The Cached Dataset executes a preset query and caches the data in the server to provide high-performance data analysis and interactivity. While creating a dataset, you need to establish a relationship between the data in two tables that determines how the data appears in the result set.

Union operation between tables combines data as:

Join operation between tables combines data as:

Create Cached Dataset

Follow the below steps to create a cached dataset for a dashboard. These steps are also applicable in case of a cached dataset for a report.

1. On the Resource Portal, navigate to Create (+) > Prepare Data of the Dashboard section.

   
   

2. To create a cached dataset for the dashboard, click the Create button as shown.

   
   

   Dataset Designer (Cached Dataset) window is displayed.

   
   

   3. In the Dataset Designer (Cached Dataset) window, you can select the data sources or datasets. The list displays both the datasets and data sources. You can click the filter icon to display either datasets or data sources or both.

   
   

   
   

   You can click the sort icon to sort the datasets, or data sources, or both by Created Date, Updated Date, or Dataset/Data Source Name. You can sort in the ascending or descending order.

   
   

   
   

   The data sources and datasets can be distinguished by the symbols as well. Symbol represent datasets and symbol represents data sources.

Select a Data Source

Here we have selected a data source InsuranceDataSource from the available data sources and clicked OK. You can see the tree view of the selected data source and the data tables and fields contained in the data source. The tree view includes the materialized view also.

Note: You can view and select materialized views when using a PostgreSQL data provider.

Define Relationship

1. Drop a Table (Sheet1) on Relationships. You can view the data in the added table by selecting Preview. You can add single or multiple tables from the data source.

2. Let us add another table (Sheet2). While you are dropping the second table, set the relationship to either Union or Join. In this case, let the relation be Join. You can see a join condition is already defined. You can modify the condition as required. Note that the condition field type should be correct.

3. Let us keep the default join condition, which is Inner Join: CSAT of sheet1 matches the CSAT of Sheet 2.

4. Preview the final data set by selecting Preview.

   
   

Edit Fields

5. Go to the Fields tab. Here, you can modify the field format, include or exclude a field from the final dataset, set data categories and aliases, or add descriptions for the fields. Also, you can add SQL Expression, Calculated, or Category fields. You can also generate the Alias based on data source mapping or database description by clicking this button . It is supported for: SQL server, Oracle, Mysql, TiDB, and Doris databases.

   Note: The data category is used to give visualization hints related to the attribute type when generating a smart scenario through the Visualization Wizard. Different data types have different possible values. For example, the string data type supports these values: Geography (Country, State/Province, City, District), Image URL, or Image Binary. The numeric data type supports these values: Currency, Geography (Latitude, Longitude).

6. Click Preview.  

      
   

Add Filters

7. In the Filters tab, you can add data filtering conditions to the source data table or the final dataset depending on your requirements. Fill in the filter details in the lower section of the Filters tab as shown below. Note that the Value field is disabled since we have not yet added the Parameters. Let us add the parameters that will be later specified in the Value field.     

   
   

Add Parameters

9. Fill in the details to add a dataset parameter. The added parameters can be multivalue. You can choose the following as Parameter types:

   • User Context - choose from the user context (claims) in the Value field and select the data type. This parameter applies to the specified tenant.

   • Organization Context - choose from the organization schema added by admin, in the Value field, and select the data type. This parameter applies to the specified group of users.

   • Constant - select the data type and specify its default value.

10. Go back to the Filters tab and set the added parameters in the Value fields as shown below.            
    

11. Enter the parameter values in the Set Preview Parameter dialog. For example, enter 'Female' for GenderParameter and '45' for AgeParameter, and then click OK.

    
    

12. Click Preview to view the dataset.

    
    

Add Views

To hide or redact various data fields from the users based on their roles and organization context you can use the Views feature.

13. Navigate to the Views tab and set the Enable Views flag on the top-right corner of the Views tab to True. This will enable the Add View button to add views. By default, the Enable Views flag is set as False.

    
    

14. Now, click the + Add View button. To add multiple views, simply click the + Add View button to add a new view with each click.

    
    

15. You can set the priority of a view using the Move Up and Move Down buttons next to the view name under the View Name section. You can also duplicate a view using the Duplicate button and remove the view using the Remove button. To rename the view, click the view name and edit. Note that the maximum length of the view name can be 30 characters.

    
    

16. Now, set the conditions under the Conditions pane. Select the And or Or condition and click the + Add Role button Wyn Enterprise provides three possible ways to set the condition filter as described below,

    1. User Context: Select the User Context option from the first dropdown, and select a user-context field (email, family name, given name, mobile phone, etc.) from the second dropdown, then, select a condition operator (=, !=, In, or Not In) from the third dropdown, and enter the user context value in the input box. The user context input box can contain multiple values.

       
       

       
       

    2. Organization Context: Select the Organization Context option from the first dropdown, select the Name or Path option from the second dropdown, then, select a condition operator (=, !=, In, or Not In) from the third dropdown, and enter the name or path in the input box. The organization context input box can contain multiple values.

       
       

       
       

    3. Role: Select the Role option from the first dropdown, select the Contains or Not Contains option from the second dropdown, and select the roles from the third dropdown. You can choose more than one role from the dropdown.

       
       

       
       

17. You can now set the status of the fields as per your requirements using the Status dropdown under the Fields pane. The following three options are available in the Status dropdown,

    1. Visible: To show the field, select this option.

    2. Hidden: To hide the field, select this option.

    3. Redacted: To set a specified value for the field, select this option and a value in the corresponding Redacted Value column.

       
       

Add Options

1. Use this tab to add an option to configure the incremental update setting for a dataset. Click the Add button to add a field as an incremental update setting.

2. Select the Table Name and Field that need to use the incremental update setting. Note that an incremental update occurs only on a single database.

3. Click Preview to fetch any incremental data rows in the dataset.

    
   

4. . Finally, click Save, enter the name of the dataset, specify the category, enter a comment, and click Save to save the dataset.

   You can view the added dataset in the Categories tab of the Resource Portal.

   Note: To add the custom table in the cached dataset, you can refer to the Add Custom Table topic.

Limitations