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Intro

DataSet Views in Views Explorer give you a simple, yet powerful way to explore—filter, group, and aggregate—and even combine your data in a spreadsheet interface, without having to build a transform DataFlow. DataSet Views is available in Analyzer, so you can create and edit the view while building a visualization. DataSet View creation and editing takes place inside the Views Explorer. The Advanced SQL Editor allows users proficient in SQL to create a DataSet View, and the AI Assistant can help you craft your SQL queries.

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Learn your way around Views Explorer and learn about the Advanced SQL Editor in the following topics:

• Permissions
• Access Views Explorer
• Use Views Explorer
  • Add Columns
  • Rename Columns
  • Move Columns
  • Add Calculated Column
  • Remove Columns
  • Perform Joins
  • Perform Unions
  • Filter Data
  • Group Data
  • Sort Data
  • Limit Data
  • DataSet suggestions
  • Version history
  • Change controls
  • Save DataSet View
  • Export DataSet View
• Advanced SQL Editor with AI Assistant
  • Use the Advanced SQL Editor
  • Use AI Assistant to write a query
• FAQ
  • General
  • Advanced SQL editor with AI Assistant
• Video — DataSet Views Explorer Overview

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Permissions

Permissions are as follows:

• DataSet Views — Admins or users with either the Edit DataSet or Manage DataSet grant enabled for their role can use DataSet Views. Learn more about Managing Custom Roles.
• Advanced SQL Editor & AI Assistant — The Advanced SQL Editor is available to all users with Edit permission to a DataSet View. The AI Assistant is limited to users who have the Use AI Services grant​ enabled for their role.

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Access Views Explorer

There are two ways to access Views Explorer—from the Data Center or within Analyzer. Learn how to use DataSet Views with Analyzer. To access Views Explorer from the Data Center, locate and select the DataSet you want to create a DataSet View from to open and display its Overview tab. Select Open With > Views Explorer.

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Use Views Explorer

The Views Explorer allows you to view all rows in the DataSet or to sample a set number of rows to enable your changes to be seen more quickly without waiting for changes to display for every row. To configure a sample preview from the top navigation of View Explorer, select Data Preview > Sampled. Then enter the number of rows for the sample size.

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Appearance Controls

Selecting Controls in the top ribbon of your View allows you to choose default or monospace text and how to handle null values and decimals. Navigate through the following topics to learn how to use Views Explorer:

Columns

• Add Columns
• Rename Columns
• Move Columns
• Add Calculated Column
• Remove Columns

Joins & Unions

• Perform Joins
• Perform Unions

Filter & Sort

• Filter Data
• Group Data
• Sort Data
• Limit Data
• DataSet suggestions

DataSet View Controls

• Version history
• Change controls
• Save DataSet View
• Export DataSet View

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Add Columns

Sometimes you may want to add a duplicate of one or more columns to the DataSet View. You can do this by adding a column(s). To add a column to the DataSet View, select Add Column (or hover over Add and then select Add Column). The Add Column panel displays on the right of the Views Explorer. Use the search tool to locate the column(s) you want to duplicate and/or select the checkbox for each one. If you want to select all of the columns, select the checkbox labeled xx Columns. After selecting all of the columns you want to duplicate, select Add xx Columns. The duplicated columns appear next to the original column of the same name, with the same title and a number in italics. The original version of the column is 0 (not shown) and any duplicates begin with 1.

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Rename Columns

Rename a column by hovering over the column name until the Edit icon displays. Then click on the name to make the field editable. Click outside of the field to save your changes.

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Move Columns

Reorder columns in the left panel by using the handles to drag the columns in the correct order.

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Add Calculated Column

Add a new calculated column to your DataSet View by opening the Add Column panel and selecting Create Calculated Column. The Calculated Column Editor displays. Enter your calculation in the Formula field of the editor. When you have finished writing your calculation, select Create Calculated Column. This automatically adds the new calculated column to your DataSet in Views Explorer. To save the calculated column to your DataSet, you must save your DataSet as a new DataSet View.

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Remove Columns

Remove a column by selecting the kebab menu for the column and choosing Remove. To remove multiple columns, you can also choose the Select All option from the columns on the left and the delete icon.

