Skip to main content

Dataset Consumption and Usage

Overview

After users ingest a dataset into Guandata BI, they use it for analysis and create downstream resources such as ETLs and Cards. Before a dataset is used, its permissions and data security settings should also be managed to ensure compliant and secure usage. To help users understand how a dataset is referenced, Guandata BI provides dataset detail views that show related Cards, Dashboards, ETLs, real-time datasets, and View Datasets.

This article explains those configuration items in detail.

User Guide

Permission Management

Concepts

To ensure secure and compliant data access, it is important to assign appropriate permissions to each dataset. Guandata BI lets users grant dataset access through Owners and Users in the Permission Management window.

  • Owner: A user or user group with management permissions on the dataset. Owners are usually creators of the dataset and can update, move, delete, and share the dataset.
  • User: A user or user group with viewing and usage permissions. Users can create Cards and ETLs from the dataset and view its basic information, but cannot modify the dataset itself.

Entry Points

Dataset permissions are divided into owners and users, and there are two entry points for managing them.

Entry 1: Click the ... button in the dataset operation bar and open the Permission Management window.

Entry 2: Open a dataset detail page and click the + button beside Owners or Users to open the same permission window.

From the Users tab, you can authorize new users or remove existing users. The owner page works similarly, except that read-only users cannot be added as owners.

In addition, Guandata BI lets users copy the current permission rules to other resources through the Copy Permissions feature.

Data Security Controls

To meet enterprise data security requirements, Guandata BI supports security controls for datasets. For example:

  • Row and Column Permissions: Restrict visible rows or columns for different users or groups.
  • Data Masking: Automatically mask sensitive fields such as phone numbers or IDs when data is viewed.
Notes
  1. In addition to configuring security settings on the dataset detail page, users can also configure reusable templates in the Data Security Template area. For details, see Data Security Template.
  2. Data Masking affects display only, not calculations, and can be combined with column-level access control.

Row and Column Permissions

Row and Column Permissions provide row-level and column-level access control for datasets. Different users or user groups can be restricted from viewing certain fields or field values.

Users can configure row and column permissions on the dataset detail page through Custom Configuration, or quickly reuse an existing permission template through Apply Template.

Data Masking

Data Masking means Guandata BI can transform sensitive information according to masking rules so that private data is protected during viewing.

Users can use Intelligent Detection on the dataset detail page to identify sensitive fields and apply different masking rules and scopes. Masking templates can also be reused through Apply Template.

Notes

Data Masking Template is an add-on module.

Card Creation

After dataset security controls are configured, the dataset can be used as a data source for Cards and Dashboards. To view all Cards and Dashboards related to the dataset, open the Cards tab on the dataset detail page.

Typical operations include:

  • Switch Dataset in Batch: Select multiple Cards and switch their datasets at once, or switch all Cards with one click.

  • Create Card: Click Add Card to jump directly to the Card editing page and start visual analysis.

    In addition to the card editing details page, you can also create new cards on the current dataset details page. Select Add Card to jump to the card editing page.

Related Creation is used to view whether the current dataset, as a parent resource, has been used to create other BI resources, including ETLs, real-time datasets, and View Datasets.

Open the Related Creation tab on the dataset detail page to view all associated resources and jump directly to their detail pages for further operations.