Create Global Dataset

Navigate to the Connections tab and select the folder where the connection is added.

Click the [

] icon and then click [Add Dataset].

The Add Dataset page displays. Provide the following details:

Dataset Name
: Provide a unique Dataset name.

NOTE:

If the Dataset with the provided name already exists, an error message displays and also maintains XSS validation.

Connection Name
: Displays the selected Connection Name.

Direct Query
: Toggle the Direct Query option using the slider to enable Direct Query. Refer to Appendix A, “Supported Features - Direct Query and Non-Direct Query” for further details.

Direct Query is a mechanism to fetch the updated data directly from the data source (i.e. connector).

When Direct Query feature is enabled, the Storyboard data will not be stored in Elasticsearch.

Drag and drop the Global server tag.

By default, the Child Node MaxCount is 100. Click on the dataset, and the Search data items option displays only if the dataset has the child node. User can search for the required child node.

(OR)

Click the [

] icon to expand and select the child node from the list.

NOTE:

If user tries to drag and drop same element multiple times the “Selected data already added
” message displays.

NOTE:

User can select any number of tags to Selected Data section.

NOTE:

The “No Children found
” message displays if there are no child nodes available for the data.

NOTE:

If user tries to drag and drop same element multiple times the “Selected data already added
” message displays.

NOTE:

While creating a dataset with the direct query if the selected string type tag has a Boolean value the “<tag name>:EngineeringUnit is not supported on Y axis:
” error message displays.

Click [Next]. The Customize Data page displays.

To select the Date Range or Duration under the Date Selection section, define the time series request to generate the data. There are two types of time periods:

Date Range: Define a specific start and end time period of the request.

For Example: for the selected tag, defined the details as follows:

Start Date: Jan/03/2023

Start Time: 12:00:00 AM

End Date: Jan/04/2023

End Time: 12:00:00 AM

Duration: Define the time period relative to current time. By default, 8 hours is selected, User can select the duration from the drop-down list.

Last 15 minutes

Last 30 minutes

Last 1 hour

Last 2 hours

Last 8 hours (default)

Last 12 hours

Last 24 hours

Last 7 days

Last 30 days

NOTE:

In Modify Entities and Preview Dataset sections it displays samples as per the selected parameters.

Select the Aggregation from the drop-down list.

Aggregation list displays. Select an aggregation type from the drop-down. List of aggregation types:

Average	Cumulative Total	Count	Delta	DurationBad	DurationGood
End	Interpolative	Linear	Maximum	MaximumActualTime	MaxSampleAndHold
Minimum	MinimumActualTime	MinimumSampleAndHold	PercentBad	PercentGood	Range
Raw	SampleAndHold	Standard Deviation	Start	Sum	TimeAverage
TimeAverageSampleAndHold	Total	TotalSampleAndHold	Variance	WorstQuality

NOTE:

Refer to the “Glossary” section for definitions.

NOTE:

Date selection/Duration, Fixed sample/Variable sample will not work with Raw Aggregation for FactoryTalk Service and FactoryTalk Edge Gateway connectors.

Define the number of Sampling interval. User can define any one sample interval type:

Use a fixed number of samples
: enter the number of intervals determined by the user.

Use variable number of samples based on time
: the number of intervals where the user selects number of sampling intervals every [Seconds, Minutes, Hours and Days] amount of time.

Select data Quality type from the drop-down list.

All

Good

Uncertain

Bad

Click [Next]. The Modify Entities page displays.

Select the [Unique_ID] checkbox (by default, the date column is selected) and select the aggregation form the drop-down list.

By default, the Source Time Zone is disabled.

Click the [

] icon to clear all the Unique ID columns.

Click [Next], the Preview Dataset page displays the date.

NOTE:

Preview dataset page displays maximum 1000 records and columns like, Date, Value, Engineering unit, quality and hierarchy.

Hover the mouse over the column header and click the [

] icon to sort the data or arrange the column size or to apply aggregation or to apply filters.

NOTE:

User needs to select the [Group by <column_name>] on numeric field to view the aggregation option.

NOTE:

If the table contains numeric data in format like 1, 2, 3, 10, 12, 13, 22, 23, 24, 99, 100 and user tries to apply the filter then the data displays in the following sequence: 1, 10, 100, 12, 13, 2, 22, 23, 24, 99.

Click [Next].

The Configure Dataset page displays. Provide the following details:

Data Sync Configuration
: By default the Sync configuration is set to Full refresh (All rows will be added)

Data Sync Schedule
:

Default
: 30 minutes

Custom
: Select the Time interval to sync data from the Schedule by drop-down list and select the duration.

Custom Cron Expression
: Enables the Users to setup the data synchronization schedule based on the User defined time. For more information on the Custom Cron Expression, refer to User Guide Appendix A, “Custom Cron Expression”.

Specify the valid Cron expression and click [Validate].

The “Valid Cron Expression
” success message displays.

NOTE:

For any timezone, system will sync the data from the last date available in Elasticsearch. Due to any error, if the DataSource has the future timestamp, data sync will not happen.

Default Display Count
: From the drop-down list (100, 1000, 10000 or All Available) select the default number of records to display for Charts using this Dataset. By default 100 records is selected.

NOTE:

Tested till 99999999 number of records to display on Charts.

Advanced Settings:

Shards And Replicas
: Provide the required number of shards and replicas.

NOTE:

The default number of shards are one and the replicas are zero. The number of shards and replicas are editable only before saving the Storyboard.

Click [Finish] the “Dataset Saved Successfully
” message displays and “Create a Content for this Dataset.
” dialog displays.

NOTE:

The Dataset and the folders created are arranged in ASCII order.

If user does not want to continue with creating the Content, click [Not Now]. This saves the dataset.

(OR)

Click [Sure] to continue creating the Content. The Add Content page displays.

Dataset information
: Click the new Dataset and navigate through the tabs to view respective information:

Details tab: Displays the Dataset created information and Dataset Sync information.

Custom Fields: Displays the created Custom fields for the dataset created with indirect Query only. Click [Add Custom Field] to create a new custom field.

The Custom Fields dialog displays. Provide the following details:

Provide the Custom Field name.

Define the formula in the Add Formula editor box. User can create the Custom Field in dataset with Numeric or String or Date type data.

NOTE:

User can paste the formula in the Add Formula Editor box.

Click [Validate] to validate the formula. The “Formula Validated Successfully” message displays.

Click [Add]. The “Custom Field saved Successfully” message displays.

Preview Dataset: Out of available records, maximum of 1000 records are displayed in the Preview Dataset page by default. Click the column header to apply filter to the columns or to select the columns to display on the Preview Dataset panel.