Conga Product Documentation

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Creating Physical Datasets

Ensure you have access to the Reports & Dashboards app.

A physical dataset is built directly from an existing database table. It doesn't require writing SQL queries or transforming the data. This type of dataset is best for simple use cases where the table's existing structure works well for reporting and analysis.

Note:

Creating Virtual Datasets with only the required columns (projections) is a recommended approach. It helps optimize performance, reduce data load, and improve the clarity and relevance of your visualizations by including only the data needed for analysis.

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, go to Shared Apps, and select Reports & Dashboards.
  3. Click Dashboard Designer.
  4. Go to the Datasets tab from the top menu.
  5. Click + DATASET.
  6. Select the connected database, schema and table (object) you want to use.
  7. Click CREATE DATASET AND CREATE CHART.
    A dataset is saved and you are redirected to the Create a New Chart screen.
  8. Choose the chart type and click CREATE NEW CHART.
    You are redirected to the chart edit screen, where you can configure the chart and add it to the dashboard. For more information on how to create a chart, see Creating Charts (from Step 7).
The physical dataset is now available under the Datasets tab and can be used to create charts and dashboards. Physical datasets are indicated by black grid icons on the Datasets screen and are also designated as Physical under the Type column.
You can edit its settings to further customize how it is used in charts and dashboards. From the dataset detail view, click the pencil icon to adjust column labels, define or modify calculated columns, set default metrics, or apply filters. For more information, see Editing Datasets.