Wyn Enterprise User Guide

Wyn Enterprise: Create Dataset

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:

Union Operation Description
Union Removes any duplicate rows.
Union All Retains the duplicate rows.

Join operation between tables combines data as:

Join Operation Description
Inner Join Matches rows from Table1 with rows in Table2, and allows the user to retrieve records that show a relationship in both the tables. Inner join produces a set of data that matches both Table1 and Table2.
Left Join Allows users to select rows that match from both the left and right tables, plus all the rows from the left table (table 1). This means only those rows from table2 that intersect with table1, appear in the result set.
Right Join Allows users to select rows that match from both the left and right tables, plus all the rows from the right table (table 2). This means that only those rows from table 1 that intersect with table 2, appear in the result set.
Full Join Allows users to select rows that match from both the tables along with the rows that do not match any row in the other table.

Create Dataset

To create a dataset in Wyn Enterprise - Resource Portal, follow these steps.

  1. On the Resource Portal, navigate to Create (+) > Create Dataset.
  2. From the dialog, select the dataset type based on the dataset you want to create for the report or dashboard. On selecting For Report or For Dashboard, the corresponding Dataset Designer opens.
  3. Select the data source, say AutoInsuranceData from the available data sources, and click OK. You see the tree view of the selected data source and the data tables and fields contained in the data source.

Define Relationship

  1. Drop a Table (Sheet1) on Relationships. You can view the data in the added table by selecting Preview. You can add single or multiple tables from the data source.
  2. 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.

  3. Let us keep the default join condition, which is Inner Join: CSAT of sheet 1 matches CSAT of Sheet2.

  4. Preview the final data set by selecting Preview.
    Preview the dataset

Edit Fields

  1. Go to the Fields tab. Here, you can modify the field format, include or exclude a field from the final dataset, set aliases, or add descriptions for the fields. Also, you can add SQL Expression, Calculated, or Category fields.
  2. Click Preview.
    Preview Dataset Fields

Add Filters

  1. In the Filters tab, you can add data filtering conditions to the source data table or to the final dataset depending on your requirements. Fill-in the filter details in the lower section of the Filters tab as shown below. Note that the Value field is disabled since we have not yet added the Parameters. Let us add the parameters that will be later specified in the Value field.
    Fill Filter Details in the Filters Tab

Add Parameters

  1. Fill-in the details to add a dataset parameter. The added parameters can be multivalue. You can choose the following as Parameter types:

    • User Input - select the data type and specify its default value. Note that this parameter is only available for reports.
    • User Context - choose from the user context (claims) in the Value field and select the data type. This parameter is applicable to the specified tenant.
    • Organization Context - choose from the organization schema added by admin, in the Value field, and select the data type. This parameter is applicable to the specified group of users.
    • Constant - select the data type and specify its default value.
  2. Go back to the Filters tab and set the added parameters in the Value fields as shown below.

    Set Parameters

  3. Enter the parameter values in the Set Preview Parameter dialog. For example, enter 'Female' for GenderParameter and '45' for AgeParameter, and then click OK.

    Set Preview Parameter Dialog

  4. Click Preview to view the dataset.

    Set Preview Parameter Dialog

Add Options

  1. 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.

  2. 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.

  3. Click Preview to fetch for any incremental data rows in the dataset.

    Incremental Update setting

  4. 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.