Datasets function as an intermediate stage between data sources and visualization. They receive input from data sources and output data models for visualization. Datasets are typically used by IT personnel, data engineers, or data analysts when data transformation is required. In Quick BI, datasets form the foundation for visual analysis. You can create datasets based on data tables that contain the data you want to analyze. Quick BI allows you to create datasets through the user interface or by using SQL statements.
You can edit, rename, and associate datasets created from tables in data sources or datasets created using SQL statements. You can also perform secondary data processing on these datasets.
References
According to the procedure, you can complete data modeling by following these steps: Create a dataset > Build a model > Process data > Advanced configuration > Manage datasets. The following table describes the documentation for each step.
Step | Reference | Description |
1. Create a dataset | How to create a new dataset | |
2. Build a model | Single table models, multi-table models, and how to associate or merge multiple tables | |
Write custom SQL statements to retrieve and manipulate data | ||
Scenarios and methods for using placeholders | ||
Use HINT statements to optimize query performance | ||
3. Data processing | Create calculated fields to supplement raw datasets | |
Use built-in functions to process data | ||
Scenarios for grouping dimension values | ||
Configure fields, batch configure fields, create folders, filter, sort, and more | ||
4. Advanced configuration | Basic properties, Quick engine, permission control, and query configuration | |
Detailed introduction and configuration of Quick engine | ||
5. Dataset management | Introduction to toolbar features, switching data sources, and recovering historical versions | |
Copy a dataset from one workspace to another | ||
Preview datasets | ||
Query, grant permissions to specific users, delete, rename, transfer datasets, and request dataset permissions | ||
How to manage dataset folders | ||
6. Dataset combination | Create dataset combinations | |
7. FAQ about datasets | Common issues related to dataset errors, field processing, and performance |