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Dataset Summary

A dataset summary provides a way to display information in various ways from the project database. If for example you had a dataset for managing support tickets, you might create a dataset summary to display a summary view of only open support tickets that are 3 days or older. A dataset summary can also be used to display information from system tables within the database. The following example displays a list of user accounts:

1. Select the page that you want to add the dataset summary to.

2. Click 'Edit Page'


3. Click the 'Insert Page Object' icon.


4. Select 'Dataset Summary' and then click 'Insert'


5. Click anywhere on the 'Dataset Summary' panel to display properties.

6. In the 'Datasource' list, select 'SQL Query'

7. Enter the query: "select * from [_users]" and then click 'OK'


8. The 'Click to Insert' list should now contain a list of fields.

9. Click 'UserName', 'FullName' and then 'Security Group' to add those columns to the dataset summary.


10. Click 'Save' to save and switch to live mode.

11. You should see a list of usernames.



Dataset Summary Properties

Property

Description

Data Source

This is the database table that data will be displayed from. A custom SQL query can be defined by selecting 'SQL Query'

Click to Insert...

Click a field in the list to add it to the dataset summary. This list is generated based on the Datasource.
Open Page

This is the page that will be displayed when a record is clicked in the dataset summary. Only pages containing datasets will be listed.

Allow Add

If checked, the 'Add Record' button will be displayed allowing users to add records to the associated dataset.
Allow Delete If checked, the delete icon will be displayed allowing users to delete records from the associated dataset.


See also

Dataset
File Folder
Toggle Panel
Report