Select Dataset dialog box

The Select Dataset dialog box allows you to select and add a new dataset to a document. The components of the dataset that you select will appear in the Dataset Objects panel located to the left in the Document Editor.

The following options are available:

Select your dataset report below: From the drop-down list, select the folder where your dataset report is stored.

Search for: Type the name of the dataset report that you want to find. Click the icon to locate the dataset report.

Available: This pane displays the contents of the folder selected from the drop-down list above. For instance, if you select the Shared Reports folder, all of the Shared Reports folder's subfolders will display in the Available pane. You can click the subfolder links to find the dataset you want to add to your document.

Import new data: Click this link to import data from a data source, such as an Excel spreadsheet, text file, Freeform SQL query, or Salesforce.com report, then use the imported data as the document's dataset. For background information and steps to import data, see About importing data.

After you select the dataset, click OK to add it to the document and return to the Document Editor.

To access the Select Dataset dialog box:

Click the Add Dataset icon in the Dataset Objects panel.

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