Add a 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 a dataset based on data files.

Prerequisites
  • You have all the necessary role permissions granted by an administrator in Access Manager.

  • You have access to a 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

Procedure

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

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