Instructions for using and managing datasets-DataV(DataV)-阿里云帮助中心

Background information

Introduction to datasets

A DataV dataset is a collection of data created from a raw data source and processed into a structured format for visualization. DataV supports various data sources, such as databases and Excel files. It provides structured data storage and unified metadata management to ensure efficient data organization and access.

Scenarios

Datasets are widely used for enterprise data visualization and analysis. Key scenarios include real-time business monitoring, business analytics dashboards, and intelligent decision support. The innovative no-code Business Intelligence (BI) analysis model provides flexible and automated data processing capabilities for efficient data insights and visualization.

Prerequisites

You have a data source to add or a local dataset file (.xls or .xlsx) available.

Access dataset management

Log on to the DataV console .
On the console home page, click the My Data tab. In the navigation pane on the left, select Data Source Management to go to the page.

Create a dataset

On the Data Source Management page, click Create Dataset.
On the Select Data Source page, choose a creation method by selecting either Import from Data Source or Upload Local File. Then, click Next in the lower-right corner to proceed to the data table selection page.
- Data Source Import: Select the Data Source Import method to quickly import data from tables in compatible data sources that you have added. Click Add Data Source to add a compatible data source.
- Local Upload: You can select Local Upload to upload data from a local Excel file to the dataset.
  
  Note
  You can upload Excel files in .xls or .xlsx format.
On the import data table page, you can view the basic information of all data tables. In the list on the left, you can use the scroll bar to select a target data table, or enter the data table name in the search box and click the icon to find it.
After you select a data table, click the icon in the table header row in the data display area on the right to change the corresponding field type.
Double-click a field name in the table header row to rename the field. After you finish editing the data table, click Next in the lower-right corner.
On the Save Dataset page, enter a custom name and description for the dataset.

Note
The dataset name is required. Enter a name before you proceed.
After you enter the name and description, click Create in the lower-right corner to save the dataset.
After the dataset is created and saved, it appears in a list on the Dataset Management page. The number of data entries in each dataset is automatically displayed next to its name.

Use a dataset

This example uses monthly sales data to analyze the salesperson's name, sales amount, and month. A column chart and a basic flat map are used to demonstrate how to use a dataset. A video tutorial is also available for reference.

Column chart example

On the My Visualization page, click the Edit button above the visualization application project that you created.
On the canvas editor page, click the All Assets module and select BI Analytics Column Chart.
In the Change Dataset dialog box, select the dataset you created and click OK.
In the configuration panel on the right, under Analysis Mode, you can view the contents of the added dataset. Click Preview to preview the data table. Below the preview, you can Search for and Refresh the Fields.

In the Chart Configuration module, set the x-axis to Name and the y-axis to Sales Amount. Drag the fields from the fields list on the left to the corresponding field positions in the Chart Configuration section.

Parameter	Description
X	Configuration for the x-axis. You can drag a field from the column chart configuration on the left. In this example, it is set to Name. Click the icon to the right of the field to configure general settings for the x-axis data. Click the icon to the right of the X field to configure the field. You can configure functions such as aggregation, deduplication, maximum, minimum, threshold, and sum.
Y	Configuration for the y-axis. You can drag a field from the column chart configuration on the left. In this example, it is set to Sales Amount. Click the icon to the right of the field to configure general settings for the y-axis data. Click the icon to the right of the Y field to configure the field. You can configure functions such as aggregation, deduplication, maximum, minimum, threshold, and sum.
Delete	You can delete all chart configurations.

To set colors based on a field's value, drag the field to the Color Mapping module. This example uses Sales Amount for color mapping. After adding the field, click the icon on the right to configure the colors.

Parameter	Description
Mapping Type	You can set the mapping type, including Categorical, Continuous, and Quantize.
Color Template	A system-generated color template.
Custom Mapping	Turn on the switch to set the color for each field individually.
Quantity	You can set the number of color points.

Note

The shade of the color in the chart corresponds to the value. Darker colors represent larger values, and lighter colors represent smaller values.
If you want to split the chart by multiple fields, you must first concatenate them into a single field in the data table.

You can also split the chart by a dimension. This example uses Month. Drag the Month field to the Split module.

