Strategy ONE

Select Dataset Dialog

The Select Dataset dialog allows you to select and add a new dataset to a document. The components of the dataset that you select will appear in the Dataset Objects panel located to the left in the Document Editor.

Access

  1. Open a document in Design or Editable Mode.
  2. In the menu bar, go to Data > Add Dataset.

Fields

Select your dataset report below From the drop-down list, select the folder where your dataset is stored.

Search for Type the name of the dataset that you want to find. Click Search to locate the dataset.

Available This pane displays the contents of the folder selected from the drop-down list above. For instance, if you select the Shared Reports folder, all of the Shared Reports folder's subfolders will display in the Available pane. You can click the subfolder links to find the dataset you want to add to your document.

Add External Data Click this button to import data from a data source, such as an Excel spreadsheet, text file, Freeform SQL query, or Salesforce.com report, then use the imported data as the document's dataset. For details, see Import Data.