Designing reports, documents, and dashboards » Creating and modifying dashboards using Flash » Adding and removing datasets from a dashboard created using Flash

Adding and removing datasets from a dashboard created using Flash

Once you have created a dashboard, you can add or remove datasets from the dashboard. A dataset is a set of data that can be displayed on a dashboard. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. Reports include Freeform SQL reports, Query Builder reports, MDX cube reports, and reports that access Intelligent Cubes. Intelligent Cubes can be based on MicroStrategy data or imported data. The information in a dataset can include MicroStrategy objects such as attributes, custom groups, consolidations, and metrics. By adding multiple datasets to a dashboard, you can use objects from multiple datasets to create visualizations, add filters, and so on.

If you remove a dataset from a dashboard, some controls on the dashboard may contain references to data that is no longer available. These controls will be automatically updated to remove references from the removed dataset. For example, if a visualization contains attributes and metrics from a single report, and the report is removed from the dashboard, the visualization is cleared and no longer contains any data.

Prerequisites

You have created the dashboard that you want to modify, as well as any datasets to add to the dashboard.
You must have the Web Edit Dashboard and Web Run Dashboard privileges.
If you are importing data, be sure to review the prerequisites for the data source type (such as a file or database), as described in About importing data into MicroStrategy Web.

To add a dataset to a dashboard

1 Click the name of the dashboard to run it.
2 From the toolbar, click the arrow next to the Add Dataset icon Add Dataset icon, then select one of the following:
To add an existing dataset to the dashboard, choose Select Existing Dataset. The Select Dataset dialog box opens. Navigate to and select the dataset to add. You can make multiple selections at once by pressing CTRL as you select each item. Click OK.
To import data into the dashboard to use as a dataset, select Import Data, then select the appropriate options to import your data. For a summary of the different data sources available and links to detailed steps to import data from each data source, see About importing data into MicroStrategy Web.

The dataset is added to the dashboard and displayed as an option in the drop-down list at the top of the Dataset Objects panel.

To remove a dataset from a dashboard

1 Click the name of the dashboard to run it.
2 If the Dataset Objects panel is not displayed, from the Show menu, select Dataset Objects.
3 From the drop-down list at the top of the Dataset Objects panel, select the dataset to remove.
4 Hover the cursor over the name of the Dataset Objects panel, then click the arrow icon in the top right. Select Remove Dataset. A confirmation message is displayed.
5 Click OK. The dataset is removed from the dashboard.

Related topics

About Visual Insight in Flash
Creating a dashboard