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Dataset management in Report Server

You can create and store dataset on a Report Server that can be used by multiple reports. When you create or upload a dataset to Report Server, it is considered as shared dataset and it always placed in the Datasets page. A shared dataset must be based on a shared data source. Datasets are accessible to the user depending on the user’s permission. This section explains about dataset management in Report Server. Allows you to create, edit, update, sharing permissions and delete data sets in the Bold Reports On-Premise. The following image shows the list of options available to manage dataset.

Options available to manage data sets

Create dataset

Dataset can be created only if the user has Create All Datasets permission.

Steps to create a dataset

We can create dataset by following ways.

  1. Add dataset from + icon.
  2. Add dataset from Dataset listing page.

Add dataset from + icon

  • Click on the + button in the left side menu and choose Create Dataset to add a dataset. Create a dataset menu option

Add dataset from Dataset listing page

  • Click Dataset from left side panel of the Report Server and click Create my first Dataset button there is no dataset in listing page or else click Create Dataset button. Create a dataset menu option listing

  • To create dataset, we have use datasource either newly created or else existing datasource.

    Create dataset

  • Refer this link for creating dataset from new datasource

Create dataset from existing datasource

To create a dataset using the existing datasource, follow the below steps.

  1. Click on use existing datasource to create new dataset.

  2. Select the datasource from the list and click on Connect.

  3. Enter the name and description of the dataset. Then click on Proceed to Query Designer.

Read Write Delete permission for that Specific Dataset will be added for the user who created the dataset.

Add or upload dataset

  1. Click on the + button in the left side menu and choose Upload Dataset and select Dataset to add a dataset. Upload DataSet

  2. Enter the name and description of the dataset.

  3. Click Browse and select the .rsd file to upload.

  4. Select the DataSource. In the select data source dialog, you can either select a data source that is already available in the Report Server or create a new data source at that time itself. Select a data source for the uploaded dataset

  5. Click on the Save option, the dataset will be uploaded into the Bold Reports On-Premise and displayed in the list as shown below, Added datasets list view

    Read Write Delete permission for that Specific Dataset will be added for the user who created the dataset.

Create report with dataset

Click the Actions button in the dataset grid context menu and select Create Reports to create a new report with a dataset. Create new report with dataset

Edit dataset

Click the Actions button in the dataset grid context menu and select Edit Dataset to edit a dataset. Edit dataset properties

Change data source

This section explains on how to change data source and add new dataset.

Steps to change data source

  1. Click the Actions button in the dataset grid context menu and select Change data source to change datasource. Change data source

  2. Enter the name of the dataset.

  3. Check the Overwrite button to overwrite the existing dataset. Overwrite dataset

  4. Select the datasource and click on save button to add a new dataset with the selected datasource.

    Change data source dialog

Version history

Versions and file logs for each dataset are maintained in the Report Server for every changes in the Dataset. Click the Actions button in the grid context menu and click Version History option. Version History Option

Versions

For each change in the .rsd file, a new version will be created. All versions can be individually opened. Versions

File logs

For each change in the dataset including changes in the event, user and date. File logs

Edit dataset as XML

This XML editor provides a user-friendly interface for you to make necessary modifications to the dataset in the Report Server. This means you can make necessary changes to the dataset without downloading it and using a separate text editor.

  1. Click the Actions button in the dataset grid context menu and select Edit As XML to edit a dataset.

File logs

  1. The respective dataset will be opened in a new tab as XML, allowing you to make modifications, and you can save the edited dataset by publishing it from the XML editor.

File logs

Update dataset

  1. Click the Actions button in the dataset grid context menu and select Update Dataset to update the Dataset. Update DataSet

  2. Enter the name and description of the dataset. Select a data source for the uploaded dataset

  3. Click on the Update option.

Delete dataset

Datasets can also be deleted from the Report Server when they are no longer required.

Click the Actions button in the dataset grid context menu and select Delete to delete the Dataset. Delete Dataset

Dataset cannot be deleted if any report uses it.

REST API Reference

The following table illustrates the list of available APIs related to datasets in Bold Reports On-Premise.

Action HTTP Method Endpoint Description
AddDataset POST /api/site/{tenant-name}/v1.0/reports/datasets Adds a new dataset to the server. Dataset details must be passed as input.
UpdateDataset PUT /api/site/{tenant-name}/v1.0/reports/datasets Updates the dataset in the server. Updated dataset details must be passed as input.
GetDataSets GET /api/site/{tenant-name}/v1.0/items Returns the list of datasets for current user. ItemType should be Dataset.
GetDataSetLocation GET /api/site/{tenant-name}/v1.0/items/{itemId}/location Returns the item location of the specified dataset. Specific DataSet ID should be passed in path parameter.
IsDataSetNameExists POST /api/site/{tenant-name}/v1.0/items/is-name-exists Returns an item existence whether the given dataset name already exists or not in server. Dataset name and ItemType as DataSet should be passed in request body.
GetDataSetDetail GET /api/site/{tenant-name}/v1.0/items/{id} Returns the specified dataset details from the server. DataSet item ID should be passed in path parameter.
DeleteDataSet DELETE /api/site/{tenant-name}/v1.0/items/{id} Deletes the specified dataset from the server. DataSet item ID should be passed in path parameter.