<< Click to Display Table of Contents >> Current:  Create Data Set > Self-Service Data Set  Create Self-Service Data Set

1) Click the quick startup shortcut of Yonghong Z-Suite.

2) Open the browser and enter "http://hostname:8080/bi/Viewer" in the address bar to log in to the client. The hostname here refers to the IP address of your PC. For local access, you can use localhost. 8080 is the default port number. If the default port number is changed during installation, use the correct port number.

3) Enter your username and password and then log in to the homepage.

4) Click "Create Data Set" to enter the page for creating a data set. Refer to SQL data set for other ways to access the self-service data set.

5) In the Create Data Set module, click "New" on the menu bar and select "Self-Service Data Set" to open the self-service data set page.

In Self-Service Data Set, data can be treated by adding different types of nodes, and adding connections between nodes for data processing.   Nodes are mainly classified into input node, intermediate node (Assosiation nodes, and Convert nodes) and data set result node. The nodes can be added to the blank canvas area of the Self-Service Data Set by dragging.

 

❖Input node

The right-click menu of  input nodes includes: Open, Rename, Show All Columns, Hide All Columns, Copy, Delete and Refresh. By refreshing node data can be updated.

Input nodes can be dragged directly from the "Data" area of the data set asset tree on the left.The drag-and-drop node can be classified into three types:

a) General data set. After the data set node added to the canvas, users can check the detailed information by double clicking node.

Note: Composed Data Set is not supported.

b) Tables or views in the data source

c) New Query: The self-service data set provides unique and convenient ways for you to create data set by Connect Database Table, Import Excel Data, or Create Embedded Data.

 

Input node can only connect one output node, mirror node excluded.

 

•Connection database table

Drag "Connect Database Table" under "New Query" from the left data set asset tree to the blank canvas on the right. Then a page similar to  SQL Data Set pops up. As shown in the following figure, select  MYSQL database, and set connection properties. In the area for choosing tables, select a data table or view, such as coffee, click "Save and Apply" to save the connecion in the name of mysql_tree and at the same time apply the table to the specified location.

The connection named mysql_tree will be generated under the "Connection" folder on the data set asset tree. A node with the same name as the name of the table will be added to the canvas as well.

 

•Import Excel Data

Drag "Import Excel Data" under "New Query" from the left data set asset tree to the blank canvas on the right.You can upload Excel, CSV, TXT or LOG files, and then click "Save and Apply" , as shown in the following figure. A corresponding Excel Data Set will be generated at correct position on the data set asset tree. An Excel data set node with the same name as the name of the data set on the asset tree will also be generated on the self-service canvas.

 

•Create Embedded Data

Drag "Create Embedded Data" under "New Query" from the left data set asset tree to the blank canvas. Set data, and then click "Save and Apply". A corresponding Embedded Data Set will be generated at correct position on the data set asset tree. An Embedded Data Set node with the same name as the name of the data set on the asset tree will also be generated on the self-service canvas.

 

❖Association and Convert Nodes

Association nodes are classified into Join node and Union node. By associating nodes, multiple different tables can be combined into one table

Connection node can connect multiple input nodes. Except mirror nodes, other association and conversion nodes can have only one output. The number of mirror nodes that can be connected is greater than 1.

Conversion nodes are classified to Unpivot node, Aggregate node, Auto Loop node, Mirror node, and De-duplication node.

The right menu of Join node and Convert node includes, Edit Node, Rename, Show All Columns, Hide All Columns, Delete and Refresh (Mirror node and De-duplication node  excluded. The right menu of them has no  Edit Node).  A dialogue box will automatically pop up when the Join node and Convert node are connected to the input node for the first time.

 

❖Result node

Result node is the final node after data processing of all node data. There is only one input for Result node.

The right menu of the node provides "Rename". 

 

❖Editing Nodes

[Node selection] To select a single node, click the node. To select multiple nodes, press Ctrl and select the nodes, or drag the mouse to select single or multiple nodes.

[Filter] Select a single node, and then click Add Filter in data area. Open the Filter dialog to define the filter. The Filter can be set separately for each node.

[Open] Suppose the input node is a data set, select the node and click the right menu to choose Open item. Then the data set can be opened for editing. You also can double-click the input node for  directly opening the data set and editing. 

[Edit Node] Select a Association or Convert node. Choose "Edit Node" from the right menu to edit the node. Or double clicking the node for editing. Mirror and de-duplication nodes are excluded.

[Rename] The node can be renamed by clicking rename from the right menu.

[Copy] Select the node and choose "Copy" from the right menu.

[Paste] After selecting "Copy" from the right menu, click the right mouse at the blank space of the canvas to paste and then the copied node generates a copy.

[Delete] To delete one node, right-click the node and choose "Delete" from the right menu. To delete one or more nodes, press Ctrl  or drag the mouse to select single or multiple nodes and press Delete on the keyboard. Nodes and their input and output connection lines can be also deleted, but data set result nodes cannot be deleted.

[Refresh] Click the right button to refresh which can synchronize and update the data.

[Hide all columns]: Hide all columns in  Metadata.

[Displays all columns]: Display all columns in  Metadata.

 

❖Nodes connection

•Automatic connection

A node will automatically connect to other nodes in the circle with the central point of the box where the input or output end of the node is located as the center and 75px as the radius.

•Manual connection

If nodes cannot be automatically connected, they can be manually connected. When manually connecting, input and output nodes give feedback. 

When the mouse moves to the output end, the hollow origin becomes solid, and the mouse becomes a cross, and a prompt box appears. When click the mouse and move to the input end of the next node, the original point of the input end of the next node will also become solid. If move to the output end, there is no feedback at the original point.

•Delete connection line

The connection line can be deleted by clicking. When delete the node, the left and right connection lines will be automatically deleted as well.

 

❖Auto Layout

The default state of Auto Layout is disable. When the dataset result node has input, Auto Layout is available .

Click Auto Layout, the layout among nodes will be optimized according to the established algorithm. The layout will be more reasonable and aesthetic. Before the layout:

After the layout, the format is as follows: