Working with Data

Creating a dataset

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
Creating datasets from a query
Creating datasets in the Connection Explorer

Creating datasets in the Data interface🔗

On the main navigation bar, click DATA.
The Data view appears, open on the Datasets tab.
Click NEW DATASET near the top of the screen.
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. Leave 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.
Click CREATE.
You can now see the new dataset under the Datasets tab.

note
To find the dataset in the future, you can scroll through the list of datasets on the connection, or use Search at the top of the page.

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.

On the main navigation bar, click DATA.
The Data view appears, open on the Datasets tab.
Click NEW DATASET near the top of the screen.
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.
Click CREATE.
You can now see the new dataset under the Datasets tab.
tip
To find the dataset in the future, you can scroll through the list of datasets on the connection, or use Search at the top of the page.

Creating datasets in the Connection Explorer🔗

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

On the main navigation bar, click DATA.
The Data view appears, open on the Datasets tab.
Click New Dataset on the same line as the primary table.
In the New Dataset modal window, specify the Dataset title.
Click CREATE.
You can now see the new dataset under the Datasets tab.
tip
To find the dataset in the future, you can scroll through the list of datasets on the connection, or use Search at the top of the page.

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