MicroStrategy ONE

Create a Bot with New Data

Create a Bot with new data when you need to add new data to MicroStrategy, or if the existing datasets do not contain your required data.

  1. Choose Create New > Bot.

    If you can't see the Create with New Data option, check Prerequisites section and ensure you have correct privileges assigned.

  2. Click Create with New Data.

  3. Select from the different data sources that are available, including the following main sections:
    • General Upload new data from locations such as Clipboard, Data from URL, File from Disk, Import existing dataset, Public Data, or Sample Files
    • Services Upload data from data sources enabled by your platform Administrator. These data sources are from other services such as Dropbox, Google Drive, Financial Force, Salesforce, and others.
  4. Once you import your data, drag and drop tables from the left Data Catalog panel to the main screen.

  5. If necessary, click Prepare Data to clean or modify your data on the Preview Dialog. Otherwise, click Create and skip to step 8.

  6. Click Wrangle. Click Refresh, wrangle your data, and click Apply. See Data Wrangling Dialog for more information.

  7. Click Add/Edit Tables to add or remove existing tables and then click Update.

  8. Click Update.
  9. Click Finish.