DATASETS

Introduction to Datasets

In order to feed data to a Report Visual you must create Datasets. Each Dataset represents the result from executing a SQL query or SQL Stored Procedure connected to a data source. The columns in the result are usable as column headers in tables and/or as chart axes, whereas the resulting rows are the data for analysis. 

  • Datasets are required to create a report visual. 
  • A Dataset is fed from a SQL Query or SQL Stored Procedure
  • A single Dataset can be used for one or more report visuals.
  • SQL Query or SQL Stored Procedure should not have spaces in column names (you can add spaces to report names in order to enhance the user experience by going to the RockDaisy design panel of any item)

The Dataset’s query/stored procedure should be designed to only return the data needed to populate the report visual.

For example, to show Sales by Year in a Bar Chart tell your query to return one row for each year. It’s the query designer’s responsibility to aggregate the data within the query, as follows: 

YEAR TOTAL_SALES
2018 5,000
2019 100,000
2020 8,000,000

Adding a Dataset

Step 1: go to [+Add] -> ‘Dataset’

Step 2: Assign your Dataset Name

Assigning the Dataset definition for a Report Visual

Step 1: Click [+Add] -> Report Visual button

Step 2: Choose your existing Dataset

Changing the Dataset definition

Step 1: Go to your SQL server and update the according stored procedure tied to the dataset (recommended). 

Step 2: Within the RockDaisy window (in your browser) click Ctrl F5 or click the refresh button.

OR

Step 1: Go to the Properties tab of an existing Report Visual and click the [EDIT] button next to the dataset dropdown.

THEN

Go to the Design/Preview tab and manually remove the column (CustomerId in this example) as depicted below: