The Cached Dataset executes a preset query and caches the data in the server to provide high performance data analysis and interactivity. 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:
Follow the below steps to create a cached dataset for a dashboard. These steps are also applicable in case of a cached dataset for a report.
On the Resource Portal, navigate to Create (+) > Prepare Data of the Dashboard section.
To create a cached dataset for the dashboard, click the Create button as shown.
In the Dataset Designer (Cached Dataset) window, select the data source, say InsuranceDataSource** 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
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.
Edit Fields
Note: Data category is used to give visualization hints related to the attribute type when generating a smart scenario through the Visualization Wizard. Different data types have different possible values. For example, the string data type supports these values: Geography (Region), Image URL, or Image Binary. The numeric data type supports these values: Currency, Geography (Latitude), or Geography (Longitude).
Add Filters
Add Parameters
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.
Add Options
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.
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.
Note: To add custom table in the cached dataset, you can refer the Add Custom Table topic.