Server Dataset

Version

Functions

Three types of server dataset can be added to FineBI project, including SQL dataset, tree dataset, and file dataset.

1. Admins can synchronize users from the server dataset, enabling enterprises to manage employee information better.

2. Server dataset applies to the entire FineBI project, allowing users to create database tables by using server datasets.

Super admin can create server datasets in FineBI project by default. However, ordinary users need to be assigned permissions by super admins.

Log in to FineBI as the super admin, choose System Management > Permission Management > Global Setting, enable Hierarchical Authorization and Data Connection Control, and click Save.

Log in to FineBI as the super admin, choose System Management > Permission Management > Common Permission Configuration, select the assigned target from Dept./Role/User List, select the System Management tab, and enable the Use permission of Data Connection.

Log in to FineBI as the super admin, choose System Management > Permission Management > Common Permission Configuration, select the assigned target from Dept./Role/User List, select the Data Connection tab, and enable the Use permission of Data Connection Management.

Direct Adding in FineBI

Log in to FineBI as a user with permission, choose System Management > Data Connection > Server Dataset, and hover your cursor over Create Dataset.

SQL dataset, tree dataset, and file dataset can be created in FineBI.

Specific settings for various datasets are shown in the following table.

Adding Through FineReport Remote Designer

In FineReport Designer, you can create more types of server dataset, including program dataset, embedded dataset, stored procedure dataset, relation dataset, JSON dataset, and JSON program dataset.

To create server datasets of the above type in the FineBI project, you can establish a remote connection between FineBI and FineReport Designer in which a server dataset is created, and then the server datasets will appear in the FineBI project.

Notes for Direct Connect Server DataSet

1. Data of the server dataset is subject to the caching policy. For details, see BI Cache.

2. Server datasets do not support combining queries (such as union all, join, and relationship queries) with database tables or SQL datasets. If you attempt to perform such a combining query, the system pops up an error message, indicating that server datasets do not support the combing query with database tables or SQL tables.

3. Server datasets support the combining query with Excel datasets.

The Server Dataset page lists all datasets, including the server datasets created during remote connection between the FineBI project and FineReport Designer.

• In FineBI, you can create three types of server dataset, including SQL dataset, tree dataset, and file dataset.

• In FineReport Designer, you can create more types of server dataset, including SQL dataset, program dataset, embedded dataset, file dataset, stored procedure dataset, relation dataset, tree dataset, JSON dataset, and JSON program dataset.

Note:

All infomation about defined server datasets is saved in the fine_conf_entity table of FineDB database.

Scenario One: The server dataset is not SQL dataset, tree dataset, or file dataset.

The dataset content cannot be previewed in the platform. The message "This type of dataset can only be previewed in the designer." is displayed.

You can hover your cursor over the dataset to delete it.

Scenario Two: The server dataset is SQL dataset, tree dataset, or file dataset.

Select a dataset and click Preview to preview the dataset content.

Select a dataset, click Edit to open the editing page, modify the dataset, and click Save.

You can hover your cursor over the dataset to delete or rename it.

Using Server Dataset in Synchronizing Users

Server dataset is commonly used in synchronizing users. For details, see Synchronizing Users.

Data Analysis Using Server Dataset

Choose Public Data > Database Table > Server Dataset, select a table, click OK, and the server dataset is added to the public data.

Then the server dataset can be used for analysis like other data tables in the public data list.