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Advantage Platform Administration

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Conga Product Documentation

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Advantage Platform Administration

Reports and Dashboards

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Creating Virtual Datasets

Ensure you have access to the Reports & Dashboards app, and you are familiar with the SQL query needed to define the required dataset.

You can create virtual datasets when your reporting needs require combining or transforming data beyond a single table. A virtual dataset is built using a custom SQL query, allowing you to join multiple tables, filter data, or apply complex transformations before using the data in visualizations.
  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. Hover your cursor over SQL tab and select SQL Lab.
  5. Select the connected database, schema and table (object) you want to use.
    All columns with datatype appears next to the SEE TABLE SCHEMA field.
  6. You can preview the selected table under the SQL query editor and copy the preview result using the COPY TO CLIPBOARD button.
  7. In the SQL editor, enter your custom SQL query and set the result limit as needed.
    Tip:

    To auto-format your query, click the ellipsis icon and select Format SQL.

  8. Click Run to execute the query and view the result.
  9. Optional:

    To download the result, click DOWNLOAD TO CSV.

    To copy the result, click COPY TO CLIPBOARD.

  10. Click SAVE to save the query.
  11. From the SAVE dropdown, select Save Dataset. Choose to either create a new dataset or overwrite an existing one.
  12. Click SAVE & EXPLORE.
  13. A dataset is saved and you are redirected to the create a new chart screen. For more information on how to create a chart, see Creating Charts (from Step 7).
The virtual dataset is now available under the Datasets tab and can be used to create charts and dashboards.VIrtual datasets are indicated by blue grid icons on the Datasets screen and are also designated as Virtual 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.
Administrator Guide
Conga Advantage Platform Administration

November 3, 2025