---
schema_version: "1"
id: c9032149a52b3777151449a4d66907e1facc7be23e5f42ecd3852753bab18350
title: Create the Dataset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_security_rowlevel_example_rolehierarchy_createdataset.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_security_rowlevel_example_rolehierarchy_createdataset.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b64ee97c4c9c0bb1d373ba760e599d07733641e1a67e4f5d7ca4332908b91fe
description: Now that you have the final dataflow definition file, you can create the dataset.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create the Dataset

Now that you have the final dataflow definition file, you can create the dataset.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33666e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33666e47 ">To download, upload, run, and monitor a dataflow:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33666e47 ">Edit CRM Analytics Dataflows</td>
          </tr>
        </tbody>
      </table>

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

Warning If you wish to perform the steps in this sample implementation, verify that you have all required Salesforce objects and fields, and perform the steps in a non-production environment. Ensure that these changes do not impact other datasets that you already created. Also, always make a backup of the existing dataflow definition file before you make changes because you cannot retrieve old versions of the file.

To create the dataset, perform the following steps.

1. In CRM Analytics, click the gear icon (![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_dataflowmanager_gear_icon.png) ) and then select **Data Monitor** to open the data monitor.
    
    The Jobs View of the data monitor appears by default.
2. Select **Dataflow View**.
3. Click the actions list (1) for the dataflow and then select **Download** to download the existing dataflow definition file.
    
    ![The Dataflow View shows the statuses of dataflow jobs.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_workflow_actions_list.png)
4. Open the dataflow definition file in a JSON or text editor.
5. Add the JSON determined in the [previous step](https://help.salesforce.com/s/articleView?id=analytics.bi_security_rowlevel_example_rolehierarchy_determinerls.htm&release=264.0.0&type=5 "Now it’s time to think about row-level security. How will you restrict access to each record in this dataset?").
6. Before you save the dataflow definition file, use a JSON validation tool to verify that the JSON is valid.
    
    An error occurs if you try to upload the dataflow definition file with invalid JSON. You can find JSON validation tool on the internet.
7. Save and close the dataflow definition file.
8. In the Dataflow View of the data monitor, click the actions list for the dataflow and then select **Upload**.
9. Select the updated dataflow definition file and click **Upload**.
10. In the Dataflow View of the data monitor, click the actions list for the dataflow and then select **Run** to run the dataflow job.
11. Click the **Refresh Jobs** button ( ![Refresh Jobs button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_refreshjobs_icon.png)) to view the latest status of the dataflow job.
    
    You can view the OppRoles dataset after the dataflow job completes successfully.

![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 are adding a predicate to a dataset that was previously created, each user must log out and log back in for the predicate to take effect.