Datasets Panel

The Datasets panel displays all available datasets, as well as the attributes and metrics in each dataset that can be added to your dashboard.

Access

1. Open an existing dashboard or create a new one.
2. Starting in Strategy One (November 2025), the Contents and Datasets panels are stacked together by default. Click the Datasets icon to open it.
3. If the Datasets panel is not available, do one of the following:

   • Starting in Strategy One (November 2025), click the Datasets Panel icon in the left toolbar. The Contents and Datasets panels display stacked together.

   • Prior to Strategy One (November 2025), from the View menu, select Datasets Panel.

Tasks

Use the Datasets panel to perform the following tasks:

Add Datasets to a Dashboard

Add an Existing Dataset

Search for Objects in the Datasets Panel

Add Existing Objects

Add Multiple Datasets

Select Which Datasets Determine the Dashboard's Available Values

Link Shared Data Across Multiple Datasets

Edit Datasets

Republish Datasets

Replace Datasets with Imported Data

Replace Datasets with Existing Datasets

Replace Datasets with Existing Objects

Replace Datasets with Datasets in the Current Dashboard

Remove Datasets

Define the Access Mode for a Dataset

Manage Dataset Objects

Create a Derived Attribute

Create a Derived Metric Using the Metric Function Editor