ADO.NET Provider for Tableau CRM

Build 21.0.7930

Create a Dataset

Follow the steps below to use Visual Studio wizards to define the query that will provide the report's dataset.

Share or Embed Tableau CRM Datasets

Like SSRS data sources, datasets can be shared with other reports or embedded in a single report. Both types access the remote data without making a copy; report definitions in SSRS do not contain the actual data.

  1. If you want to create a shared dataset, right-click Shared Datasets in Solution Explorer and click Add New Dataset. If you want to create an embedded dataset, right-click Datasets in the Report Data view, click Add Dataset, and select the option to use a dataset embedded in your report.
  2. Select the data source you created.
  3. Click Query Designer to build the query visually and preview the results. Or, enter a query in the Query box:
    SELECT * FROM Dataset_Opportunity WHERE StageName = 'Closed Won'
  4. To create a parameterized query, use the following syntax and click Run in the Query Designer.
    SELECT * FROM Dataset_Opportunity WHERE StageName = @StageName
    When you create the dataset, a report parameter is associated with the dataset parameter you defined.

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Build 21.0.7930