Add new dataset (based on a server)

You can add a new dataset using data from various data sources. This topic describes how to create a dataset based on a database. For details, see Data sources.

If you want to base your dataset on a file, see Add new dataset (based on data files).

  • You have the Datasets Creator role. The role is granted by an administrator in Access Manager.
  • You have user rights for the server or database that you want to use.
  • To connect to data, you need to have one of the following:
    • A saved or shared data connection
    • Connection details to a server

Note: You can return to the dataset and edit columns at any time later. For details, see Edit dataset.