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Dataset

Knowledge Checkpoint

We think it would be best if you have a clear understanding of these concepts before reading this documentation:

Introduction

In Holistics, a Dataset is a "container" holding several data models together so they can be explored together, and dictating which join path to be used in a particular analytics use case.

In other words, Dataset is like a mini data mart that enables two things:

  • Data Exploration: Dataset can be shared to Explorers (non-technical users) to do self-service exploration of the data.
  • Creating Charts: All Charts in Holistics have to be created from a dataset. This is done either by the Analyst or the Explorer

UI of a dataset exploration

Creating a dataset

Creating 3.0 Dataset

To create a Dataset, you can go to Datasets section under Reporting. From here you can either create datasets directly or create a folder to organize your datasets.

First, start with selecting all the Data Models that you want to add to your Dataset. Then, activate or deactivate relationships that enable the join paths you need.

In this example, since model Users, Orders and Order Items have relationships with each other, if you choose Order Items as root model, you will be able to select Users and Orders as peripheral models.

You also have the option to create a Dataset directly from Data Models to explore it

Explore a dataset

With Dataset, business users can ask and answer questions themselves without relying on the analyst to write SQL at every step in their exploration.

If you want to start fresh, simply go to the Dataset section on Reporting page and click on a Dataset. You will be presented with the Explore screen where you can start dragging in fields, measures, apply conditions, and tweak the visualizations.

When you are satisfied with the exploration result, you can save it as a widget in a dashboard.

You can also explore a report / dashboard widget's result by clicking on it and choose "Explore Data". For more details, please refer to Explore Data.

Share a Dataset

Just like with your reports, dashboard or KPI metric sheets, you can share Datasets to specific users or groups. Sharing a folder will automatically share all items inside.

Show items with no data

By default, Holistics will not present items with no data when exploring dataset.

For example, you have 2 models users and orders, the relationship between them is 1 to many. If you want to understand how many orders each user has, you will add in 2 fields: users.name and count(orders.id). However, we will exclude users that have not made any purchases.

In order to include items with no data, you can toggle on the option Include empty children rows under STYLE > Others in our Visualization Settings. Please refer to the video below:






Let us know what you think about this document :)