Common concepts and workflow for data modeling - Quick BI

A dataset connects a data source to visualizations. It ingests data from the source to create a data model for visual analysis. IT personnel, data engineers, and data analysts typically use datasets for data processing. In Quick BI, datasets are the foundation of visual analysis. You can create a dataset from data tables using either visual configuration or custom SQL.

You can manage datasets created from data source tables or custom SQL. Management tasks include associating datasets, further data processing, editing, and renaming.

Dataset features overview

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References

To complete data modeling, follow these steps: Create a dataset > Build a model > Process data > Advanced configuration > Manage datasets. The table below documents each step.

Step	Documentation	Description
1. Create a dataset	Create a dataset	Explains how to create a dataset.
2. Build a model	Relational model	Explains how to use the relational model for data modeling. This topic covers its workflow, benefits, and best practices.
	Physical model	Explains how to use single- and multi-table models, join or merge tables, and write custom SQL to retrieve and manipulate data.
	Other modeling capabilities	Covers use cases for placeholders and explains how to optimize query performance with HINT statements.
3. Data processing	Toolbar capabilities	Explains how to create calculated fields, group dimensions, and more.
	Field configuration and filtering	Explains how to configure fields, configure fields in batches, create new folders, and more.
	Built-in system functions	Explains how to process data using built-in system functions.
4. Advanced configuration	Advanced configuration overview	Explains basic properties, Quick Engine, permission control, and Intelligent Query configuration.
4. Advanced configuration	Quick Engine	Provides a detailed introduction to Quick Engine and explains its configuration.
5. Dataset management	Application toolbars	Explains toolbar features and how to switch data sources and restore historical versions.
	Replicate a dataset across workspaces	Explains how to replicate a dataset across workspaces.
	Dataset preview page	Explains how to preview a dataset.
	Manage datasets	Explains how to query datasets, grant user permissions, delete, rename, transfer ownership, and request permissions.
	Manage dataset folders	Explains how to manage dataset folders.
6. Dataset combination	Dataset combination	Explains how to create dataset combinations.
7. Dataset FAQ	Dataset FAQ	Covers common issues with dataset errors, field processing, and performance.