The Direct Dataset stores a preset query and queries the datasource directly when it is executed to provide real-time updated data for reports. 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.
Note: The direct dataset type is only supported in reports.
Union operation between tables combines data as:
Join operation between tables combines data as:
To create a direct dataset in Wyn Enterprise - Resource Portal, follow these steps.
On the Resource Portal, navigate to Create (+) > Prepare Data of the Report section.
To create a direct dataset for the report, click the Create button as shown.
In the Dataset Designer (Direct 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
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.
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.