A DataSet represents the query that will be run on the server to retrieve the data for a widget. Use the DataSet step to create this query.
A list of entities and their fields in the data source are listed in the Field tree-view on the left hand side of this screen. Drag fields from this tree-view and drop them into the boxes on the right that represent the different parts of the query.
Drag fields into the Select box to have them return in the body of the query. Use the trash can icon to remove them.
Drag fields into the Filter box to filter data returned in the query by values in these fields. Use the trash icon to remove a field from the filter.
Click on the field inside the Filter box to select from a list or search field values to set as the default filter for the field.
Filters and Pages
When using widgets on pages, changes in one widget to a data element can be picked up from a another that uses the same data element. One caveat is that the query for the second widget must have the field representing the data element in its query somewhere.
A common example for this is a filter widget such as a drop down list whose selections should change data in a chart or other visualization component on the same page.
In this example, if a filter field does not participate in the chart's query directly, the field can be added to the widget's filter position with no selection made for the filter. Doing so will ensure that changes to the filter widget will be reflected in the chart. This of course assumes that the relationships between these fields are defined in the data model.
Drag fields into the Sort box to sort by on a field. Click the A-Z sort icon to the left of the field to toggle between sorting ascending and descending. Use the trash can to the right of the field to remove the sort on the field.
Drag fields into the Group box to group results by a field. For a field in the Select position of the query, it must also either be in this Group position or have an Aggregation specified in the data model so it can be summarized in the results. Use the trash can to the right to remove a field from the Group position.
Use the Distinct check-box to specify that a distinct list of Select records be returned from the query. Enter a numeric value N in the Top textbox to specify that only the first N rows be returned from the query.
Running the Query
To execute the query against the data source, use the Run button in the top-right corner . The results will be returned in the data grid below the query boxes.
Next, review the client-side data hooks available in a DataSet View. This advanced feature allows the data returned from the server to be transformed on the client before being sent to any UI component including the data grid here on the DataSet.