Analysis Result Dataset Usage Instructions

Usage Background

1. Analysis result data in BI dashboards (such as query or filtered report results) can be directly reused by business systems (such as ERP, etc.). Users hope to directly push such result data to business systems with one click, reducing secondary development of similar data analysis in business systems.

2. In certain scenarios, customers hope that after users complete interactive data analysis in BI dashboards, they can directly export the result data to target business databases, reducing redundant operations of downloading and uploading intermediate data.

3. Currently, the GuanBI system data does not have the ability to directly write to external databases, and can only provide data externally through methods such as data API interface connections, data file downloads, and FTP exports (dataset subscriptions).

4. The data development platform can access BI platform data through GuanIndex datasets and write data to external databases.

Function Scope

1. Supported Card Types

Table-type cards: Table, Carousel List, Detail Table, only these 3 types of cards have this function; hereinafter referred to as "cards".

2. People Who Can Operate

Owners and regular users (regardless of whether they are page owners or visitors). Read-only users cannot operate.

Operation Steps

1. In the card creation/editing page, add the "Save Analysis Results" configuration function.

1. You can configure export fields, user attribute information, and export location;

2. You can customize the display name of this function in the dropdown function menu in the top right corner of the card (the default name is "Save Data", users can customize the naming, as shown in the figure below named "Task Send");

After adding, you can configure again, such as modifying the data structure, which will generate a new output dataset;

2. In the Data Center, you can find the created analysis result dataset. On the details page, you can click to jump to the corresponding card.