In the Filter module, click the icon next to Query Result to view the query result data.
You can filter the query results. Click Set Filter to add filter conditions.
You can also add multiple custom filter condition styles.
You can also add multiple filters. Click to add a filter. The conditions of multiple filters are executed sequentially. The results from the first filter are passed to the second filter.
After you add the filter, you can return to the configuration page to preview the filtered results.
In the Data Condition Series module, click Set Data Condition Series to set series colors based on data conditions.
On the Data Condition Series tab, set the condition style. You can preview the changes in the widget display area on the left.
You can also set Condition Style 2. If a setting in Condition Style 2 conflicts with a setting in Condition Style 1, it overwrites the setting in Condition Style 1. You can set multiple condition styles.
After you complete the settings, you can return to the configuration page to preview the data results.

Basic flat map example

On the My Visualization page, click the Edit button above the visualization application project that you created.
On the canvas editor page, click the All Assets module and select Map Basic Flat Map 3.0.
In the configuration panel of the map widget, click + Sub-widget Management. Turn on the Create in Analysis Mode switch, select Choropleth Layer, and click + Add Sub-widget.
After the sub-widget is added, the Change Dataset dialog box appears. Select the dataset you created and click OK. The fields from the data table are now visible in the configuration panel on the right.

In the Chart Configuration module, complete the chart configuration.

Parameter	Description
Area Code	The administrative code of the region, which represents the adcode value. Note You can directly set the format of the region field in the dataset to administrative region or adcode value to automatically convert it to an administrative region code.
Name	In this example, Name is used as the name. You can drag it from the fields in the choropleth layer configuration on the left.
Value	In this example, Sales Amount is used as the value. You can drag it from the fields in the choropleth layer configuration on the left.

To set colors based on a field's value, drag the field to the Color Mapping module. This example uses Sales Amount for color mapping. Click the icon to configure the color of the choropleth layer sub-widget.

Parameter	Description
Mapping Type	You can set the mapping type, including Categorical, Continuous, and Quantize.
Color Template	A system-generated color template.
Custom Mapping	Turn on the switch to set the color for each field individually.
Quantity	You can set the number of color points.

Note

You can also set the texture shape mapping and texture color mapping field properties for the choropleth layer. The description in the video tutorial is incorrect. Refer to this document for the correct settings.

In the Filter module, click Set Filter to set filter conditions and view the results.
After you complete the settings, you can return to the configuration page to query the filtered results.
In the Conditional Style module, click Set Conditional Style.
On the Conditional Style tab, set Conditional Style, Fill Color, Texture Shape, Texture Color, and Tile Size.
After you complete the settings, you can configure the basic style of the widget in the right-side panel. Then, click the preview icon in the upper-right corner to preview the result.

Manage datasets

Dataset management provides a unified platform for data source integration and management. It supports operations such as editing and deleting datasets to help you efficiently manage and organize data.

Add a compatible data source

Before you can use a dataset from a database, you must add a supported data source. If you are creating a dataset by uploading a local file, you can skip this section.

On the Data Source Management page, click Add Data Source.
In the Add Data Source dialog box that appears, select the type of data source to add. You can add a Hologres data source, an RDS for MySQL data source, a MySQL-compatible database data source, an RDS for PostgreSQL data source, or an AnalyticDB for MySQL data source.

Edit a dataset

You can modify the content and structure of an existing dataset from the dataset management panel.

On the Dataset Management page, move your mouse pointer over the dataset that you want to modify and click the icon.
In the View Data Table panel, you can change the type and name of the fields in the table header.
After you finish editing the data table, click Next in the lower-right corner to go to the Modify Dataset page. You can also click Back to return to the View Data Source page or click Cancel to discard your changes.
On the Modify Dataset page, you can change the name and description of the dataset.
After you finish modifying the dataset, click Update in the lower-right corner to save your changes.
After the dataset is updated, you are automatically returned to the Dataset Management page.

Filter datasets

On the Dataset Management page, move your mouse pointer over the data source type drop-down list on the right.
Select a type from the drop-down list to filter the datasets by that type.

Sort datasets

On the Dataset Management page, move your mouse pointer over the Sort by modification time drop-down list on the right.
Select a sorting method from the drop-down list to sort the datasets.

Delete a dataset

On the Dataset Management page, move your mouse pointer over the dataset that you want to delete and click the icon.
In the confirmation dialog box that appears, click Confirm in the lower-right corner to delete the selected dataset. Click Cancel to cancel the deletion.

Important
Deleted datasets cannot be recovered. Proceed with caution.

References

For more examples, see Build a BI analysis widget and configure a dataset.