A dataset is a collection of business data, such as numbers, text, and dates. In Quick BI, datasets are the foundation for visual analysis. You can consolidate data from multiple tables into a single dataset to manage, analyze, and discover its value. Quick BI lets you create datasets using visual configuration or an ad hoc query.
Prerequisites
A data source connection is required. For more information, see Connect to a data source.
Procedure
On the Quick BI homepage, navigate to the dataset creation page in one of the following ways:
Entry 1: Create a dataset from outside a workspace.
Entry 2: Create a dataset from the resource list in the workspace.
Entry 3: On the Datasets page, click Create Dataset.
Entry 4: On the Data Sources page, click the
icon next to a table to create a dataset.
Entry 5: On the Data Sources page, click Ad Hoc Query.
On the dataset creation page, select a data source from the left panel (①) and drag a table (②) to the canvas on the right to create the dataset. Alternatively, you can create a dataset by writing an ad hoc query (③). For more information, see ad hoc query.
NoteA dataset can contain up to 100 tables and ad hoc queries.
Next steps
Build a relational model by defining relationships between source tables using joins and unions. For more information, see Build a model.
After modeling the data, create calculated fields, dimension groups, and more. For more information, see Data processing.
Configure settings like Quick Engine and permission control to improve dataset performance. For more information, see advanced settings.
Manage your created datasets. For more information, see dataset management.
Combine datasets. For more information, see Dataset combination.
Combine datasets. For more information, see Dataset FAQ.