Adding Datasets

If a report query has been created for the DataBlock, the dataset ArgosData(main) is loaded by default into the Datasets area. You may also see objects such as dropdown lists and multi-column list boxes if the dashboard contains these objects.

The Datasets area showing ArgosData (main), DropDown1, DropDown2, and MultiColumn1

To add a dataset, click the plus button in the Datasets toolbar. You can also add a dataset by right clicking anywhere within the Datasets area. The SQL Editor shown below will then be displayed where you can create a dataset.

This image shows the Edit Dataset dialog box that is used to add Datasets. This dialog contains fields for entering the Dataset Name, specifying the Master Dataset, and for entering SQL. Operators such as equals, less than, greater than, among others, are displayed which can be used to create expressions.

Use of the SQL Editor and Visual Designer are explained on the following pages within the DataBlock section:

You must consult with your DataBlock Designer to create the datasets since DataBlock Designers have authorization to create them.

After creating a dataset using the Visual Designer and SQL Editor, the datasets will be added as shown below. Click the plus sign next to the dataset name to display the fields in each dataset.

This image shows the Datasets pane which lists the added Datasets and associated fields.

Editable and non-Editable Datasets

The following icons are used to distinguish between editable and non-editable datasets. A non-editable dataset exists in the DataBlock as a report query; an editable dataset is created within the Extract Report Viewer.

Icon	Meaning
	Dataset cannot be edited (Exists as a Report Query in the DataBlock).
	Dataset can be edited (created in the Extract Report Editor)

Group Datasets

When the Group Datasets option is selected, child datasets are indented relative to their master dataset. In the figure below, the PO dataset is a child of its master ArgosData dataset.

This image shows how the list of Datasets appears when the grouping option is selected. Child Datasets are indented relative to their parent Dataset.

Sub-Detail Sections

When creating the Dataset to be used in a Sub-Detail section, you must link the table used in the Sub-Detail section to the appropriate table in its parent Detail Section (using a field that is common to both tables). This means that when creating the Dataset, you must use the WHERE clause in the SQL Editor to link the two tables.

Need More Help?

If you need additional help creating Extract Reports, refer to the Getting Started with Extract Reports page.