Create a Dataset View

Datasets are designed to serve as a pool of data and as Data Sources for new Elements, such as Metrics and Reports. A set of filters applied to the Dataset can be stored as a Dataset View. This articles describes how to create a Dataset View.

PREREQUISITES:

1. Create a New Dataset View

1.1. From the Views List

Access Content > Datasets > open Views tab

  1. [+New View] to open New Dataset View pop-up window.
  2. Dataset: Select a Dataset from the drop-down menu.
  3. Name: Give the View a descriptive name.
  4. 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.
    • Shared: Can be created by Admins and Power Users with the appropriate Privileges and Permissions (see Understanding Power Users) and accessed by anyone who can view the Dataset.
      • Metrics and Reports can be created only from Public Views.
    • Private:  Can only be accessed by Admins or the user who created the View.
  5. [New Dataset View] to proceed to Viewer.

1.2. From the Dataset Viewer

Access Content > Datasets > click the Dataset Active name link

Click [View] to open the Dataset Viewer. After setting the filters you can just click [Save As] in the right upper corner of the window.

2. Choose Fields for the 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. Define additional Rules.
  4. [Apply Changes] to limit the results set to the selected fields.
  5. [Save As] to see resulting table below.