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Page Dataset List

Application database > Analytical Workspaces tile > workspace tile > List of Datasets

Application database > Navbar > Analytic Information hub > workspace tile > List of Datasets

Purpose of the page

This window allows you to create and manage datasets. In particular, as it allows you to select several datasets (multi-selection), it allows you to make centralised edits.

Page sections

Element Description
List of datasets - View a list of existing datasets. - Shows the dataset status (active/inactive) and its properties on every row (see Attributes). - Allows you to select several datasets to make changes using multi-selection. - Allows you to change the order of the data (ascending/descending). - It is possible to change the status of the dataset from online to offline and vice versa
Attributes Allows you to manage the properties of the selected dataset.

Attributes

Element Description
Cod. Dataset code. By default, the system uses a 6-character alphanumeric code. Cannot be edited once created. The code is unique among the physical and virtual Datasets belonging to the same Workspace.
Description Description of the dataset in all enabled system languages. Note: field not editable if several datasets are selected.
Sort rows (Only on partitions accessible from the reporting engine and if the sorting fields match those of the Line-by-Line report) Allows you to specify a sorted list of dataset fields to be used as record sorting criteria. Note: the order of rows containing fields with particular values (e.g. empty) may vary based on the characteristics of the database and the dataset field display properties. Note: when the sorting is by field with dates, it is calculated on the date including hours, minutes and seconds.
Dataset index Allows you to select a sorted list of dataset fields to create indexing criteria for dimensions of filters used in forms, in order to optimise the volume of data read by the dataset. Note: when a form accesses the dataset while significantly filtering its data with parameters, the dataset indexing may improve performance when loading from the database. Calculation types are indexed independently by the system to optimise their performance.
Data Entry and Reporting properties
User data only When selected, every authorised user can only access their own records via the reporting engine (whether in navigation or data entry mode). The system identifies the relevance of the records using the Userupd (current user code) field which is automatically defined in the dataset by the system when the user creates or edits a record.
Disable user right (read-only) check When selected, it disables the read-only checks on dimensions when the form is opened and saved.
Disable process consistency checks When selected, it disables the consistency with process checks when the form is opened and saved. Data is not consistent with the process when, in relation to a process dimension, it refers to an element that does not belong to the process. Note: when consistency checks are disabled, submission checks are also automatically disabled.
Disable submission checks When selected, this disables submission checks when the form is opened and saved. Note: submission checks are automatically disabled when consistency checks are disabled.
Disable scenario/period locking checks When selected, this disables scenario/period locking checks when the form is opened and saved.
Data update methods This allows you to choose how data is saved after being changed: - Create new record (default) - Updates the existing record
Partitioning policy Defines the policy for creating the physical tables (partitions) on which the dataset data will be saved. - By business cycle (default): if the process in use is a submission by scenario/period process, one partition is created for every scenario/period pair. If the process is a single submission process, one partition is created for all scenarios/periods in the process, but they are different for each process. - By business cycle & : applies the policy by business cycle and creates a specific partition for every entity. - None: all dataset data are saved in a single partition.
Partitions (Only if the dataset is already partitioned) Opens a window showing a list of the dataset's partitions. The buttons next to every partition open the Partition details window.
Reporting View The section is only available on cloud environments (see Reporting View)
DTP properties
Reference dataset Selects the reference dataset. - Dataset - Reference dataset - Reference dataset - Deploy - Reference dataset - Advanced settings - Reference dataset - Existence Once the Dataset has been created, its type cannot be changed. For more details on dataset types, see Reference dataset.

Buttons in the window

Element Description
Adds a dataset.
Deletes the dataset. Datasets can only be deleted when their status is status offline. The system checks whether the Dataset is being used by a Virtual Dataset or a DTP. Therefore, these links must be removed manually before the dataset is deleted. IMPORTANT: once a dataset has been deleted, it will no longer be possible to recover any of its data or settings. Any forms with references to the workspace will be invalid and must be edited manually.
Table fields definition: opens a page to define the fields of the table (see Dataset definition page). Type: opens a page to define the types (see Type definition page). Set on-line/off-line: brings the selected dataset online or moves it offline