Dataset Usage

Background information

Dataset introduction

A DataV dataset is a collection of structured data created from a raw data source for visualization. You can connect to various data sources, such as databases and Excel files. Datasets provide structured data storage and unified metadata management to ensure your data is organized and accessed efficiently.

Scenarios

Datasets are widely used for enterprise data visualization and analysis. Core scenarios include real-time business monitoring, business analytics dashboards, and intelligent decision support. Datasets provide flexible and automated data processing capabilities. This helps you efficiently gain data insights and create effective visualizations.

Preparations

Prerequisites

Prepare the data source that you want to add or a local dataset file (.xls or .xlsx).

Access the dataset management page

1. Access the DataV console.

2. In the Feature Navigation pane, click Dataset to open the dataset management page.

Create a dataset

1. On the Dataset Management page, click New Dataset to open the dataset creation page.

2. On the Create Dataset page, enter a Dataset Name and select a creation method: Import From Data Source or Local Upload.

   • Data Source Import: Select the Data Source Import creation method to quickly import data from tables in previously added compatible data sources.

   • Local Upload: Select the Local Upload option to upload data from a local Excel file to a dataset.

     Note

     You can upload .xls or .xlsx Excel files.

3. Click Import Data Table. On the Import Data Table page, you can view basic information for all data tables. To find a specific data table, you can scroll through the list on the left, or enter the table name in the search box and click the icon.

4. After you select a data table, you can change a field type by clicking the icon in the table header. You can also rename a field by double-clicking its name in the table header.

5. After you finish editing the data table, click Create in the lower-right corner of the page to save the current dataset.

   Saved datasets are automatically listed on the Dataset Management page. The page also displays the number of data entries in each dataset.

Manage datasets

Dataset management is a unified platform for connecting to and managing data sources. You can perform operations such as editing and deleting datasets to efficiently manage and organize your data.

Add a compatible data source

Before you can use a dataset from a data source, you must add the data source. This section describes how to add a compatible data source. If you create datasets by uploading local files, you can skip this section.

1. On the Data Source Management page, click Add Data.

2. In the Add Data dialog box that appears, select the type of data source to add. Supported data source types include RDS for PostgreSQL data source, RDS for MySQL data source, MySQL-compatible data source, Hologres data source, and AnalyticDB for MySQL data source.

Work with datasets

In the upper-right corner of the dataset management page, you can perform the following operations:

• Sort datasets: Click the sort option, which defaults to Modification Time, to sort the datasets by Name, Modification Time, or Creation Time.

• Filter datasets: Click Filter to filter for specific datasets.

• Search for datasets: Enter a dataset name in the search box to quickly find the dataset.

Rename a dataset

1. On the dataset management page, hover over the dataset that you want to rename and click the icon next to the dataset name.

2. After you make changes, press the Enter key to confirm.

   Note

   The steps for modifying the dataset description are similar. For more information, see Rename a Dataset.

Edit a dataset

1. On the dataset management page, hover over the dataset that you want to edit and click the icon.

2. In the data display area on the right, you can change a field type by clicking the icon in the table header. You can also rename a field by double-clicking its name in the table header. The editable parameters vary depending on the dataset.

3. After you complete the changes, click Update.

Delete a dataset

1. On the dataset management page, hover over the dataset you want to edit and click the icon next to its name.

2. In the delete confirmation dialog box, click Confirm in the lower-right corner to delete the selected dataset, or click Cancel to cancel the operation.

   Important

   Deleted datasets cannot be recovered. Proceed with caution.