Dataset management in Report Server

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 dataset management in the Report Server. It allows you to create, edit, update, share permissions, and delete datasets in Bold Reports On-Premise. The following image shows the list of options available to manage a dataset.

Create dataset

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

Steps to create a dataset

We can create datasets in the following ways:

1. Add a dataset from the + icon.
2. Add a dataset from the 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 in the left side panel of the Report Server. If there are no datasets listed, click the Create my first Dataset button. Otherwise, click the Create Dataset button.

• A dataset requires a data source, which can be newly created or an existing data source. Please refer to this link for more information.

  

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

Add or upload dataset

1. Click the + icon in the left side menu, choose Upload Dataset.

2. Enter the name and description of the dataset.

3. 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.

4. Select the Data Source. In the select data source dialog, you can either choose an data source from the Report Server or create a new data source.

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

   Read, Write, and Delete permissions for that Specific Dataset will be granted to the user who created it.

Create report with dataset

To create a new report using the dataset, click the Actions button in the dataset grid context menu and select Create Reports.

Edit dataset

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

Change data source

This section explains how to change the data source for a created dataset.

Steps to change data source

1. Select the Change data source option from the dataset grid context menu to modify the data source.

2. Enter the name of the dataset.

3. Enable the Overwrite option to overwrite the existing dataset.

4. To change the existing data source, select the new datasource from the dropdown menu, then click the Save button.

Share dataset

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

Steps to share a dataset

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

2. Click the Manage Access button.

3. Select the permission access and the users or groups to share the dataset. Once selected, click the Add button.

   Only users who have share permission can share the dataset with other Report Server users.

Remove dataset permission

The user with specific permissions can remove the shared dataset permissions by using the Remove option in the Access column.

Version history

Versions and file logs for each dataset are maintained in the Report Server, capturing every single change made to the dataset. To access this information, first click on the grid context menu. Then from the options that appear, select the Version History option.

Versions

For each change in the .rsd file, a new version will be created, allowing all versions to be individually opened.

File logs

File logs track each change made to the dataset, including alterations in the event, user, and date.

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 context menu icon in the dataset grid and select Edit As XML to edit a dataset.

2. 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.

Update dataset

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

2. You can change the name, description and other required details of the dataset. After making these changes, click Update option in the update dataset dialog box.

   

Delete dataset

When datasets are no longer needed, they can be conveniently deleted from the Report Server.

To delete a Dataset, click the Actions menu button in the dataset grid context menu and then select the Delete option.

A dataset cannot be deleted if it is currently being used by any report.

REST API Reference

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