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Bulk Removal

To remove multiple columns at the same time, select the checkboxes for the columns you want to remove and select Delete.

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Perform Joins

To join DataSets in Views Explorer, toggle the DataSet side of the left panel. Select + Add Join to display the Join new DataSet modal. Select a DataSet to join and select columns from both DataSets to use as a join key. You can select + Add Key if you want to configure multiple join keys. Choose the join type for the DataSets— left, right, or inner join—then choose Select Columns. Choose which columns from both DataSets you want to include in the joined DataSet. To make changes to the join configuration, select Edit Join Configuration. After choosing which columns to include, select Save. Your joined DataSet now displays in the DataSet side of the left panel in Views Explorer.

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Perform Unions

To union your DataSets using Views Explorer, toggle the DataSet side of the left panel. From there, select the Add Union button. Select + Add Union to display the Union configuration modal. In the modal, select + Add Source to choose the DataSet(s) you want to union, then select Save.

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Filter Data

Filter columns in your View by using the + Filter option at the top of the View. When choosing your Filter, you can toggle between viewing the selected columns and viewing the available columns to use with Filters. After you have configured one Filter, you can add another by selecting + Filter again and then + Add Filter. To remove a Filter, select Remove.

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Group Data

Grouping data helps you to see only columns you are interested in and aggregations that summarize the data from the categories you select. To Group data, select + Group at the top of the View. In the Setup Group By modal, drag the column(s) you are interested in to the Categories section. Then drag the column(s) you want to aggregate by to the Aggregations section. After choosing your category(ies) and aggregation(s), you can configure your aggregation(s). In this example, we are configuring the COUNT of our aggregation. When you are finished, select Finish to close the modal. To remove the grouping criteria from your View, open the Setup Group By modal and select Remove Group By.

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Sort Data

You can sort your data in the following ways, depending on data type:

• Alphabetically (A–Z or Z–A)
• By date
• Low to High or High to Low

To sort data, select + Sort at the top of your View. Then select + Add Sort. You can add multiple sort criteria and change the way they are applied by using their handles to drag them. Remove a sort by selecting Remove.

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Limit Data

Limiting data means the DataSet will only return the number of rows you have chosen, sorted by the sorting rules you select. To limit the number of rows in your data, choose + Limit and add the number of rows you would like to include in your DataSet. Then choose an offset number. Select Apply to see your changes reflected in the View.

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DataSet Suggestions

The DataSet Suggestions tool in the ribbon at the top of your View helps you review items like outliers and constant values in your View so you can filter them out or remove them.

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Version History

Use the version history to revert to a previous version of your DataSet View. In the ribbon at the top of your View, select History to open the History panel. Find the version you want to revert to and select it. Select Restore Version.

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Change Controls

In the top navigation, there are three controls you can use as you make changes to your View.

• Undo — Use Undo to undo your last change.
• Redo — If you Undo something by mistake, use Redo to redo the undone change.
• Revert to original — Use Revert to undo all of your changes to this View.

In the top navigation, select Close to close the DataSet View without saving.

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Save DataSet View

After making changes to your data, you can save it as a new DataSet View. In the top navigation, select Save As. In the modal, choose a new name for your View and select Save. After saving, your DataSet View appears in the Domo Data Center under DataSets, with the DataSet View icon: You can share your DataSet View with others.

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Export DataSet View

To export your DataSet View, select > Export. The DataSet View is exported as a CSV file.

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Advanced SQL Editor

The Advanced SQL editor for DataSet Views allows you to get help from an AI Assistant to translate natural human language into complex data queries. See the FAQ for answers to common questions.

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Use the Advanced SQL Editor

In Views Explorer, select SQL Editor to open the Advanced SQL Editor. A message displays, warning that you are losing your existing view properties by switching to the editor. To continue, select Enable SQL Editor. In the Advanced SQL Editor, you can write a valid SQL query and select Apply. The results are displayed below the editor.

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Use AI Assistant to Write a Query

In the SQL editor, write any text in natural language that describes the results you want to see and then press Enter or select Create SQL. The AI translates your query into SQL and adds it to the SQL editor. You can add more DataSets by selecting + DataSet. This instructs the AI Assistant to find the information you need by joining the additional DataSets to the main DataSet.

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FAQ