Create Dataset

Introduction

Drag and drop is a functionality in which the user selects an object or a section of text by “grabbing” it and dragging it to a different location, into another virtual object or window as required. In general, it can be used to perform various actions or create different types of associations between two abstract objects. Drag and drop is a part of most graphical user interfaces.

Prerequisite

To create a dataset using drag and drop, the user needs working Datasets (JDBC) and a list of tables and views.

Steps to Create Dataset Using Drag & Drop

1. Log in to AIV using your respective credentials.

2. Go to Hamburger Menu > MasterData > Dataset.

   

   

For more details about Datasets, click here.

3. Create a dataset using one of these options:

• From the Footer Menu

• From the Context Menu

4. Click on the Create Dataset option. Your screen will look like the image below.

   

5. Enter the details in the Create Dataset window as follows:

• Name: Demo Dataset (user can select a name as per their requirement)

• Source: Select aws_rds from the drop-down (same name as you set it when you created the database connection)

  

6. In the Datasource option, JDBC is selected by default.

7. Expand the table by clicking on the arrow, and you will see the drop-down of available table names. Drag and drop one of the required tables from that drop-down. In this example, we are using products.

   

8. Once you drop it, a list of columns will be displayed for the selected dataset. You can select or deselect columns to be added to the playground using the checkbox provided with each column name. For this example, we select all the columns.

   

9. You will see two buttons in this window:

• Submit: After selecting/deselecting the required columns, click on Submit to add this dataset to the playground. Only the selected columns will be added to the playground.
• Cancel: If you want to cancel adding this dataset to the playground, click on the Cancel button.

10. In the dataset window, you can find and filter columns using the filter option available at the right side of the Name header. When you click on this filter option, the screen will look like below:

    

11. The user can sort the listing of columns with the Sort A to Z and Sort Z to A options.

12. There are many options available to filter columns, as listed below:

• I. Equal
• II. Not Equal
• III. Starts With
• IV. Ends With
• V. Contains
• VI. Custom Filter

13. When the user clicks on any option (in this example, we selected the Equal option) from Text Filters, the screen will look like below:

    

The user can use AND/OR operations as required and can use Starts With, Ends With, Contains, Equal, and Not Equal as needed.

14. When the user clicks on the OK option, they will be able to see the filtered data equal to the data they entered. Click on the Submit option to proceed.

    

15. Go to the Output Column window, and you will see a window like below:

    

16. Go to the Hierarchies tab, and you will see the screen below.

    

17. Click on the Preview button, and you will see the window below:

    

18. Once the user clicks on the Create button, the dataset will be created. The user can see the created dataset in the List View of the Dataset.