Work with datasets

Datasets process data from your connections and prepare them for visualization.

  1. Go to the console.

  2. Select Visualization from the list of services on the left.

  3. Select your workbook or click Create workbook to make a new one.

Create a dataset

  1. Click CreateDataset in the upper-right corner of your workbook page.

  2. In the Connections section, click + Add and select one of your connections from the list. You will see a list of tables that the Visualization service can visualize in the Tables section.

  3. Drag and drop the tables to the workspace on the right to create links between them.

  4. You can see the preview of the dataset in the Preview section below.

  5. Click Save in the upper-right corner of your dataset page.

Create a field based on source tables

Columns from the source tables are processed into dataset fields. Visualization uses these field values to build charts.

  1. On your dataset page, open the Fields tab.

  2. Click + Add field to create a new field, enter the Field name and open the Field from source tab.

  3. Select the Source table.

  4. Select one of the Source fields from this table.

  5. Specify the Field type according to its data type. Refer to the following article for the complete list of data types: Visualization: Concepts - Data types

  6. Specify the Aggregation type to be applied to a field value. You can see the list of all aggregation types here: Dataset data model - Aggregation.

  7. (Optional) Check the Don't display in wizard box if you want to hide the field by default.

  8. Click Create.

  9. Click Update fields to see the new field on the list in the wizard.

  10. Click Save in the upper-right corner of your dataset page.

Create a calculated field

In addition to the fields with values based on columns from the data source, you can create fields that use functions and operators of different types:

  1. On your dataset page, open the Fields tab.

  2. Click + Add field to create a new field and enter the Field name. Stay on the Formula tab.

  3. Select one or more existing fields from the list on the left.

  4. Use the editor to combine these fields the way you need. For example, you can perform arithmetical, logical, and compound operations.

  5. Check the Don't display in wizard box to hide the field by default.

  6. Click Create.

  7. Click Update fields to see the new field on the list.

  8. Click Save in the upper-right corner of your dataset page.

Manage fields

  1. You can select a field and modify the following parameters:

    • Name
    • Source
    • Visibility ( icon)
    • Type
    • Aggregation type
    • Description.
  2. Click the icon on the far right of the field to perform one of the following actions:

    • Duplicate a field
    • Invoke the Edit form
    • Copy the field's GUID
    • Delete a field.
  3. Click Save in the upper-right corner of your dataset page.

Create a default filter for new charts

You can apply default filters to the created charts to shorten their render time. If the number of data rows is too big for a chart, default filters allow you to restrict the number of rows to render.

  1. On your dataset page, open the Filtration tab.

  2. Click Add.

  3. Select a field to provide values for filtering.

  4. Select an Operation to perform on the values from the drop-down list.

  5. Specify the field values to filter by.

  6. Click Apply filter.

  7. Click Save in the upper-right corner of your dataset page.