> ## Documentation Index
> Fetch the complete documentation index at: https://help.dingtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Set Overview

> Introduction to the YiDA data set feature, covering how to create data sets from forms, view tables, data preparation, cross-app sources, and files. Supports multiple database types and file formats, with permission configuration for fine-grained data access control.

| **Feature**                             | **Free plan** | **Basic edition** | **Professional edition** | **Dedicated edition** |
| --------------------------------------- | ------------- | ----------------- | ------------------------ | --------------------- |
| Connect Excel and CSV file data sources | Not supported | 50                | 100                      | 100                   |

## Overview

A data set is YiDA's unified management unit for data from forms, view tables, data preparation, and cross-app sources. It is the standard data collection unit in YiDA.

## Single Table as a Data Set

Use data collected by a form built in an app as input to build reports.

<Note>
  You do not need to create a single-table data set manually. After you create a form, its data automatically syncs to the data set list.
</Note>

## Create a Data Set from a View Table

YiDA processes existing form data into a consolidated data table (wide table) that you can use directly in downstream reports.

For details about view tables, see [View table](/yida/app-admin/oim554).

## Create a Data Set from Data Preparation

Data preparation is an offline big data solution. It supports uploading Excel and CSV data and connecting to online databases such as MySQL. After acceleration by data preparation, the data is merged and processed for report creation.

For details about data preparation, see [Feature overview](/yida/app-admin/ykemo6).

## Create a Data Set from a Cross-App Source

Cross-app data retrieval lets you fetch form data from other specified apps as a data set. Once you add a cross-app data retrieval form, you can use it in scenarios such as report creation. Currently, only report scenarios are supported; in the future, cross-app forms will be available as standard data sets in more scenarios.

For details, see [Cross-app](/yida/app-admin/btrtnt).

## Create a Data Set from a File

**Purpose**: Connect existing text-based information sources to quickly extract and process data from text and file assets. Files are a simple type and do not require a separate Data Source. You can create a file-backed data set directly in the data set module.

**Supported types**: Excel .xls and .xlsx files commonly used in enterprise information systems, and CSV (Comma-Separated Values) files that support large-scale text data processing.

**Scenario optimization**: Uploaded fields are treated as string type by default. You can adjust the field type (Numerical, Date, and so on) so the data uses the most appropriate type in each scenario.

## Create a Data Set from a Database

**Purpose**: Connect existing cloud databases to extract and process data.

**Supported types**: MySQL, SQLServer, Oracle, PostgreSQL, HologreSQL.

**Security**: Except for the database password entered when creating the Data Source, all subsequent password transmissions are encrypted to protect database information end to end.

**Scenario optimization**: Database drivers for different MySQL and SQLServer versions are parsed and identified automatically in the cloud, and the matching driver is applied intelligently.

## Data Set Permission Configuration

In the YiDA data set list, configure permissions to define which users can access which fields (or data matching specific rules), enabling data-level permission control at runtime.

* Form-type data sets inherit form permissions directly.
* For other data set types, go to Permissions and create a permission group to set an independent permission scope. The default rule is: everyone can view data in all fields.

**Path**: Go to the app form page > App Data.

**Data set definition**: A data set is the unified management unit for data produced by standard forms, view tables (multi-table associations), data preparation (offline big data solution), and cross-app forms. It is the standard data collection unit in YiDA.
