Search results
PDF

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 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.

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. Refer this link for creating dataset

    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. Auto-Filled Dataset Name

    If the name field is left blank, the system will auto-populate it with the name of the uploaded .rsd file.

  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

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. Edit dataset in XML

  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. Edit dataset XML View

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. Manage dataset permission option

  2. Click the Manage Access button. Set permissions to share a dataset

  3. Select the permission access and the users or groups to share the dataset. Add permission to dataset

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

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

Remove dataset permission

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. Remove Permission

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

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.

  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 Update option, the dataset will be uploaded into the Bold Reports On-Premise and displayed in the list as shown below, Added datasets list view

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.