## Dataset Management dialog

This dialog appears when you click Report > Dataset Management. It helps you to manage the datasets created for the opened report set according to your requirements.

The following are details about options in this dialog. See the dialog.

Dataset List

Lists all the datasets that you created for the opened report set.

- Name
  Shows the name of the dataset.
- Data Source
  Shows the data source in which the dataset is located.
- Query
  Shows the query that the dataset is based on.

Add

Opens the New Dataset dialog to add a new dataset to the report set.

Remove

Removes the specified dataset from the report set.

Optimize Dataset

Opens the Optimize Dataset dialog to optimize the selected dataset.

Data tab

Modifies fields in a specified dataset.

- Available Resource
  Lists all the available resources in the query which the dataset based on.
- Dataset
  Lists all the fields that are included in the dataset.
- Adds fields into the specified dataset.
- Removes fields from the specified dataset.
- Removes all the fields in the dataset.
- Moves a specified field in the dataset up a step.
- Moves a specified field in the dataset down a step.

Filter tab

Sets filter conditions for data in a dataset.

- Add Condition
  Adds a new condition line.
- Delete
  Deletes the selected condition line.
- Group
  Makes the selected conditions in one group. Conditions can also be added to an existing group by selecting the conditions and the group while holding the Ctrl button, and then clicking the Group button.
- Ungroup
  Makes the selected condition ungrouped.
- Up
  Moves the selected condition up to a higher level.
- Down
  Moves the selected condition or group down to a lower level.
- Logic
  Lists the logic operator.
  - And
    Logic operator And which is applied to this and the next line.
  - Or
    Logic operator Or which is applied to this and the next line.
  - And Not
    Logic operator And Not which is applied to this and the next line.
  - Or Not
    Logic operator Or Not which is applied to this and the next line.
- Field
  Specifies the field to be filtered.
- Operator
  Specifies the operator to compose the filter expression.
  - =
    Equal to
  - >
    Greater than
  - >=
    Greater than or equal to
  - <
    Less than
  - <=
    Less than or equal to
  - !=
    Not equal to
  - [not] in
    Causes an enumerated list of values which will appear in the WHERE clause predicate to be evaluated for a true condition.
- Value
  Specifies the value of how to filter the field. You can either type in the value manually or click next to the text box to specify the value.

  When you type in the value, if multiple values are required, they should be separated with ",", and if "," or "\" is contained in the values, write it as "\," or "\\".

  When you click to specify the value, the Expressions dialog is displayed. The following are options in the dialog:

  - Real Name tab
    Lists the tables added in the query on which the dataset is created with all their columns, also the formulas and parameters in the catalog. Double-click the required field to add it as the value.

    The following symbols at the bottom of the Expressions dialog allow you to modify the expression according to your requirements.

    - +
      Adds numbers or fields together.
    - -
      Subtracts numbers or fields together.
    - *
      Multiplies numbers or fields together.
    - /
      Divides numbers or fields together.
    - =
      Equates fields together.
    - "
      Places quotations on long character strings or name that have blanks in them. For example, you should place quotes on values such as "New York" or "Washington DC".
    - ||
      Places fields together in the same expression. For example, "New York" || "Washington DC".
    - ( )
      Places the fields in parentheses.
  - Field Value tab
    Lists all column names of the related table, in which the field to be filtered is. Check the column name of the field to be filtered, click OK, then the values of the field will be displayed. Choose the required value and click Set to use it to filter the field.
- SQL Statement
  Displays the SQL statement of the filter condition.

OK

Applies the changes and closes the dialog.

Cancel

Cancels the changes and exits the dialog.

Apply

Applies the changes and leaves the dialog open.

Help

Displays this help document.

###### Related topics:

- Managing datasets