Adding, replacing, and removing datasets from a dashboard

Once you have created a instrumentenbord, you can add, edit, substitute, or liquidate datasets from the instrumentenbord. For steps, see the adequate verbinding below:

When you substitute a dataset with another dataset, you can define the objects to use to substitute the dataset objects from the dataset that is being substituted, determine how to treat derived metrics that are calculated based on dataset objects that are being substituted, and so on.

If you eliminate a dataset from a instrumentenbord, some controls on the instrumentenbord may contain references to gegevens that is no longer available. Thesis controls will be automatically updated to liquidate references from the eliminated dataset. For example, if a visualization contains attributes and metrics from a single report, and the report is eliminated from the instrumentenbord, the visualization is cleared and no longer contains any gegevens.

If you have added dataset objects from the All Objects panel to the instrumentenbord, you can eliminate the dataset that contains the objects from the instrumentenbord, spil with any other dataset. However, if you add extra objects to the instrumentenbord from the All Objects panel after deleting this dataset, MicroStrategy automatically adds a fresh dataset to the instrumentenbord to contain the dataset objects.

Prerequisites

The following procedures assume that you have already created the instrumentenbord that you want to modify.

You voorwaarde have the Web Edit Instrumentenbord and Web Run Instrumentenbord privileges.

If you are importing gegevens, be sure to review the prerequisites for the gegevens source type that you are importing gegevens from (such spil a verkeersopstopping or database), spil described te About importing gegevens into MicroStrategy Web.

To add a dataset to a instrumentenbord

Click the name of the instrumentenbord to run it.

Hover the cursor overheen the name of the Datasets panel, then click the arrow icon.

If the Datasets panel is not displayed, from the View menukaart, select Datasets Panel .

Select the type of dataset to add by doing one of the following:

To invoer gegevens into the instrumentenbord to use spil a dataset, point to Add Gegevens , then select Invoer Gegevens . Select the suitable options to invoer your gegevens. For steps, see About importing gegevens into MicroStrategy Web.

To add an existing dataset to the instrumentenbord, point to Add Gegevens , then choose Select Existing Dataset . The Select Dataset dialog opbergruimte opens. Navigate to and select the dataset to add. You can make numerous selections at once by pressing CTRL spil you select each voorwerp. Click OK to apply your switches .

To create a fresh dataset within the instrumentenbord, point to Add Gegevens , then select Create Fresh Report . The Report Editor opens. Select the adequate options to define your fresh dataset.

To add gegevens directly to the instrumentenbord from the project that you are presently logged into, click and haul dataset objects from the All Objects panel onto the instrumentenbord. MicroStrategy automatically creates a dataset to contain thesis objects and displays this dataset ter the Datasets panel. The dataset is given the same name spil the project.

If the All Objects panel is not displayed, from the View menukaart, select Datasets Panel . At the bottom of the Datasets panel, click the arrow icon next to All Objects.

The dataset is added to the instrumentenbord and the attributes, metrics, and other dataset objects ter the dataset are displayed te the Datasets panel.

To edit a dataset ter a instrumentenbord

Click the name of the instrumentenbord to run it.

Te the Datasets panel, hover the cursor overheen the name of the dataset that you want to edit, then click the arrow icon.

If the Datasets panel is not displayed, from the View menukaart, select Datasets Panel .

From the menukaart, select Edit Dataset , then do one of the following:

To edit a MicroStrategy report, select the adequate options to edit the report.

To edit a dataset created from imported gegevens, select the suitable options to edit the dataset.

To substitute a dataset te a instrumentenbord

Click the name of the instrumentenbord to run it.

Te the Datasets panel, hover the cursor overheen the name of the dataset that you want to substitute, then click the arrow icon.

If the Datasets panel is not displayed, from the View menukaart, select Datasets Panel .

Point to Substitute Dataset With , then select one of the following:

To substitute the dataset by importing fresh gegevens into Web from a gegevens source such spil an Excel verkeersopstopping or database, select Invoer Gegevens , then select the suitable options to invoer your gegevens. For steps, see About importing gegevens into MicroStrategy Web.

To substitute the dataset with a fresh dataset, select Create Fresh Report , then select the suitable options to define your fresh dataset.

To substitute the dataset with an existing dataset, click Select Existing Dataset . Navigate to and select the fresh dataset, then click Select .

The Substitute Objects dialog opbergruimte opens. Select the adequate options to define how to substitute each dataset object te the dataset being substituted.

Click OK to apply your switches. The dataset is substituted and the instrumentenbord is updated to reflect the fresh dataset.

To substitute all datasets ter a instrumentenbord with a single dataset

Click the name of the instrumentenbord to run it.

Hover the cursor overheen the name of the Datasets panel, then click the arrow icon.

If the Datasets panel is not displayed, from the View menukaart, select Datasets Panel .

Point to Substitute All Datasets , then select one of the following:

To substitute the datasets by importing fresh gegevens into Web from a gegevens source such spil an Excel verkeersopstopping or database, select Invoer Gegevens , then select the adequate options to invoer your gegevens. For steps, see About importing gegevens into MicroStrategy Web.

To substitute the dataset with a fresh dataset, select Create Fresh Report , then select the suitable options to define your fresh dataset.

To substitute the datasets with an existing dataset, click Select Existing Dataset . Navigate to and select the fresh dataset, then click Select .

The Substitute Objects dialog opbergruimte opens. Select the suitable options to define how to substitute each dataset object ter the datasets being substituted.

Click OK to apply your switches. The datasets are substituted and the instrumentenbord is updated to reflect the fresh dataset.

To liquidate a dataset from a instrumentenbord

Click the name of the instrumentenbord to run it.

Ter the Datasets panel, right-click the name of the dataset to liquidate, then select Delete . The dataset is liquidated from the instrumentenbord.

If the Datasets panel is not displayed, from the View menukaart, select Datasets Panel .

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