Learn how to upload CSV and Excel files directly to Genie Agents, configure a data room, and ask natural language questions about your data without writing SQL. In this demo, we enable the Genie file upload feature, create a sales data room backed by Databricks SQL, drag-and-drop a CSV file, and run queries like "What's total revenue?" and "What are the top products by region?" — with results displayed as charts and summaries.
Source: official Databricks documentation · Databricks announcement
Key takeaways
- Genie file upload feature enables drag-and-drop CSV or Excel ingestion without pre-setup.
- Data rooms combine uploaded files with SQL Warehouse queries for unified analysis.
- Schema inference automatically detects columns and data types from uploaded files.
- Natural language questions generate SQL queries and display results as charts.
- File upload feature must be enabled in Genie previews before creating data rooms.
Chapters
- 0:00 — Genie Agents: Upload and Explore CSV Files
- 0:35 — Enable Genie File Upload & Create a Data Room
- 1:07 — Upload CSV File and Infer Schema
- 1:38 — Ask Natural Language Questions and View Results
- 2:12 — Regional and Category Breakdown
Frequently asked questions
What is the first step to use Genie file upload?
Enable the file upload feature by clicking Previews and toggling 'Genie upload files' on.
How do I set up a data room for file uploads?
Create a data room by selecting a SQL Warehouse, choosing a reference table, enabling user uploading, and naming it. Then drag and drop your CSV file.
What happens after I upload a CSV file?
Genie infers the schema from the file, then you can ask natural language questions. The transcript shows queries like 'What's total revenue?' returning results with charts.
Can I use large files or only samples?
The transcript mentions the demo uses a small sample but notes you can also use large samples if desired.
Full transcript
Auto-generated from the video and lightly edited for readability. Timestamps link to the moment in the video.
Show full transcript (7 segments)
0:04today we're going to talk about an amazing feature that the aibi Gen team has released recently whether you're using CSV or Excel files this feature will allow you to explore your data in a quick and efficient way you just need to go and drag and drop this file in the genie and then you can start asking questions trust me I would have loved to
0:27have this feature seven years ago when I was doing my internship at a bank let me show you how you can get started with first you need to enable this feature click on previews and then look for Jenny upload files and make sure it's on and then go to Jenny Create Your First Data room let's call it sales data select a SQL Warehouse you need to
0:49select any table can be a good fit sales and then enable user uploading files let's call it youf s and will be selecting default save and then what I what I need to do is just drag and drop my uh CSV file as you can see the file is being uploaded right now and then I
1:13will try to understand the uh relevant context once the context uh has been retrieved you can start asking the questions and this is first of all how the data looks like you can see product category product name unit all unit price Revenue region and the payment method so kind of ask first question let's say what's total revenue I can
1:36also ask other questions like what are my top sales top product sales in every region you can see I have the first one total revenues HK I can say top uh product in category and you can see it's very intuitive here we go can see beauty products uh books clothing Electronics Home Appliance uh of course
2:00I can see top sales in every region and again it shows also the graphs which can be uh very uh useful to understand the data of course over here I'm just using a a small sample but you can also use a large sample if you want and here you can see in Asia it's Bon bike in Europe it's lged in in North
2:23America Canon AOS air5 and that was a quick demo of how you can start using J data files
Official Databricks resources
- AI/BI Genie documentation — docs
- Agent Bricks — product
- Databricks Free Edition — product
- AI/BI Genie is now generally available (Databricks blog) — blog
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Databricks Answers
Looking for a quick, source-backed answer? Browse Databricks Answers on Genie & conversational analytics — direct, documentation-validated answers to common Databricks questions, curated by Youssef Mrini, Senior Developer Advocate at Databricks.