Custom Datasets

Introduction

Custom Datasets allow you to create a new dataset by exporting data from an existing Dashboard. This is especially useful for pivoting, advanced analysis, or sharing a snapshot of your data. Custom Datasets are managed separately and can be kept up-to-date automatically based on the source dataset.

How to Create a Custom Dataset

1. From a Dashboard:

   • Open the Dashboard containing the data you want to export.
   • Use the Create Dataset button (now a menu) and select Create New.
   • Follow the prompts to export the data and create your Custom Dataset.
   • The new Custom Dataset will appear in the Data section with type Custom.

2. Purpose:

   • Use Custom Datasets when you need a pivoted or transformed view of your data, or when you want to analyze a static snapshot that can be kept in sync with the source.

Custom Dataset Types and Identification

• Custom Datasets are listed in the Data section with a distinct Type label: Custom.
• They can be managed (deleted, sync toggled) from this list.
• You cannot edit the design page of a Custom Dataset (editing is disabled).

Pivoting with Custom Datasets

To use pivoting in a Custom Dataset:

• First, enable pivoting in the source dataset by following the Pivot and Export Data guide.
• When you create a Custom Dataset, you will be prompted in the creation modal to enable pivoting (choose Yes or No).
• If enabled, you can pivot the data as needed in your Custom Dataset, allowing for advanced analysis such as aggregating, grouping, or transforming data for specific reporting needs.

Example: Pivot sales data by region and product to create a summary Custom Dataset for executive review.

Syncing Custom Datasets

• Automatic Sync: Custom Datasets are kept up-to-date automatically, based on the sync schedule of the source Dataset.
• Sync Frequency: The system updates Custom Datasets at most every 12 hours.
• Sync Triggers:
  • When the source Dataset completes a data load (sync or manual), the Custom Dataset will sync if:
    • 12+ hours have passed since the last Custom Dataset load (for sync loads)
    • More than 12 hours remain until the next sync schedule (for manual loads)
    • There is no next sync schedule on the source Dataset
• User Warning: When creating a Custom Dataset, users are notified that updates will occur every 12 hours at most.

Managing Custom Datasets

• Viewing: Use the View Existing option in the Dashboard's Create Dataset menu to see all Custom Datasets for your application.
• Table Columns:
  • Name
  • Source Dataset
  • Records
  • Columns
  • Last Load
  • Data Sync (on/off)
• Actions (Three-dot Menu):
  • Turn Sync On/Off: Toggle automatic syncing for each Custom Dataset.
  • Delete: Remove a Custom Dataset (this also deletes its sync/export process and files).