A dataset fetches data from the data source to display in a report. While creating a dataset, you need to establish a relationship between the data in two tables that determines how the data appears in the result set.
Union operation between tables combines data as:
Join operation between tables combines data as:
To create a dataset in Wyn Enterprise - Resource Portal, follow these steps.
Let us add another table (Sheet2). While you are dropping the second table, define set the relationship to either Union or Join.
In our case, let the relation be Join.
You see a join condition is already defined. You can modify the condition as required. Note that the condition field type should be correct.
Let us keep the default join condition, which is Inner Join: CSAT of sheet 1 matches CSAT of Sheet2.
Fill-in the details to add a dataset parameter. The added parameters can be multivalue. You can choose the following as Parameter types:
Go back to the Filters tab and set the added parameters in the Value fields as shown below.
Enter the parameter values in the Set Preview Parameter dialog. For example, enter 'Female' for GenderParameter and '45' for AgeParameter, and then click OK.
Click Preview to view the dataset.
Use this tab to add an option to configure the incremental update setting for a dataset. Click the Add button to add a field as an incremental update setting.
Note that the Options tab is available in the dataset designer for dashboards only.
Select the Table Name and Field which need to use the incremental update setting. Note that an incremental update occurs only on a single database.
Click Preview to fetch for any incremental data rows in the dataset.
Finally, click Save, enter the name of the dataset, specify the category and enter a comment, and click Save to save the dataset.
You can view the added dataset in the Categories tab of the Resource Portal.