---
title: Dataset Management
slug: dataset-management
createdAt: 2026-10-18T12:41:47.507Z
---

In MegaVertex, users can link data from an Excel spreadsheet to a specific layer using **Dataset Management**. This section explains the process step by step.

In this example, two types of data are used. The first is **Excel Data**, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/BeIJvodYt2RlrUBBaZ2UR_image.png)

The second type is **Layer Data**. In this example, the layer data is stored in a shapefile, as shown in QGIS below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/uyYaBRHUPiIqp6JlxMk2p_image.png)

**Step 1: Import the Building Layer**

Import the **Buildings** layer into MegaVertex by following the instructions provided in the Add Layer section

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/pJuoaX_-f75KOn-49-KKX_image.png)

Navigate to **Dataset Management** under the **Settings** section, then click **Add New Dataset**, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/eHgCtl-pwCnGlJJn-2ntw_image.png)

The **Add New Dataset** form will open. Enter the required information, including the dataset name, plural name, singular name, an appropriate icon, and any relevant notes. Then, click **Save** to create the dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/YO9ZmogeVL39RIee381Yd_image.png)

The **Building Licenses** dataset has been successfully created and added to the application.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/PeWN-4j6IIO7eO-ejBT7t_image.png)

To add the fields from the Excel spreadsheet to the dataset, click the **Actions** button :inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/5s9PZH7izcDojc76_ymWV_upload.png" alt caption width="52" height="31"} next to the **Building Licenses** dataset, then select **Attributes **:inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/frF1zT-dxue2n1fvjFmkJ_upload.png" alt caption width="16" height="19"}, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/QByFT6ELL_BZoKF9jN2Ip_image.png)

The **Attributes** form for the **Building Licenses** dataset will open. Click **Add Attribute** to add the fields available in the Excel spreadsheet to the dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/aBuuTqe5e2REoRlEvmkY9_image.png)

To add an attribute, enter the **Attribute Name**, **Display Name**, and **Data Format Type**, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/tmukoaaQz-12paZzA3WIt_image.png)

Repeat the same steps to add all the remaining attributes from the Excel spreadsheet to the **Building Licenses** dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/n_YJCnfSFX_kPsEAs00qk_image.png)

The figure below shows the Excel data used in this example.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/kLBSAgln6yy6ruYPXCjvH_image.png)

After adding all the attributes from the Excel spreadsheet, click the **Actions** :inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/gZ2V9E5gkuNXjUN6nZ8dx_upload.png" alt caption width="52" height="31"} button and select **Promote to Screen **:inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/qUr4dwf4OXgnoI-fq3ln1_upload.png" alt caption width="34" height="34"}, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/5GFOI3iWfYaS6s0b8o7_e_image.png)

As a result, the **Building Licenses** dataset will appear on the **Screens** page.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/tS27Pjp138RntlfJnEwtr_image.png)

Click **Building Licenses** in the **Screens** section to open the dataset screen, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/76YNe6t73pdGM_ys-HzFH_image.png)

Click the **Import Building Licenses** button to upload the Excel spreadsheet to the application.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/hp029_Z5rtDv3rd9-HVPo_image.png)

Select the worksheet containing the data you want to import from the Excel file.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/cauq0HF4xyeM4PNmJwZhL_image.png)

Click the **Read Sheet** button to load the data from the selected worksheet, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/6uFEv93bcLFPVlMc3ELyY_image.png)

Next, map each field from the Excel spreadsheet to its corresponding attribute in the **Building Licenses** dataset, ensuring that each field is matched correctly, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/_4LFlIRZV4oGfVq5GAz1O_image.png)

Click the **Import** button to import the Excel data into the **Building Licenses** dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/PPiZ1Ks-K3NOUjU4Omo-i_image.png)

The Excel data has been successfully imported into the **Building Licenses** dataset, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/JHgczV3LqM6_ruCyq6OJ5_image.png)

To link the **buildings datasets** layer with the **Building Licenses** dataset, use the **Building ID** field as the common key between the layer and the dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/6S9VO-2ZMs2XBQfLq6aSk_image.png)

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/GlROoJvEnncWrqeD0M6nV_image.png)

Select the **Buildings Datasets** layer, click the **Actions** button :inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/7Q6RHIW3Qidxy9zvLl8Sh_upload.png" alt caption width="52" height="31"}, and then select **Datasets **:inlineImage[]{src="https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/Cm5psom1YXHivp-gS6kKx_upload.png" alt caption width="34" height="34"} to configure the link between the layer and the dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/cIjecRQ5PRaWLcx9h8JQu_image.png)

The **Datasets** form will open. Click **Add Dataset Mapping** to configure the relationship between the **Buildings Datasets** layer and the **Building Licenses** dataset.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/aW8pif21b0DjpQGAjdsVL_image.png)

In the **Details** section, select **Building Licenses** as the dataset, then click **Submit** to proceed with configuring the dataset mapping.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/ahiJw-WGqZxK_SMwRdPFg_image.png)

A new **Mappings** tab will open. Click **Add Dataset Mapping** to define the relationship between the layer fields and the dataset attributes.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/hER3kAmp876wrUqG_edt3_image.png)

Select the matching fields shared by the **Buildings Dataset** layer and the **Building Licenses** dataset, using **Building ID** as the common field. Then, click **Save** to establish the mapping between them.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/sMgEDFJlkGXyymnuxRgIG_image.png)

The dataset mapping between the **Buildings Datasets** layer and the **Building Licenses** dataset has been successfully configured.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/WdZgSaSgKWrjaVN5Zt1Ut_image.png)

To view the results of the dataset mapping, navigate to the **Map** page and select a building feature. In the **Operations** panel, click the **Actions** button and select **Details** to view the associated **Building Licenses** data, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/O061_RnYdY-h_xJ7WPsea_image.png)

All building license records associated with the selected building are displayed, as shown in the figure below.

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/xdhgc0TT8GsD7qEoyDFUy_image.png)

![](https://api.archbee.com/api/optimize/LWUfsfhqAg8IYSTyeRxdu/gmGzcUiLVLbYLWVzv1eN2_image.png)