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Self-service dataset of analyzing property

  • Recent Updates: April 15, 2022
  • 1.Overview

    1.1 Version


    FineBI VersionJAR package versionfunction changes
      5.12020-01-15Delete quick creation entry and using all data from self-service dataset of real-time data for calculation.
    2020-08-04

    1.2 Application Scenario

    Self-service dataset of analyzing property refers to all of the self-service datasets created by "data analyzing users", as well as the datasets created by "data processing users" under "User self-service dataset".

    1.3 Function introduction

    Compared with self-service dataset of processing property, users can experience smoother analysis on self-service datasets of analyzing property. However, row and column permissions cannot be assigned and self-service datasets of analyzing property can only process relatively small amounts of data. For more details on the differences between self-service dataset of analyzing property and of processing property, you can see: Differences.

    2.Procedures

    2.1 Add self-service dataset

    User Anna, who is a data analyzing user, selects "Data Preparation> User Self-Service Dataset" and selects the business package under the group, as shown in the following figure:

    Select "Add Table> Self-Service Dataset", as shown in the figure below:

    Note: Data analyzing users can also create self-service datasets or EXCEL datasets in business packages with editing permissions.

    2.2 Select fields for analyzing

    After creating the dataset, select the fields that need to be used for analysis.

    Select field "ORDERID" and "CUSTOMERID" from table “ORDERS". Then click "Save", as shown in the following figure:

    As for detailed operation steps to select fields, please refer to: Create self-service dataset.

    2.3 Adjust limit on data calculation

    2.3.1 Self-service dataset is extracted data

    After we create self-service dataset as follows and select fields, self-service dataset displays "Calculate using all data" by default, which can be manually adjusted to "the first 5000 rows", due to the fast calculation time during the editing and generation process,as shown in the figure below Show:

    Note: Although the actual calculation number of self-service dataset on the editing interface is partially limited, all data will be used when creating the dashboard if the self-service dataset is saved. For details, you can see: Data volume displayed of the self-service dataset.

    2.3.2 Self-service dataset is real-time data

    For versions after 2020-08-04, self-service dataset uses "all data" for calculation by default, as shown in the figure below:

    2.4 Perform data analysis

    For details, you can see: filter, group and summary, add new columns, field settings, sort, merge left and right, merge up and down.

    Click "Save" after completing the analysis.

    2.5 Update self-service dataset

    2.5.1 Self-service data set is extracted data

    Under "Update Information", you can select "Extraction Setting". For example, data in "salesDEMO" is currently occupied. When creating self-service dataset, the default extraction setting is "Intelligence Recommendation", which means the appropriate calculation mode is automatically selected according to the user's self-service dataset. And it can be manually adjusted to "Extract Data" or "Do Not Extract Data", which is shown below:

    Note: If you use the basic table to create a self-service dataset to extract data, the data volume limit is 5kw by default when the data is updated. If it exceeds, the update fails, and the updated data amount needs to be reduced. Modify the parameter to analyze user self-service dataset disk occupation size (cell) (positive integer) under "management system> general> spider parameters". For details, you can see: Self-service dataset data limit.

    2.5.2 Self-service data set is real-time data

    If real-time data is used to create self-service dataset, the default original configuration of the self-service dataset is real-time data, and there is no update information.

    2.6 Check permission inheritance

    By default, self-service dataset inherits permissions, which is consistent with the permissions of the basic table used. Only the self-service dataset "creator" and "super administrator" have the permission to inherit the "configuration permissions". For details, you can see: permission inheritance, as shown in the figure below:

    Note: As for the concept of parent table, please refer to blood analysis.

    3. Summary of self-service dataset of analyzing property

    Self-service datasets created by data analyzing users refer to self-service dataset of analyzing property, which can be can be created by data analyzing users under the ordinary business package  with management authority or under "user self-service dataset". Such type of self-service dataset has the following features:

    Feature

    Extracted data: By default, all data is used for calculation. And it can be manually adjusted to use the first 5000 rows of data for calculation.

    Real-time data: By default, all data is used for calculation.

    The default inheritance permissions are consistent with the permissions of the basic table used. Only the creator of self-service dataset and super administrator have the permission to inherit the configuration permissions. For permission inheritance configuration, please refer to Permission Inheritance.

    It is often the case that there is no association and manual configuration is not supported.

    When you extract data, you can set "Extraction Setting", which can be viewed under "Update Information>Extraction Setting".

    4. Notice

    • The property of the self-service dataset is determined the moment it is established, and changing the location of the self-service dataset will not change its property.

    • If you share or hang out the dashboard using tables under "User Self-Service Dataset" to others, they can view it directly. However, "User Self-Service Dataset" business package can only be managed by the user and the administrator while other users cannot manage it.

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