Skip to main content

What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
Learn More
Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
Learn More
Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
Learn More
Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
Learn More
End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
Learn More
Version: 8.6

Dataset Views

A Dataset View is a type of reference dataset that points to another dataset as its source. Dataset views allow you to create a customized view of a dataset for users with access to the application where the dataset view resides. Dataset views only belong to a single application; however, the source dataset can belong to a different application. Dataset views are recommended whenever you want to share data amongst users with access to different applications, while avoiding replication and copying of large datasets.

Create a Dataset View

Dataset views can only be created from shared datasets.

To create a new dataset view, follow these steps.

  1. Navigate to Data > Datasets and click New Dataset.
  2. Click on the Shared Data tab and select a shared dataset as the source.
  3. Click New Dataset View.
    The owner's name as well as the app in which the original dataset was created are both shown for all shared datasets.

dataset_views

View Dataset View

  1. Navigate to Data > Datasets and find the desired dataset.
    You can see which datasets have been created as dataset views by looking at the Type property from the main Datasets page.

dataset_views

Customize Dataset Views

Any customization or configuration that would change the underlying data structure is restricted for dataset views.

Therefore, you can perform the following:

  • Show/hide individual columns.
  • Change friendly column names.
  • Change column visualization formats.
  • Create geolocation groups.
  • Set column links.

The following actions are restricted for dataset views:

  • Edit connection settings and/or source queries.
  • Create dataset joins.
  • Create and modify transformations.
  • Change column data types.
  • Change column input formats.
  • Set unique identifiers.
  • Define data sync schedules.

Create Dataset View via API

To create a dataset view via the API, follow these steps.

  1. Choose a Shared Dataset. There are two ways to do this:

    • Use Qrvey Composer to Share a Dataset or identify an existing one.
    • Use this Endpoint to mark a dataset as shared. To do this, you must pass { “isPublic”: true } in the request body.

    https://{{DOMAIN}}.qrveyapp.com/api/v4/user/{{USER_ID}}/app/{{APP_ID}}/qollect/dataset/{{DATASET_ID}}/publishVersion?runPublicTrigger=true

  2. Get the shared dataset's connectionId, which you will need in the next step. To do this, you can use the Get Dataset endpoint.

  3. Call the Create Dataset View from Shared Dataset endpoint.

Note: To make this request, you need the domain, appId, and datasetId values. If using Qrvey Composer, open Apps > [Application] > Data > [Dataset] > Design and check the URL: https://{{DOMAIN}}.qrveyapp.com/app/index.html#/application/{{APP_ID}}/data-uploads/{{DATASET_ID}}