We are using Dataset while we need to join multiple records in a search. In saved search, we can join only single record fields. So we opt for Dataset for this purpose.
To create a dataset go to Analytics -> Dataset -> New Dataset
- Select the transaction type for the dataset.
- You can set the criteria on the top side by ‘drag and drop’ the field name.
- You can add more columns in the table by ‘drag and drop’ or double-clicking the field name.
- If you want to arrange the order of the column, just drag the column header into the desired position and also it is possible to sort the data grid by clicking the three dots (menu icon) placed right to the column header.
- You can create a formula by selecting the field name ‘formula’ and there are functions to create such formula.
- If the need is to join multiple columns, then drill down the field that is displayed at the left side of the screen, and select the desired one, drag to the data grid.
- If you want to remove the column, select the three dots (menu icon) right to the column header and then select the ‘remove this column’.
- After selecting the necessary columns, save the Dataset with a suitable name.
- You can export these datasets as CSV files which are further used for ‘Import’ functionality.
- The dataset can be shared to different roles, and only they can see that dataset. Only the owner has the exclusive right to edit the dataset.
These are the steps to create a new dataset.