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Embedded Dataset

  • Last update:  2020-12-02
  • I. Overview

    1) If you intend to preview template data normally on a client without connecting to a database, you can directly create an embedded data table with an embedded dataset, and then create a template.

    2) If the dataset is a DB query dataset, then you can export it into a template to convert the DB query dataset to an embedded dataset.

    Note: When exporting the template with embedded dataset, you should click Save As to change the template name to prevent overwriting the original template.

    3) Data sources in the Designer can be divided into two types according to their scope of application: Template dataset and server dataset. We use template dataset as an example here. The operation method of server datasets is similar to that of template datasets, and will not be discussed here.

    You will learn
    • Steps

      • Add embedded dataset

      • Table design

      • Add data

    • Export a Template with Embedded Dataset

      • Take a template with dataset query and file dataset as an example

    II. Steps

    1. Add embedded dataset

    Click + at the top of the Template Dataset panel. Select Embedded.

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    2. Table design

    1) You can set the name of the embedded dataset at the top.

    1604893068892712.png 

    2) After opening Embedded Dataset Window, you can click Table Design to add data columns and set data type.

    1604893071462981.png 

    3) You can add a data column by clicking Add.

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    4) Change Column Name and Type. The column type can be string, integer, double and date. Click OK.

    1604893078515143.png 


    3. Add data

    1) After clicking OK and returning to the Embedded Dataset Window, you can see the newly created column. Click Insert Row to add data.

    1604893082133424.png 

    2) Input relevant data. You can repeatedly insert rows and add data as needed. Then click OK.

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    3) After finishing the settings, you can see that a new embedded dataset appears at the bottom left.

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    III. Export a Template with Embedded Dataset

    If a template is stored on one machine, copying the template to another machine requires a corresponding connection. If there is no such connection of data source file, then for convenience, the template can be exported as a template with embedded dataset, so that the data retrieved from the database will be converted to embedded datasets.

    1. Take a template with dataset query and file dataset as an example.

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    1) Click File->Export->Template (Built-in Data).

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    2) If the template contains parameters, then a parameter dialog box will pop up at this step. You can export the template according to the parameter values in the dialog box. If any parameter has a default value, then you can obtain such default value directly in the parameter dialog, and export data based on the default value. If the parameters have no default value or any other value, then there will be no data in the exported results.

    1604893095670233.png 

    3) Save the template as a new template, and do not overwrite the original template.

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    4) If the template is successfully exported, then you will see the following prompt.

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    5) Open the exported new template, and you will see that the dataset has become an embedded dataset.

    1604893104187243.png 


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