Create a Dataset View

Datasets are designed to serve as pool of data and as data sources for new elements, such as Metrics and Reports.

Additionally, you can seed out specific data by creating Dataset Views.

This article answers the following questions:

PREREQUISITES:

1. Access New > View

Access New > View

On the New Dataset View:

  1. Dataset: select a dataset that should serve as a Data Source for new View
  2. Name: should be unique and descriptive
  3. Visibility: define whether you create this View for your own use or if it can be available for other users with permission to access the Dataset. Views may have 2 visibility modes:
    • 'Public': this option is available to Admin Users, and to Power Users who have the privilege of 'Create Public View'. To access a Public View, Power and Regular Users must also have been granted permission to access the corresponding Dataset . NOTE: Metrics and Reports can be created only from Public Views.
    • 'Private': only the View creator and Admins are going to have access to this View. Elements cannot be created from Private Views.

Click New Dataset View to proceed with defining criteria for this new View in the Dataset Viewer.

2. Choose fields for this View

  1. Select text, date and numeric fields that should be included into your View
  2. Choose aggregation method for numeric fields (Sum, Avg, Min, Max, Count)
  3. You may define additional simple or compound conditions for filtering the total dataset.
  4. Click Apply Changes to limit the results set to the selected fields

3. Review a new View with its results set

  1. Results are displayed below the Select Field box
  2. Save this View

4. Alternatively, Views can be created right from the Dataset Viewer

  1. Open any View (select 'All data' for full range of fields)
  2. Complete Steps 2 and 3 as above
  3. At the top of the page click Save as View and the pop-up will allow you to create a new View as shown in Step 1

5. Defining Filters (Conditions)

Dataset Views allow seeding out the required information using conditional filtering. You may mix several simple or compound [ AND / OR ] filters to focus on a highly specific data slice. Th results set will bee displayed right on the same page.

Let's review the use cases given below.

5.1. Simple Filter criteria

Use Case: Show any product sales of more than $20,000 in Australia via corporate sales channel. Note that all of the filters are AND filters, since we want to find data matching all of these criteria.

  1. Select the following columns from the dataset for the view: Product Name, Channel, Country, Sales, Units, Sales Per Unit.
  2. Define filters: click [+ Rule] and define criteria for each new rule.
  3. Note that all of the filters are AND filters, since we need to find data matching ALL of these criteria.
  4. Apply Changes to update the Results

You may create a separate View out of this data slice by clicking Save as View at the top of the page.

5.2. Compound Filter criteria

Use Case: Include any product sales for more than $20,000 in Canada for any channel OR for more than $10,000 in Australia for any channel.

  1. Select the following columns from the dataset for the view: Product Name, Channel, Country, Sales, Units, Sales Per Unit.
  2. Define filters: Our use case consists of 2 groups of conditions: click [+ Group] and define criteria for the first and second group:
    • [Group 1]: country = Canada AND sales > 20,000
    • [Group 2]: country = Australia AND sales > 10,000
  3. Choose OR filter to define relations between the Groups
  4. Apply Changes to update the Results set

You may create a separate View out of this data slice by clicking Save as View at the top of the page.

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