Manage datasets

Datasets can be created only from the predefined Redshift data source, which is automatically created after generating a dashboard based on data in DataAccess. The Redshift data source is available only for Data Access users.

Create a new dataset

Users must have the Author role to create a dataset. You can only create a dataset from the predefined Redshift data source.

Use the following steps to create a new dataset:

1. Go to Insights > Dashboards, and click Datasets.
2. Click New dataset.
3. Select a data source From Existing Data Sources.
4. In the confirmation dialog box, click Create dataset.
5. In the Choose your table dialog, select a Schema.
   Select the schema with a name that ends with the name of the current profile.
6. Select a table, then click Edit/Preview data.
   By default, all columns of the table are displayed.
7. Edit the table as needed.
   You cannot change data in a table, add or delete records in a table, or delete columns in a table. You can make the following changes to the table:
   • Exclude or include columns.
     You may want to exclude columns that contain PII data.
   • Rename columns.
   • Change the data type for a column.
   • Apply filters.
   • Add calculated fields.
8. Click Save.
   The dataset is saved immediately. Save and Publish is not required.

Edit a dataset

Use the following steps to edit a dataset:

1. Go to Insights > Dashboards, and click Datasets.
2. Click on a dataset, then click EDIT DATASET.
   Add and remove fields as needed.
3. Click SAVE & PUBLISH.
   To save the dataset and create a new analysis, click PUBLISH & VISUALIZE.

Delete a dataset

Users must have the Author role to delete a dataset. You can only delete datasets based on the Redshift data source.

Use the following steps to delete a dataset:

1. Go to Insights > Dashboards, and click Datasets.
2. Click the menu for a dataset, and select Delete.

Update the dataset structure for a dashboard

When a dataset structure has been updated, the dataset will also need to be updated. A message will be displayed on the dashboard indicating that the dataset structure is obsolete and needs to be updated.

To update the dataset, use the following steps:

1. In the message, click Update.
   You can also go to the Datasets screen and click Update.
2. In the confirmation message, click Submit.
   When the dataset update is completed, a success message is displayed.

Refresh a dataset

When a dataset has reached its maximum capacity, a message will be displayed on the dashboard indicating that the dataset has reached its capacity limit and needs to be refreshed.

To refresh the data in a dataset, use the following steps:

1. In the message, click Run Refresh.
   You can also go to the Datasets screen and click Run Refresh.
2. In the confirmation message, click Submit.
   The dataset refresh is executed in the background. When the refresh is completed, the dataset will contain only the latest 800 million rows.