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Manage Datasets Dialog Box

You can use the Manage Datasets dialog box to manage the datasets that you have created for the current library component or query-based page report. This topic describes the options in the dialog box.

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

You see the following options in the dialog box:

Dataset List

This box lists all the datasets that 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

Designer enables this button only when you are managing the datasets in a query-based page report. You can select it to open the New Dataset dialog box to add a new dataset to the report.

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

Designer enables this button only when you are managing the datasets in a query-based page report. You can select it to optimizes the selected dataset.

Data tab

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

• Available Resources
  This box lists all the data fields that you can add to the dataset.

  For a dataset based on a query resource, you can add from all the 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, you can add from all the view elements of the business view, and the dynamic resources that you have created for the business view in the report.

• Dataset Resources
  This box lists the data fields that you add to the dataset.
• Add button
  Select to add the specified fields to the dataset.
• Remove button
  Select to remove the specified fields from the dataset. You can only remove the fields which are not used by any data component that uses the dataset, either directly or indirectly.
• Remove All button
  Select to remove all the 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
  Select to move the specified data field higher in the display order.
• Move Down button
  Select to move the specified data field lower in the display order.

Filter tab

You can set filter conditions for the selected dataset in this tab.

Designer displays different options in the Filter tab according to the type of the data resource, on which you have created the selected dataset.

If the dataset is based on a query resource, you see the same options in the tab as those in the Dataset Filter dialog box.

If the dataset is based on a business view, you see the following options in the tab:

• Filter
  This drop-down list contains all the predefined filters of the business view on which the dataset is created. Select one from the drop-down list to apply, or select User Defined and define a new filter according to your requirements.
• The rest options in the tab are the same as those in the Condition panel of the Predefined Filter dialog box.

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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