Quick BI:Manage Datasets

Prerequisites

You have entered the dataset edit page. For more information, see Create a dataset.

Search for a dataset

On the Datasets page, you can search for datasets in three ways:

• Search for datasets that you created.

• Search for a dataset by name.

• Search for a dataset by creation time and creator of the dataset.

Apply for the permissions to edit a dataset

Workspace members with development permissions can view and use all datasets but can only edit datasets they created. To edit a dataset created by another user, you must apply for editing permissions.

1. On the Datasets page, follow the instructions in the figure to request permissions to edit the dataset.

2. On the Request Permission page, select an approver under Select approver, enter a Reason for Request, and click Submit.

Apply for the permissions to use a dataset

Workspace members with analysis permissions can view all datasets but must apply for permissions before using a dataset.

If a workspace member does not have access to a dataset, the dataset name appears gray. The following figure shows an example.

1. On the Datasets page, find the dataset you want to use and choose an analysis method. You can select dashboard, data screen, workbook, ad hoc query, self-service data retrieval, or data preparation.

2. In the Request Permission dialog box, Select approver and enter a Reason for Request, and then click Submit.

   Note

   Once your request is approved, you can use the dataset for any type of analysis without requesting permission again.

   

Collaborative authorization

Organization administrators, permission administrators, workspace administrators, and resource owners can grant permissions to users.

1. On the Datasets page, follow the instructions in the figure to configure collaborative authorization. For more information, see Grant permissions on a dataset.

Copy a dataset

You can copy a dataset using the Save As option.

1. On the Datasets page, click the dataset you want to copy.

2. On the dataset editing page, click the icon and select Save As.

   

3. In the Save Dataset As dialog box, enter a name for the dataset, specify a location, and click OK.

Rename and transfer a dataset

You can edit dataset properties to rename or transfer ownership of the dataset.

1. On the Datasets page, follow the instructions in the figure to transfer or rename a dataset.

   

2. On the Properties page, perform the following operations on the dataset.

   Parameter	Description
   Name	Enter a new name for the dataset. Note A dataset name must be unique within the same folder. Datasets in different folders can have the same name.
   Owner	Select the user to whom you want to transfer the dataset.
   Description	Enter a description for the dataset.
   Enable Full Table Scan	When enabled, the system scans the entire table. Note Only datasets that are created based on MaxCompute data sources support this feature.

3. Click OK.

Delete a dataset

On the Datasets page, follow the instructions in the figure to delete a dataset.

If a dataset is used in other resources, such as a dashboard, self-service data retrieval, workbook, data screen, or ad hoc query, a data entry form, or an exploratory analysis, a confirmation dialog appears when you try to delete it.

Manage multiple datasets at a time

Bulk operations include transferring ownership, moving resources, clearing the cache, and deleting datasets.

• You can follow the instructions in the figure to transfer ownership of multiple datasets at once.

• You can follow the instructions in the figure to move multiple resources at once.

  

• You can follow the instructions in the figure to clear the cache for multiple datasets at once.

  After you click OK, a "Cache cleared successfully" message appears.

• You can follow the instructions in the figure to delete multiple datasets at once.

  If any of the selected datasets are used to create a dashboard, self-service data retrieval, workbook, data screen, or ad hoc query, or a data entry form, a confirmation dialog box appears. This dialog lists the published resources that will be affected by the deletion. In the Delete Resources list, you can switch between different datasets to view their affected resources, including names, owners, last modified by, and modification times. You can also click a resource name to open its edit page for more details.

Modify a dataset

You can modify a dataset by adjusting its configuration, changing the data table structure, or updating the data. Save the dataset after making any changes.

1. Edit a dataset

   On the Datasets page, find the dataset you want to modify and click its name, or click the Edit button to open the dataset editing page.

   

2. Unlock a dataset

   Only one user can edit a dataset at a time. If a dataset is currently being edited, other users must click the Unlock button to gain editing access before they can make changes.

   

   Note

   • After you unlock a dataset, the editing page for the previous user is automatically locked. If that user needs to edit again, they must click the Unlock button to gain editing access.

   • You cannot save a dataset that is locked by another user. You must click the Unlock button to gain editing access before you can save your modifications.

3. Modify dataset fields

   If the structure of a source database table changes (for example, when fields are added or removed), you must update the dataset fields accordingly. On the dataset editing page, click Field Selection to view the current fields in the dataset.

   

   Note

   1. In some cases, a field may appear grayed out and cannot be deselected. This is because the field has dependencies that must be resolved before it can be removed.

      • The field is used in a calculated field.

      • The field is used to configure row-level and column-level permissions for the dataset.

   2. If the dataset was generated from custom SQL, you must add or remove fields by editing the SQL statement.

   3. When you remove a field from a dataset, you must also update any reports that use it. This ensures that the reports use the latest field information.

4. Clear invalid fields

   To remove fields deleted from the source database table, click Clear Invalid Fields in the Field Selection panel.