Dataset Metadata

Selecting the Dataset Name from the Dataset List will open the Dataset Metadata screen

This contains:

Some options can also be accessed directly from the Dataset List by

  1. Selecting the checkbox for a Dataset
  2. Selecting the Edit icon will open the Dataset Metadata screen
  3. Selecting the More detail Menu to select from:

Label Property

The label property is used within Workspace to display against nodes and is shown as the default node label in all slides

Users can change the Label for their Dataset via the edit metadata page for a Dataset by:

  1. Clicking the Label field on the Dataset Metadata Screen
  2. Selecting the new property to use as the label from the list

Changing the Label will only update the Dataset and not apply to any views or drafts previously created

So if the Label has been changed for a Dataset it will be shown when any Pack is next opened directly from that Dataset

However, the original label property will continue to be displayed on any packs created from a previously created draft or view

Parent ID

It is possible to change the ID used in a hierarchical Dataset to parent by and therefore display different hierarchy structures

This may be useful in Datasets with matrix reporting structures

To change the property used to parent by simply:

  1. Click the Parent ID field on the Dataset Metadata Screen
  2. Select the property from the pop up window

Changing the Parent ID property will change the hierarchy in any pack created from the Dataset when the pack is next opened in Workspace

Note: For any existing views or drafts, this change will not propagate down and the initial “parent by” for the view and draft will remain

Dataset Filter

A Dataset Filter is similar to a View created in Workspace as it allows users access to specific records and properties from a Dataset based on a property tagged with aggregate in settings

The difference however is that it may remain fully editable (subject to permissions applied by the Dataset owner) and any data edited will be reflected in the base Dataset as soon as the filtered Dataset is saved

Any changes in the base will also show in the filtered version


To create a Dataset Filter:

  • A. Firstly ensure that any properties you wish to filter on are tagged aggregate in the Property Manager for the Dataset
  • B. If you wish to preserve ghost nodes in the prefiltered Dataset ensure that the Parent ID has the tag index
  • C. To provide update access to the prefiltered Dataset, the source Dataset must have the permission tag filter-update:<role> in addition to any permission tags applied to the prefiltered Dataset

Create Dataset Filter

To create a Dataset filter once any required properties are tagged aggregate you can either:

  • Select the Dataset on the Dataset List, then open the menu and select Create Dataset Filter
  • From the Dataset Metadata screen of the Dataset, open the menu and select Create Dataset Filter

This will open a window to create the prefilter with the following detail:

Important: once created a dataset filter cannot be edited so any changes will require the dataset filter to be deleted and a new one created

  1. Enter name of prefilter to be shown on Workspace
  2. Select a property tagged “aggregate” to filter on

    Note: Only text and Boolean properties may be used to filter on

  3. Select the buckets from the “Filter on property” to include in the filter
  4. Add further properties to filter on

    Note: The buckets are created using an AND statement
    This means that if a Node is to be included in your data slice where more than two properties are used as buckets, then it must satisfy both conditions e.g. Location = UK AND Department = Project Delivery

  5. Number of nodes included in filter shown

    Note: The filter must contain more than 0 nodes to allow creation

  6. Add any permission tags to enable access

    Permissions are applied to items using the format permission:role e.g. the permission tag view:user will enable all accounts to access the item tagged, as Read only
    See Permissions for more detail

  7. Select the property that will be used to create the hierarchy
  8. Unselect the properties that you do not wish to include in the prefilter
  9. The number of properties selected will be shown
  10. Select the create button to complete the creation process

Delete Dataset Filter

Once created, the Filtered Dataset will be available to use in Workspace but will not be shown in Dataset List and cannot be amended once created

To delete a Filtered Dataset in Workspace:

  1. Click the menu button
  2. Select Delete Prefilter

Copy Dataset Property Metadata

It is possible to copy all the property metadata from one Dataset to another Dataset

This allows you to make a copy of a Dataset's structure so that you can recreate it in another Workspace without copying the actual node data

To copy Dataset property metadata either:

  • Select the Dataset on the Dataset List, then open the menu and select Copy Data Properties
  • From the Dataset Metadata screen of the Dataset, open the menu and select Copy Data Properties

This will open

1 Select Metadata

On the Select metadata screen:

  1. Select which properties from the source Dataset are to be copied
  2. Select the target Dataset type and Dataset name from the dropdown list. This list will only display active Datasets and the Dataset type will initially default to match that of the source Dataset
  3. Select the option to include any property tags when copying the Dataset structure
  4. Select Next to progress to the next step

Note: It is not possible to:

  • Copy property metadata between Datasets in a master and sub tenant
  • Copy from_id, to_id and link_id from a links Dataset

2 Summary

  • A. The Summary page will display the changes that will be applied to the target Dataset split by:
    1. Properties added
    2. Properties changed
    3. Properties unaffected
    4. Properties unaffected due to permissions
  • B. The properties shown in the list will be color coded to show what level of change is being applied
  • C. Once the change summary has been reviewed click, Copy to complete the process or Cancel to exit the process

Note: The process of copying property metadata will not delete any properties from the target Dataset so this line of the summary will always be zero

3 Confirmation

The final page will display a confirmation message that the properties have been successfully copied

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