Creating an application data set from the Data Source Library

The Load Data from a Database option for creating a new data set allows you to create a data set from a data source in the Data Source Library. When you create the data set, you provide filters to limit the amount of data.

1. In the list of available data sources, to display details about a data source, click the drop-down arrow next to it.
   
2. To display a preview of the data, click the Preview button.
3. To select the data source you want to use, click its radio button.
4. Click Next.

   For an Oracle BI data source, you are prompted to provide a user name and password to verify your access to the data.

   After the authentication is verified, if you are able to filter the data, the Define Data Scope page is displayed.

   
   
   

   The page lists the attributes for which you can create filters.

5. To display the filter fields for an attribute, click the expand/collapse arrow for the attribute.
6. For numeric and date/time values, you can set up a range of values.
   
   1. From the comparison type drop-down list, select the type of comparison to use.
   2. In the field or fields, enter the value or values to use for the comparison.

   For a string attribute, you set up a list of values to include:

   

   To add a value to the filter:

   1. In the field, type the value to include in the filter. The values are case-sensitive.
   2. Click Add Value.

   When entering filter values, you can either type the value manually, or select from sample values. To use sample values to populate a filter field:

   1. Click Get Sample Values.

      A partial list of available values for the attribute is displayed.

      
      
      
   2. To add a sample value to the filter field, click the value.
7. When you are finished creating the filters, click Next.
8. On the next page, under Define Data Set:
   
   1. In the Data set name field, type the name of the data set.
   2. From the Default Search Language drop-down list, select the language to use to index the data for search.
   3. When adding a data set to an existing application, to automatically create refinement rules between the two data sets, check the Automatically create refinement rules checkbox.

      If you enable the automatic refinement rules, then Studio creates rules to link attributes that have the same name, multi-value setting, data type, and refinement behavior.

   4. Configure the attributes for the data set. See Reviewing and revising the attributes for a new data set.
9. After configuring the attributes, click Done.

   Studio adds the data set to the application.

   While Studio is creating the data set, the Endeca Server domain is temporarily set to be read-only. Once the data set is complete, it becomes writeable again.

   When you add a new data set to an existing application, Studio adds a new page to the application. The page is named for the data set.

   Note that if there is a problem creating the data set, the new page may still be created. You can either update the components to link to views from other data sets, or remove the page.