Dataset management
Understanding datasets
Datasets are the foundation of your analytics in 5X Business Intelligence. They represent your data sources and provide the raw material for creating charts, dashboards, and reports. What datasets provide:- Data access - Direct connection to your warehouse tables and views
- Schema information - Column types, relationships, and metadata
- Data preview - Sample data to understand content and structure
- Usage tracking - Monitor which datasets are used in visualizations
- Security controls - Row-level security and access permissions
Dataset exploration
Browse available datasets:
- Dataset catalog - Browse all available data sources
- Schema viewer - Examine table structures and column details
- Data sampling - Preview actual data to understand content
- Relationship mapping - See how datasets connect to each other
- Usage analytics - Track which datasets are most popular
Dataset configuration
Basic dataset settings:- Name and description - Clear identification and business context
- Tags and categories - Organization for easy discovery
- Ownership - Assign responsibility for dataset management
- Refresh schedules - Automatic data updates for real-time insights
- Custom SQL - Define calculated fields and transformations
- Caching settings - Optimize performance with appropriate caching
- Security policies - Row-level security and access controls
- Data quality rules - Validation and monitoring settings
Dataset importance
Why datasets matter:- Single source of truth - Centralized access to business data
- Consistency - Standardized data definitions across the organization
- Efficiency - Reusable data sources for multiple analyses
- Governance - Controlled access and usage tracking
- Performance - Optimized queries and caching strategies
SQL Lab
Introduction to SQL Lab
SQL Lab is 5X Business Intelligence’s powerful query interface that allows you to write and execute custom SQL queries directly against your data warehouse. Key capabilities:- Full SQL support - Complex queries with joins, subqueries, and advanced functions
- Query history - Track and reuse previous queries
- Query sharing - Collaborate with team members
- Result export - Export query results in various formats
- Query optimization - Built-in performance suggestions

Writing effective SQL queries
Query structure best practices:- Use appropriate filters - Limit data with WHERE clauses
- Select only needed columns - Avoid SELECT * for better performance
- Leverage indexes - Structure queries to use database indexes
- Limit result sets - Use LIMIT to control output size
- Use aggregations - Pre-aggregate data when possible
Advanced SQL features
Window functions for analytics:SQL Lab features
Query management:- Save queries - Store frequently used queries for reuse
- Query templates - Create reusable query patterns
- Version control - Track changes to saved queries
- Collaboration - Share queries with team members
- Export options - CSV, Excel, JSON formats
- Result caching - Store query results for faster access
- Large result sets - Handle big data efficiently
- Visualization - Quick chart creation from query results
Creating charts from SQL
SQL as data source
You can use custom SQL queries as the data source for charts, providing unlimited flexibility: When to use SQL for charts:- Complex calculations - Multi-step data transformations
- Advanced filtering - Sophisticated WHERE clauses
- Data joins - Combining multiple data sources
- Performance optimization - Optimized queries for specific use cases
- Write your query - Use SQL Lab to create the query
- Test and validate - Execute and verify results
- Create chart - Use query results as data source
- Configure visualization - Choose appropriate chart type
- Add to dashboard - Include in your dashboard layout
Parameterized queries
Use dashboard filters to make your SQL queries dynamic:- Date parameters - Dynamic date ranges
- Text parameters - Categorical filters
- Numeric parameters - Value range filters
- Boolean parameters - True/false conditions
Data quality and validation
Data profiling
Understanding your data:- Completeness - Percentage of non-null values
- Uniqueness - Duplicate record identification
- Consistency - Data format and value consistency
- Accuracy - Data correctness and validity
- Timeliness - Data freshness and update frequency
- Column analysis - Data types, ranges, and distributions
- Pattern recognition - Identify common data patterns
- Outlier detection - Find unusual or suspicious values
- Relationship analysis - Understand data dependencies
Data validation queries
Best practices
Dataset management
Organize datasets
Clear structureUse consistent naming conventions, tags, and categories to organize your datasets effectively.
Document everything
Add contextInclude descriptions, business context, and usage notes for each dataset.
Monitor usage
Track performanceMonitor dataset usage patterns and optimize frequently accessed datasets.
Security first
Control accessImplement appropriate security policies and row-level security where needed.
SQL development
Start simple
Build incrementallyStart with simple queries and gradually add complexity as you understand the data better.
Document queries
Add commentsInclude comments in your SQL queries to explain complex logic and business rules.
Test thoroughly
Validate resultsAlways test queries with small datasets before running on large data volumes.
Optimize performance
Efficient queriesWrite efficient queries that perform well and don’t impact system performance.
Troubleshooting
Common issues
Dataset access problems
Dataset access problems
Possible causes:
- Insufficient permissions for dataset access
- App connection configuration problems
- Data source connectivity issues
- Row-level security restrictions
- Verify user permissions and roles
- Check App Connection settings
- Test data source connectivity
- Review security policies
Query performance issues
Query performance issues
Possible causes:
- Inefficient query structure
- Large dataset volumes
- Missing database indexes
- Complex calculations or joins
- Optimize query structure and logic
- Use appropriate filters and limits
- Check database indexing strategy
- Consider data aggregation approaches
Data quality problems
Data quality problems
Possible causes:
- Missing or null values
- Data format inconsistencies
- Outdated or stale data
- Data integration problems
- Implement data validation checks
- Standardize data formats
- Update data refresh schedules
- Review data integration processes
Chart Building
Create visualizationsUse your datasets and SQL queries to build compelling charts and dashboards.
Dashboard Creation
Build dashboardsCombine your datasets and SQL insights into interactive dashboards.
App Connections
Connect data sourcesLearn how to set up App Connections to access your data warehouse.
Data Exploration
Explore your dataDive deeper into data exploration techniques and advanced analytics.