Create an embedded dataset

An embedded dataset in the Bold Reports® Web Report Designer holds the query data that feeds your report. You create it by designing a query from the Data configuration panel.

Design query data

You design query data in the Bold Reports® Web Report Designer by connecting to a data source and dragging tables into the query designer.

  1. Click the Data icon in the configuration panel to launch the Data configuration.

    Data icon configuration panel

  2. Click the New Data button in the Data panel.

    New data button

  3. In the connection type panel, click the data source type that you want to connect. This example uses the SQL connection type.

    Connection types panel

  4. In the new data source configuration panel, fill in the server name and related details.

    New data source connection panel

  5. Click the Connect button. The following view is displayed.

    Query designer full view

  6. Edit the name of the Data in the Name field in the toolbar pane, if needed.

    Edit dataset name

  7. Drag the tables and views of the connected database from the left pane. Drop them into the center pane labeled Drag and Drop tables here, as shown below.

    Drag and drop query table to design area

    After you drop the item into the center pane, it displays as shown below.

    Query designer with query table

  8. To search for a table or view in the data collection, use the Search field in the left pane of the query designer.

    Query designer table search pane

How do I save the data?

You save the embedded dataset from the tools pane of the Web Report Designer query designer.

  1. Click the Finish button in the tools pane. Finish data button
  2. Check that your dataset is now listed in the Data panel, as shown below. Data list view
  3. Expand the icon to view the data fields. Data fields list

Frequently asked questions

How do I find a table in a large database?

Use the Search field in the left pane of the Bold Reports® Web Report Designer query designer to search for a table or view.

Can I rename the dataset?

Yes. Edit the name of the Data in the Name field in the toolbar pane of the query designer.

See also