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.

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.

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.

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

  

• 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.

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.

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,

   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.

Edit dataset

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

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.

2. Enter the name of the dataset.

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

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

   

Share dataset

This section explains on how to share dataset with the other users in the Report Server.

Steps to share a dataset

1. Click the Actions button in the dataset grid context menu and select Sharing Permissions option.

2. Sharing permission dialog will open. By default it will open dialog with Share To tab. Select the permission access from the Select Access dropdown and select the users or groups to share the dataset.

3. After selecting the access and users or groups, click on the Add Permission button.

   Only the user who created the dataset can share the dataset with other Report Server users.

Remove permission

Click on the Shared With tab. The user who created the dataset can remove the shared dataset permissions using the Remove option in the Actions column of the each permissions.

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.

Versions

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

File logs

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

Update dataset

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

2. Enter the name and description of the 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.

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.