Datasets

A Qrvey Dataset is a collection of structured data used to create dashboards and visualizations within the platform. There are two types of Datasets. Managed Datasets store data inside Qrvey’s data repository, a high-performance, scalable, serverless OpenSearch cluster. Alternatively, Live Connect Datasetsprovide data access directly from its source, enabling real-time queries without the need to load data.

Create a Dataset

1. Navigate to the Data Module and make sure you are in the Datasets tab.

2. Click Create New Dataset. A dropdown will appear. Choose to create a:

   • New Managed Dataset
   • New Live Connect Dataset

3. Configure as Desired.

   All new datasets are given the default name of {connection name} - {table/view name}. At this point your Dataset is ready for use; however you can make changes as needed.

View Datasets

1. Navigate to Data > Datasets to browse all Datasets within the application.
   Each dataset will be displayed as a card, displaying the following details:
   • Name — The name assigned to the Dataset.
   • Type — Notes if it a Managed or a Live Connect Dataset.
   • Status — active (ready to create visualizations), draft (dataset is still loading), or failed (dataset is not properly loaded).
   • Last Loaded — The date that the data was loaded.
   • Data Sync — Notes if Data Sync is On or Off.
   • Data Source — The Connection used by this Dataset.
   • Records — Number of records within the dataset.
   • Columns — Number of columns within the dataset.

Mark Dataset as Favorite

To mark a Dataset as a favorite, follow these steps.

1. Navigate to Data > Datasets.
2. Find the desired dataset card.
3. Click the star in the upper-right corner.

Manage a Dataset

1. Navigate to Data > Datasets.
2. Click on the desired Dataset.
3. Configure and Manage the Dataset as Desired. For more details, please see:
   • Design
   • Analyze
   • Activity Log

Rename a Dataset

1. Navigate to the desired dataset card.
2. Click on its name.
3. Type to change it as desired.

Share and Un-Share Datasets

By default, datasets are only accessible in the application in which they are created.

1. Navigate to Data > Datasets.
2. Find the desired Dataset and click its three-dot menu. A dropdown will appear.
3. Click either Share Data with my Organization or Unshare with my Organization. A modal will appear.
4. Click to confirm your choice in the modal and you will return to Data > Datasets.

Note: If unshared, any existing datasets and/or dataset views created from this dataset will no longer be available to users building charts and metrics. Any existing charts and metrics that have a dependency on this dataset will no longer show any data.

Delete a Dataset

1. Navigate to Data > Datasets.
2. Find the desired Dataset and click its three-dot menu. A dropdown menu will appear.
3. Click Delete. A modal will appear.
4. Click Delete to confirm your choice in the modal and you will return to Data > Datasets.