DataSet Scratch

Main form for creating and displaying datasets

Display:

• dataset query rules, 
• dataview of the table 
• a split window of both query and table

Accessed through the Analytics menu OR when a dataset is dropped onto the Main Tab Bar

Dataset Query Rule View

• Shows the component parts of the dataset in hierarchical form
• Displays the count of each query element, or subset, along with the running total
• Drop a dataset from any source into grid to logically combine or replace existing query
• Drop a field onto the grid to pop up a query Field Query Box
• Dropped entries will added to the subset level of the drop target

Query Right-click

Right-click on the query grid to:

Undo the last operation Copy and Paste entries Change the applied logic Change the operator Add, delete, or edit an entry in a Field Query Box Add an intrinsic function: invert random random% sample top bottom First Discrete - selects the first occurrence of each unique value of selected field Last Discrete - selects the last occurrence of each unique value of selected field  Transform an entry into the first element of a subset Collapse or rename subsets

Other operations

• Use the drag icon to drag the dataset and drop onto any suitable target to apply as a filter
• Ctrl-drag an entry (or subset) from the grid to use just that part of the query.
• Drop the dataset onto the main tab bar to open a copy of the dataset

Dataset Query Bar.

• Move entries up and down within their subset
• Expand or contract all subset hierarchies
• Turn on and off auto-calculate
• Pick up a DataSet drag object

Micro-toolbar

• Table View - Display Dataset table only
• Query Only - Display query rule view only
• Query and Table - Display query and table in plit screen mode 
• Refresh - Refresh the display (including recalculating)
• Rotate Split - Cycle clockwise through Query/Table display combinations
• Save Dataset - Save as a named dataset object or as a binary field
• Export into Table - Export the records in the dataset to a new table, containing those fields in the view's template
• Export into Workbook - Export records and fields to an excel table in a workbook
• Export Data - Export to a file, containing those fields in the view's template, or in a named template

Exporting

• Export into Table - Export the records in the dataset to a new table, containing those fields in the view's template
• Export into Workbook - Export records and fields to an excel table in a workbook
• Export Data - Export to a file, containing those fields in the view's template, or in a named template

Audit

If the Audit option is selected, when the export job has completed, "Download Audit" will be available in the Jobs Window:

The Excel Audit file consists of 2 sections:

• Fields
• Penetration

The Fields tab contains summary data for the export:

The penetration tab contains a frequency table for each field included in the export:

Upload File

Overwrite Existing

If true, existing files with the same name will be overwritten

Export Source Fields

(Note: A project must be specifically configured to support this using SetProjectProperties)

Dataset Table View

• Displays up to the first 1000 records in the dataset, along with chosen fields
• If there are less than 8000 records in the dataset it will show all records
• When showing all records the fields can be sorted:
  • Click on the column header to sort by a field
  • Ctrl-click to sub-sort by subsequent fields
• Add a new field to the view by dragging from the Explorer database tree or list and dropping on the Table grid
• Append an entire template by dragging a template from the Explorer template list
• Add all fields from a table by dragging the table object from the Database tree and dropping on the Table grid 

Table Right-click

Right-click on the table grid to:

Undo the last operation Apply a dataset function Clear Dataset and revert to full table dataset Remove a selected field from the view Edit the current view's field list Clear all fields from the view Set the current view as the default template for this table Reset the view to the default template

Notes

A simple dataset drag source of the form field=value can be initiated by ctrl-click and drag a cell in the view.

A saved dataset dragged into the view will be treated as a dataset source, hold SHIFT while dropping to treat it as a field to add to the template

Once a default template is set, all new views will open with that template. This default is stored on the client machine - and for each user.

The right hand panel will show a textual representation of the current dataset