Manage Datasets

This section explains on how to create, add, update, download, delete Datasets and also on how to view the version history of Datasets in the Syncfusion Report Server.

Datasets that are accessible by the user depending on the user’s permission is displayed in the Datasets page.

Manage Data Sets

Create Datasets

Dataset can be created only if the user has Create All Datasets permission.

Steps to create a Dataset

  1. Click on the Create button in the menu and select Dataset to create a dataset.

    Create DataSet

  2. Fill in the form with name and description of the dataset and select the dataset to create the dataset.

    Create DataSet2

  3. When clicking on Create, the dataset will be created as shown below,

    Created DataSet

NOTE

Read Write Delete permission for that Specific Dataset will be added for the user who created the dataset.

Add Datasets

Dataset can be created only if the user has Create All Datasets permission.

Steps to add a Dataset

  1. Click on the Upload button in the menu and select Dataset to add a dataset.

    Upload DataSet

  2. Fill in the form with name and description of the dataset, provide the .rsd file to upload and select the datasource if the report uses a shared datasource. In the select data source dialog, you can either select a data source that is already in the Report Server or create a new data source at that time itself.

    Add DataSet

  3. When clicking on Save, the dataset will be uploaded into the Syncfusion Report Server as shown below,

    Added DataSet

NOTE

Read Write Delete permission for that Specific Dataset will be added for the user who created the dataset.

Create Report with Datasets

Click the Actions button in the Datasets grid context menu and select Create Reports to create report with a dataset.

Update DataSet

Edit DataSets

Click the Actions button in the Datasets grid context menu and select Edit to edit a dataset.

Update DataSet

Share Datasets

This section explains on how to share datasets with the other users in the Report Server.

Steps to share a dataset

  1. Click the Actions button in the Datasets grid context menu and select Manage Permissions option.

    Manage Permission

  2. Select the permission access from the Select Access dropdown and select the users or groups to share the dataset.

    Share Dataset

  3. After selecting the access and users or groups, click on the Add Permission button.

    Add Permission

NOTE

Only the user who created the dataset can share the dataset with other Report Server users.

Remove Permission

The user who created the dataset can remove the shared dataset permissions using the Remove option in the Actions column of the each permissions.

Remove Permission

Download Datasets

Click the Actions button in the Datasets grid context menu and select Download to download the Dataset in .rsd format.

Download Dataset

Version History

Versions and file logs for each Dataset are maintained in the Report Server for every changes in the Dataset. Check Version History section in Manage Reports for more details.

Delete Datasets

Datasets can also be deleted from the Report Server when they are no longer required.

Click the Actions button in the Datasets grid context menu and select Delete to delete the Dataset.

Delete Dataset

NOTE

Dataset cannot be deleted if a report uses it.

REST API Reference

The following table illustrates the list of available APIs related to datasets in Syncfusion Report Server.

Action HTTP Method Endpoint Description
AddDataset POST /api/v5.0/reports/datasets Adds a new dataset to the server. Dataset details must be passed as input.
UpdateDataset PUT /api/v5.0/reports/datasets Updates the dataset in the server. Updated dataset details must be passed as input.
GetDataSets GET /api/v5.0/items Returns the list of datasets for current user. ItemType should be Dataset.
GetDataSetLocation GET /api/v3.0/items/{itemId}/location Returns the item location of the specified dataset. Specific DataSet ID should be passed in path parameter.
IsDataSetNameExists POST /api/v2.0/items/is-name-exists Returns an item existence whether the given dataset name already exists or not in server. Dataset name and ItemType as DataSet should be passed in request body.
GetDataSetDetail GET /api/v2.0/items/{id} Returns the specified dataset details from the server. DataSet item ID should be passed in path parameter.
DeleteDataSet DELETE /api/v2.0/items/{id} Deletes the specified dataset from the server. DataSet item ID should be passed in path parameter.