Datasets

Datasets prepare form data for charts. You can choose a primary form, join related forms, add computed fields, and organize fields as dimensions or measures.

Create A Dataset

1. Click Create dataset
2. Enter a Name
3. Add a Description when needed
4. Click Create

After creation, double-click the dataset row to open the configuration page.

Configuration Page

The top bar provides:

Action	Description
Back	Leaves the configuration page. Unsaved changes require confirmation
Save	Saves the current configuration. It is disabled when there are no changes
Delete	Deletes the current dataset. The system confirms first and checks whether the dataset is used by charts. If it is in use, continuing deletion also deletes charts that use this dataset

The left side contains two areas:

Area	Purpose
Dataset Properties	Edit the name, description, source type, primary form, and joined data
Fields And Metadata	Manage field names, dimensions/measures, aggregation, and visibility

Choose The Primary Form

1. Select Dataset Properties
2. In Data, choose the primary form
3. The system loads fields from the selected form
4. Click preview to check the primary form data

The primary form is the base of the dataset. Chart results usually start from these records.

Changing the primary form clears joined data and computed fields, so configure them again after switching forms.

Add Joined Data

Use joined data when one analysis needs fields from multiple forms.

1. Choose a primary form first
2. Click the Join Data icon
3. Select the left source
4. Choose the join type
5. Select the form to join
6. Configure conditions such as Customer = Record ID
7. When all conditions are complete, click preview to check the result

Setting	Description
Left Source	The primary form or a previously joined form
Join Type	Determines which records are kept
Joined Form	The form added to the dataset
Join Condition	Uses left field = right field to match two forms

Join Types

Type	Kept Records	Use When
Left Join	Keeps all records from the left source. Right fields are empty when there is no match	The analysis should remain based on the primary records
Inner Join	Keeps only records that match on both sides	You only want records with a valid relationship
Right Join	Keeps all records from the joined form. Left fields are empty when there is no match	The joined form should drive the analysis
Full Join	Keeps records from both sides. Missing matches leave the other side empty	You need reconciliation or missing-relationship checks

Left join is usually the best starting point when the chart should stay based on the primary form.

Join Conditions

Join conditions tell the system how two forms match.

Left Field	Right Field	Meaning
Customer	Record ID	A customer field on the current form matches a customer record
Order No	Order No	Both forms use the same business number
Record ID	Order	The joined form has an order reference pointing to the left record

Multiple conditions are combined together. A record must match every condition to be joined.

When fields already contain relationship settings, the system may fill the condition automatically after you choose the joined form. Use preview to confirm the result.

Add Computed Fields

Use computed fields when source fields do not directly provide the analysis value you need.

1. In Dataset Properties, click Custom Column
2. Enter the field name
3. Choose the data type
4. Choose the value source
5. Configure the expression or script
6. Save the computed field

Computed fields become new dataset fields. You can later configure them as dimensions or measures in Fields And Metadata.

Setting	Description
Field Name	Display name used in charts
Data Type	Result type, such as number, string, date, datetime, or boolean
Value Source	Whether the value is calculated by an expression or written by a chart binding script

Value Source

Value Source is a dropdown that controls how the computed field gets its value.

The dropdown options are:

• Expression: Calculates directly from primary-form and joined-form fields. Use it for fixed rules such as amount, duration, or status logic. Preview can show the computed value
• Studio Script: Defines the field in the dataset, then lets a chart binding script write the value during chart query. Use it for Studio logic, complex rules, or external calculation results

Use An Expression

After selecting Expression, insert fields from the current dataset and combine them with functions or operators.

Scenario	Example
Amount calculation	Actual Amount = Order Amount - Discount
Time calculation	Handling Time = Completed At - Created At
Status judgment	Overdue = Due Date is earlier than today

Expressions are best for values that can be derived from the current row. Use data preview to check the result.

Use A Studio Script

After selecting Studio Script, the dataset stores a script-backed computed field. The dataset preview does not calculate this value directly. Instead, a chart Binding Script writes the value when the chart queries data.

After saving the dataset, configure a chart binding script to write returned values into this computed field. See Charts - Binding Script.

Studio-script computed fields are useful for:

Scenario	Description
External metrics	Fill a metric from an external service or script result
Complex rules	Use multi-step logic that is hard to maintain as an expression
Chart post-processing	Calculate target values, achievement rates, or forecasts from aggregated chart data

Fields And Metadata

Select Fields And Metadata to manage dataset fields.

Column	Description
Source Field	The source form, original field name, and API Name
Name	Display name used in charts
Role	Whether the field is a dimension or measure
Aggregation	How a measure is calculated
Status	Whether the field is enabled in the dataset

Dimensions And Measures

Role	Description	Examples
Dimension	Used for grouping, categories, and filters	Customer Type, City, Owner, Created Month
Measure	Used for numeric results	Order Amount, Order Count, Handling Time

Changing the role updates the default aggregation.

Aggregation

Aggregation	Description	Common Use
Sum	Adds numeric values	Order Amount, Payment Amount
Average	Calculates the average	Average Handling Time, Average Score
Count	Counts records	Order Count, Ticket Count
Distinct Count	Counts unique values	Customer Count, Owner Count
Max	Uses the largest value	Highest Amount, Longest Duration
Min	Uses the smallest value	Lowest Amount, Shortest Duration

Number fields can use all aggregation types. Non-number fields usually support count and distinct count.

Field Status

Status	Description
Visible	The field can be used in charts
Hidden	The field stays in the dataset but is hidden from normal chart configuration

If a source form field is deleted or changed, the dataset may show invalid fields. Invalid fields can be remapped to compatible fields or deleted in bulk.

Preview Data

Preview data after configuring the primary form, joined data, or computed fields.

Check that:

• primary form records are correct
• joined records match as expected
• the join type does not unexpectedly add or remove records
• computed field results are correct
• field names are clear for business users

Click Save after confirming the result.