who access the model can see the results of the model. They don’t need the same row-level access as the story creator.
- A model is based on a snapshot of the data in the CRM Analytics dataset. The initial data snapshot is taken when the model is created. Thereafter, the model is _locked_ to that snapshot by default. If data has changed in the source dataset, users with sufficient permissions can optionally refresh the model based on the most recent data (see [Open a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_open.htm&release=264.0.0&type=5 "Open a model to explore relationships in your data.")). Otherwise, subsequent changes to the model do not affect the snapshot, and subsequent changes to the dataset are ignored.
    
    Consider selecting datasets that are more static than dynamic. If your dataset is continually updated, Salesforce periodically removes older versions of the dataset, which can include the snapshot upon which your model is based. If the snapshot is no longer available, then you can still view the model but cannot edit it.

To select a dataset:

1. In CRM Analytics Studio, find the dataset you want to use to create the model. To find the datasets you are authorized to use, select the Datasets subtab.
2. Open the dropdown on the CRM Analytics dataset.
3. Click **Create Model**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    Note If you don’t see **Create Model** in the dropdown menu, ask your administrator about your user permissions and whether Einstein Discovery is set up for your org.