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Overview

Glean’s Data Analysis for Structured Files feature in Assistant enables users to analyze CSV, XLSX, and JSON files directly through the chat interface. This powerful capability helps users across finance, sales, support, and IT teams save significant time on ad hoc analyses.

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Example Analysis Capabilities

You can ask questions about your data in various ways:
Example: “What columns does my data contain?”
Example: Calculate averages, sums, and counts
Examples:
  • Find top/bottom x values
  • Determine the range of values in a column
  • List all unique values in a column
Example: “How does conversion change by lead source?”
Example: “What product area has seen increased tickets compared to previous months?”

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Key Features

Assistant UX

Analyze data from uploaded files or indexed files by tagging them or pasting their link in Assistant. Generate output files and engage in multi-turn conversations about your data.

API Support

Developer platform users can access the File Upload APIs documentation or visit developers.glean.com.

Security

Analysis is performed in a sandboxed environment for each user, ensuring security throughout the file lifecycle. For details, see the security whitepaper.

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Supported File Formats

  • XLS
  • XLSX
  • Google Sheets
  • CSV
  • JSON

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Known Limitations

Before using the feature, be aware of these current limitations:
1

File Upload Limits

Up to 5 files of 64MB each are supported. Note that a single XLS/XLSX file can contain multiple tabs.
2

Data Retention

Default policies include 24-hour file retention and 30-day metadata retention. Users can manage retention by disabling chat session history or manually deleting sessions.
3

Complex Sheet Handling

Beta version has limited support for complex sheets with merged cells, hierarchical tables, charts, diagrams, and sentiment analysis.
4

Model Performance

To ensure optimal performance, choose the model that best fits your specific needs.

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Configuration & Setup

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Enabling Data Analysis

The feature is enabled by default unless you have opted out of new features.
As a Glean admin, you can manage user access through:
  1. Navigate to Admin Console
  2. Go to Platform > Assistant > Settings
  3. Select Data Analysis
  4. Choose your preferred configuration options
For a visual guide, watch the Data Analysis Admin Self-Serve video.

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Security Documentation

For detailed information about security measures, refer to our security whitepaper.