Overview
Version
| FineBI Server Version | Functional Change |
6.0 | / |
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.
Assigning Permission
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.
Note:
The Use permission of data connection is required to create an SQL dataset.
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.
Method for Creating a Server Dataset
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.
| Dataset Type | Introduction | Document | |
SQL Dataset | Dataset whose data source is tables from the databases in Data Connection | SQL Dataset | |
Tree Dataset | Dataset whose data source is SQL datasets with hierarchical data | ||
File Dataset | File Dataset | Dataset whose data source is a series of TXT text files | |
Excel Dataset | Dataset whose data source is a series of XLS files | ||
XML Dataset | Dataset whose data source is a series of XML files | ||
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.
| Dataset | Introduction |
Dataset reading user-defined data sources through the AbstractTableData abstract class | |
Dataset whose data source is the original tables (similar to database tables) created in FineReport | |
Dataset whose data source is the stored procedure of databases | |
See section "Overview" in Relation Dataset. | |
Dataset with hierarchical data | |
Currently, MongoDB database cannot be directly connected in FineBI. You need to connect to MongoDB and create a dataset in FineReport, and then FineBI can call the dataset. |
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.
Demonstration
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: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.
Use of Server Dataset
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.
