Add a Data Set

The steps for adding a data set differ depending on the version you have installed. Select the version you are on below to complete the task:

A dataset fetches data from the data source to display in a report. The DataSet panel is where you provide a command type and query string and choose other options for your dataset. Common Values can also be used and are generic report fields that can be added to a report.

  1. Open the Report Designer.
  2. Click the Data tab.
  1. Click Add Data Set.

  1. Enter the Name of the data set. Data set names cannot have spaces.
  1. Select Command Type. The default is Text.
  1. Enter a query to gather the desired fields from the desired database tables.

These are the fields that are used to create reports.

  1. Click Validate.
  2. Click OK.

The fields appear in the Data Sets panel on the right side. Now these fields can be dragged and dropped in to a report.

A data set fetches data from the data source to display in a report. The DataSet panel is where you provide a command type and query string and choose other options for your data set. Common Values can also be used and are generic report fields that can be added to a report.

  1. Open the Report Designer.
  2. Click the Data tab.
  1. Click Add in the Data Sets section.

  1. Double-click the DefaultDataSet.

It appears under the Data Sets section.

  1. Click Edit Data Set.

  1. Edit the Name of the data set. Data set names cannot have spaces.
  2. Select Command Type. The default is Text.
  3. Enter a query to gather the desired fields from the desired database tables.

These are the fields that are used to create reports.

  1. Click Validate.

NOTE: If you are an Oracle client and validate doesn't work, remove the ending semicolon and click Validate again.

  1. Click OK.

The fields appear in the Data Sets panel on the right side. Now these fields can be dragged and dropped in to a report.