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:

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:

Copy Cell content to clipboard Undo the last operation Apply a dataset function Clear Dataset and revert to full table dataset Remove a selected field from the view Edit current view's field list and/or save the view as a template Clear all fields from the view Set the current view as the default template for this table Reset the view to the default template Add a saved template as the current view

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