You can create and store datasets on a Report Server that can be used by multiple reports. When you create or upload a dataset to the Report Server, it is considered a shared dataset and is always placed on the Dataset
page. A shared dataset must be based on a shared data source. Datasets are accessible to users depending on their permissions. This section explains about dataset management in the Report Server. Allows you to create, edit, update, sharing permissions and delete datasets in Bold Reports On-Premise. The following image shows the list of options available to manage dataset.
Dataset can be created only if the user has Create All Datasets
permission.
We can create dataset by following ways.
+
icon.+
icon+
button in the left side menu and choose Create Dataset
to add a dataset.
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
Read Write Delete
permission for thatSpecific Dataset
will be added for the user who created the dataset.
Click on the +
button in the left side menu and choose Upload Dataset
and select Dataset
to add a dataset.
Enter the name and description of the dataset.
Click Browse
and select the .rsd
file to upload.
If the name field is left blank, the system will auto-populate it with the name of the uploaded
.rsd
file.
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.
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 thatSpecific Dataset
will be added for the user who created the dataset.
Click the Actions
button in the dataset grid context menu and select Create Reports
to create a new report with a dataset.
Click the Actions
button in the dataset grid context menu and select Edit Dataset
to edit a dataset.
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.
Click the Actions
button in the dataset grid context menu and select Edit As XML
to edit a dataset.
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.
This section explains on how to share dataset with the other users in the Report Server.
Click the Actions
button in the dataset grid context menu and select Sharing Permissions
option.
Click the Manage Access
button.
Select the permission access and the users or groups to share the dataset.
After selecting the access and users or groups, click on the Add
button.
Only the user who have share permission can share the dataset with other Report Server users.
The user who will have specific permission can remove the shared dataset permissions using the Remove
option in the Actions
column of the each permissions.
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.
For each change in the .rsd
file, a new version will be created. All versions can be individually opened.
For each change in the dataset including changes in the event, user and date.
Click the Actions
button in the dataset grid context menu and select Update Dataset
to update the Dataset.
Enter the name and description of the dataset.
Click Browse
and select the .rsd
file to upload.
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.
Click on the Update
option, the dataset will be uploaded into the Bold Reports On-Premise and displayed in the list as shown below,
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.
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. |