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Form Dataset

Overview

Feature Description

Data collected through Form Entry can be used in the Guandata BI platform. By selecting Form Dataset in Datasets, users can automatically connect the required form data and then perform further data processing and visualization analysis.

Use Cases

Using the Form Entry capability, collected form data can be extracted into BI for further analysis or processing.

For example, a marketing team can use Form Entry to collect customer feedback, market research data, or product testing results. Guandata BI can then organize and analyze this data to help the team understand market demand, product strengths and weaknesses, and customer satisfaction, providing a basis for product iteration and market strategy decisions.

Prerequisites

When connecting a Form Dataset, users need to select an existing form. Therefore, the form must be created in advance. If the form has already been created, this step can be skipped. Otherwise, see Form Entry - Form Design.

User Guide

Create a Form Dataset

Entry point: Data Preparation > Datasets > New Dataset > Application > Form Dataset.

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Select the Data Table

Select one or more data tables. The storage path of the form is displayed in the lower-left corner of the page. Click Next.

Configure Data Updates

Configure data updates in this section, including scheduling status, dataset update cycle, and task priority. The detailed configuration process is not expanded here. See Standard Database Connection Guide - Data Connection and Update Configuration.

Note

The configured update time applies to all selected data tables in this setup.

Confirm the Data Table Information

After confirming that the data is correct, specify the dataset name and storage location, enter a description if needed, and click Confirm Creation.

Manage the Created Dataset

After creation, the dataset can be found in the corresponding directory. Click it to open the details page, where you can view the overview, related Cards, data security, and model structure, and edit certain configuration items.