How do I add a dataset in the Web Report Designer?

In Bold Reports® Cloud, a dataset contains a query and a collection of fields that represent the data returned from a data source.

Use an embedded dataset

An embedded dataset is specific to one report and stores the query used to process the report data. You create it from an embedded or shared data source, and you can add query parameters, filters, table relationships, and a query string expression.

Use a shared dataset

Like shared data source, you can add a dataset that is published on a Bold Reports® Report Server. It provides an easy way to change query at one place and reflect it in referred reports.

Frequently asked questions

Do I need a data source before I create a dataset?

Yes. In the Web Report Designer, a dataset uses an embedded or shared data source to run its query. See Data sources.

Can I add filters and query parameters to a dataset?

Yes, in an embedded dataset. You can add query parameters, filters, and table relationships, and set the query string as an expression.

How do I change one query for many reports?

Use a shared dataset published on the Report Server. Change the query once, and every report that refers to the dataset uses the change.

See also

Create Embedded Dataset

Link Shared Dataset

Edit Embedded Dataset

Edit Shared Dataset

Delete Dataset

Duplicate Dataset

Reordering Datasets

Dataset fields

Dataset parameters

Add a filter to a dataset

Data connectors