Creating a data set

If you want to plot transformed data on your widgets, then you must create data sets. You can create and add data sets to a widget within a dashboard only and not to individual custom widgets.

Before you begin

  • If you want to use manual data definitions in your data sets, then ensure that those manual data definitions are already created.
  • Ensue that the manual and assisted data definitions have unique names. If an assisted data definition that is created within a data set has the same name as of another manual data definition, then you cannot use that manual data definition in any of the widgets within that dashboard.
  • You can add data sets to the Area, Badge, Bullet, Bubble, Donut, Radar, Calendar Heat Map, Grid, Gauge, Complex Gauge, Scatter, Pie, Line, and Clustered or Stacked Bars and Columns charts only.

About this task

After you log in to the Dashboard Designer, you can select any of the following options on the landing page:
  • If you select the CREATE DASHBOARDS option, then a select layout window is displayed, after you select a layout, you are directed to a new dashboard page. The Dashboard Designer also displays a navigation pane with all the dashboard components.
  • If you select CREATE COMPONENTS, then a create components page is displayed, you must select a component that you want to create. For example, layouts, widgets, data definitions, or filters. After you select a component, you are directed to that component. Dashboard Designer also displays a navigation pane with all the dashboard components.

Alternatively, you click the Expand Expand icon to open the navigation pane of Dashboard Designer, which is to the left of the window. You can either click Dashboards and create a dashboard, or create any custom components.

You can save a dashboard at any step of dashboard creation. If the data definition is not set or is incomplete, then the dashboard is saved as a draft dashboard, and a Draft Draft icon is displayed next to it. After you set data definition in all the widgets of a dashboard, the dashboard is complete, and it displays a Dashboard Dashboard icon next to it.

Procedure

To create a data set, complete the following steps:

  1. In the navigation pane of Dashboard Designer, click Dashboards, and then click Create New Dashboard.
    The Create a New Dashboard: Select a Layout window is displayed. The window displays three tabs:
    • Recently used layouts
    • Default layouts
    • Custom layouts
    The window also displays a Create a New Layout option.

    For more information about default layouts and creating custom layouts, see Layouts.

  2. In the Create a New Dashboard: Select a Layout window, click a layout, and then click Select.

    The selected layout opens in a new New Dashboard page.

  3. To create data sets, click the Define Data Sets Define Data Sets icon.

    The Define Data Definitions for Data Sets window is displayed.

  4. To create one or more assisted data definitions, click Create a Data Definition, and then click Continue.
    For more information about creating assisted data definitions, see Setting assisted data definitions.
    Note: In the Name field, you must enter a unique name for each assisted data definition that you create. Ensure that the manual and assisted data definitions do not share common names.
  5. To create another data definition by using the same connector type, click Add Another, and complete the steps to create another assisted data definition for the selected connector type.

    For more information about creating assisted data definitions, see Setting assisted data definitions.

  6. To create assisted data definition by using another connector type, click Add Another Data Definition > Create a new Data Definition.

    For more information about creating assisted data definitions, see Setting assisted data definitions.

  7. To add one or more manual data definitions, click Add Another Data Definition > Select from Saved Data Definitions.

    For more information about adding manual data definitions, see Setting manual data definitions.

  8. To view all the assisted and manual data definitions in the data set, click View All Data Definitions.

    The Define Data Definitions for Data Sets window displays both assisted and manual data definitions. The Created Data Definitions table displays all the assisted data definition. Click the View View icon that is displayed on the assisted data definition row to edit that data definition.

    The Saved Data Definitions table displays manual data definitions.

    Click the Delete Delete icon to delete the data definition. The assisted or manual data definitions are deleted only if the data definitions are not attached to any widget.

Results

The data set is created and a green tick is displayed on the Define Data Sets Define Data Sets icon.

What to do next

After you create data sets, you can perform transformations on the data sets and plot the transformed data on the Area, Badge, Bullet, Bubble, Radar, Calendar Heat Map, Grid, Line, and Clustered or Stacked Bars and Columns charts only. For more information, see Creating transformation widgets.