Creating datasets

CDP Data Visualization allows you to create datasets based on your data.

There are three options for creating datasets:

Creating datasets in the Data interface

  1. On the main navigation bar, click Data.
    Click DATA on main nav

    The Data view appears, open on the Datasets tab.

  2. Click New Dataset near the top of the screen.
    starting a generic dataset
  3. In the New Dataset modal window, specify the following values:
    1. Dataset title

      Specify here the name of the new dataset.

    2. Dataset Source

      In the menu, you can choose either the From Tables (default) or From SQL option. CLeave the selection as From Tables.

    3. Select Database

      Scroll the list of connected databases to select the correct database.

    4. Select Table

      Scroll the list of tables to select the correct table.

    new dataset modal window with extended interface
  4. Click Create.

    You can now see the new dataset under the Datasets tab.

    New dataset done

Creating datasets from a query

Data Visualization lets you specify a dataset from a SQL Query. This feature makes it easy to restrict access to specific table columns or rows for all users, either for security or for relevancy reasons. It also enables you to specify complex joins and analytic functions at the dataset level.

  1. On the main navigation bar, click Data.
    Click DATA on main nav

    The Data view appears, open on the Datasets tab.

  2. Click New Dataset near the top of the screen.
    starting a generic dataset
  3. In the New Dataset modal window, specify the following values:
    1. Dataset title

      Specify here the name of the new dataset.

    2. Dataset Source

      In the menu, you can choose either the From Tables (default) or From SQL option. Choose From SQL.

    3. Enter SQL

      Enter the SQL query; its results from the dataset.

    Naming the New Dataset, and Specifying the Database (Connection) and Table
  4. Click Create.

    You can now see the new dataset under the Datasets tab.

    Confirming the New Dataset Based on SQL Query

Creating datasets in the Connection Explorer

The following steps demonstrate how to create a new dataset directly on a table in the Connection Explorer.

  1. On the main navigation bar, click Data.
    Click DATA on main nav

    The Data view appears, open on the Datasets tab.

  2. Click New Dataset on the same line as the primary table.
    Starting new dataset on a specific table
  3. In the New Dataset modal window, specify the Dataset title.
    new dataset modal window with extended interface
  4. Click Create.

    You can now see the new dataset under the Datasets tab.

    New dataset done