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Manage Datasets Dialog Box

You can use the Manage Datasets dialog box to manage datasets in a report. This topic describes the options in the dialog box.

Designer displays the Manage Datasets dialog box when you navigate to Report > Manage Datasets.

Manage Datasets dialog box

Designer displays these options:

Dataset List

This box lists all the datasets you have created for the report.

  • Name
    This column shows the names of the datasets. You can select in the text box to edit the name.
  • Data Source
    This column shows the catalog data sources in which you have created the datasets.
  • Query/Business View
    This column shows the data resources based on which you have created the datasets.

New

Select to open the New Dataset dialog box to add a new dataset in the report. Designer disables this button when you use the dialog box for managing datasets in a library component.

Remove

Select to remove the specified dataset from the report. You cannot remove a dataset that is being used by any data component.

Optimize Dataset

Select to optimizes the specified dataset. Designer disables this button when you use the dialog box for managing datasets in a library component.

Data tab

You can specify the data fields to include in the selected dataset in this tab.

  • Available Resources
    This box lists the resources you can use for the dataset.
    • For a dataset based on a query resource, the available resources include all DBFields in the query resource, and the parameters and valid formulas of these DBFields in the same catalog data source as the query resource.
    • For a dataset based on a business view, the available resources include all view elements of the business view and the dynamic resources you have created for the business view in the report.
  • Dataset Resources
    This box lists the data fields you add to the dataset.
  • Add button Add button
    Select to add the specified data fields in the Available Resources box to include in the dataset.
  • Remove button Remove button
    Select to remove the specified data fields from the dataset. You can only remove the fields that are not used by any data component that uses the dataset, either directly or indirectly.
  • Remove All button Remove All button
    Select to remove all data fields from the dataset. When you select this button, Designer only removes the unused data fields actually. When you open the dialog box the next time, you can find that the data fields which are used by data components created on the dataset still display in the Dataset Resources box.
  • Move Up button Move Up button
    Select to move the specified data field higher in the display order.
  • Move Down button Move Down button
    Select to move the specified data field lower in the display order.

Filter tab

You can specify conditions to filter the selected dataset in this tab.

Designer displays different options in the Filter tab according to the type of the data resource on which the dataset is based: query resource or business view. See Dataset Filter Dialog Box for more information about the options.

OK

Select to apply your settings and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Apply

Select to apply all changes and leave the dialog box open.

Help

Select to view information about the dialog box.

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