Toucan 3.0
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  • Welcome
    • ๐Ÿ‘‹Welcome to Toucan
    • โš™๏ธTechnical resources
      • โš™๏ธToucan stack
      • Setup mode
        • Toucan SaaS mode
      • โš™๏ธSecurity
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • ๐Ÿ“ŠGetting Started : Embedded Analytics
    • ๐Ÿค“Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • ๐ŸงฎOverview of Data In Toucan
    • ๐Ÿ“กDatasources in Toucan
      • ๐Ÿ”ŒManaging Connectors
        • ๐Ÿ”ŒCreating, editing and deleting a connector
        • ๐Ÿ”ŒSet up OAuth2 credentials for your platform
        • ๐Ÿ”ŒSetting up a connector
          • ๐Ÿ”ŒGeneric Connectors
            • ๐Ÿ”ŒSetting up an HTTP API connector
            • ๐Ÿ”ŒSetting up an ODBC Connector
          • ๐Ÿ”ŒDatabase and data warehouse Connectors
            • ๐Ÿ”ŒSetting up an AWS Redshift Connector
            • ๐Ÿ”ŒSetting up a Snowflake Connector
            • ๐Ÿ”ŒSetting up a PostgreSQL Connector
            • ๐Ÿ”ŒSetting up a Google Big Query Connector
            • ๐Ÿ”ŒSetting up an AWS Athena connector
            • ๐Ÿ”ŒSetting up a MySQL connector
            • ๐Ÿ”ŒSetting up a MongoDB connector
            • ๐Ÿ”ŒSetting up a Microsoft SQL Server connector
            • ๐Ÿ”ŒSetting up an Azure SQL connector
            • ๐Ÿ”ŒSetting a Databricks Connector
            • ๐Ÿ”ŒSetting up a ElasticSearch Connector
            • ๐Ÿ”ŒSetting up a Clickhouse Connector
          • ๐Ÿ”ŒOnline services connectors
            • ๐Ÿ”ŒSetting up a Sharepoint Connector
            • ๐Ÿ”ŒSetting up a Google Sheets Connector
            • ๐Ÿ”ŒSetting up a Salesforce Connector
            • ๐Ÿ”ŒSetting up a Hubspot Connector
          • ๐Ÿ”ŒSetting up an AWS S3 connector
      • ๐Ÿ“Managing Files
        • ๐Ÿ“Adding, editing and deleting local files
        • ๐Ÿ“‚Using advanced file settings
        • ๐Ÿ“Adding and combining remote files in Toucan
    • ๐Ÿ”ขDatasets in Toucan
      • ๐Ÿ”ขStored and Live Datasets
      • ๐Ÿ’ฟManaging datasets
        • ๐Ÿ”ขCreating datasets
        • ๐Ÿ”ขEditing, Duplicating and Deleting a dataset
        • ๐Ÿ”ขRefreshing and Publishing Datasets
        • ๐Ÿ“ˆOptimize data performance
        • ๐Ÿ—‚๏ธAdding indexes to stored datasets
        • ๐Ÿ‘ฉโ€๐Ÿ’ปCode mode and single mode
      • ๐Ÿ›‘Setting permissions on dataset
      • ๐Ÿ—ƒ๏ธMaintaining Data
        • ๐Ÿ—ƒ๏ธTagging datasets
        • ๐Ÿ—ƒ๏ธIdentifying datasets dependencies
        • ๐Ÿ—ƒ๏ธSet validation rules
    • ๐Ÿง‘โ€๐ŸณPreparing data
      • Overview of YouPrepโ„ข
        • ๐ŸŽนColumn header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrepโ„ข Native SQL
      • Hybrid pipeline
    • โžฟManaging variables in Toucan
      • โžฟVariables hub
      • โ™ˆUse variables in YouPrepโ„ข
      • โžฟEasy reference to variables
    • ๐ŸงžUsing advanced data concepts
      • ๐ŸงžData personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • ๐ŸงžAdvanced syntax for variables
      • ๐ŸงžData cache
  • Visualizations and Layouts
    • ๐Ÿ“บApps
      • ๐Ÿ“บManaging Apps
        • โž•Creating Apps
        • ๐Ÿ“„Duplicating Apps
        • ๐Ÿ–จ๏ธPublishing Apps
        • ๐ŸšฎDeleting Apps
        • โœ๏ธEditing within an App
      • ๐Ÿ–Œ๏ธCustomizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • ๐Ÿ Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • โœจStories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • ๐Ÿ“ฝ๏ธFilters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • ๐Ÿ“ˆPDF Report
      • ๐ŸŽกDatawall
      • ๐Ÿ—๏ธDashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • ๐ŸŒŸMyFavorites
    • ๐Ÿ“ŠCreating Visualizations
      • ๐ŸคฉViz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • ๐Ÿง Common Chart Configuration
      • ๐Ÿ’…Customizing chart colors
      • ๐Ÿงžโ€โ™‚๏ธAdvanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding
      • ๐Ÿ”Authentication
      • ๐Ÿ–‡๏ธIntegration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • โš™๏ธEmbed SDK
        • Embed SDK Authentication
      • โ“FAQ
    • ๐Ÿ™‹Self-Service
      • Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • โฐCreating alerts
    • ๐Ÿ“งManaging notifications
    • โž•Enriching a story with descriptions
    • ๐Ÿ’ŒSharing content
    • ๐Ÿ’ฌAdding comments to stories
  • Administration
    • Page
    • โš™๏ธInstance Management
      • โš™๏ธManaging operations in SaaS
      • โš™๏ธCustomizing your instance (whitelabel)
    • ๐Ÿ‘ฅManaging Users
      • ๐Ÿ‘ฅUsers
      • ๐Ÿ‘ฅManaging user groups
      • ๐Ÿ‘ฅManaging user properties
      • ๐Ÿ‘ฅSetting up permissions and visibilities
    • ๐ŸŒManaging languages in Toucan (internationalisation)
    • ๐Ÿ“ˆMonitoring Engagement with User Analytics
      • ๐ŸŽ›๏ธHow to Filter your User Analytics?
      • ๐Ÿ–ฅ๏ธUnderstanding your User Analytics Dashboards
  • Additional Ressources
    • ๐Ÿ“šExternal documentation
    • ๐ŸšSupport for App-builders
    • ๐Ÿ†•Latest releases
      • ๐ŸŽ2025 Releases
      • ๐ŸŽ2024 Releases
      • ๐ŸŽ2023 Releases
    • ๐Ÿ”งTroubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
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  1. Data Management

Datasets in Toucan

Last updated 10 months ago

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A dataset is a collection of data. At Toucan they appear as tables of data. Datasets are results of queries to which we give a name. They appear in our DataHub, in the โ€œDatasetsโ€ tab.

Datasets can be:

  • Reusable across all the apps or specific to a story

    • Reusable: By default all datasets created by Toucan can be reused by any other datasets or visualization in Toucan. If you edit it, it will be impacted all the components using it. That's the best way to have an easy-to-maintain app

    • Specific to a story: if your dataset depends on the value of a story filter, it won't be used outside of this story, as two stories with different filters won't be able to share the same filter value

  • Created from a datasource or created from another dataset

    • Created from a datasource: a dataset created from a data source will provide a specific data selection experience depending on the source

      • For instance, if you are creating a dataset from your Redshift connector, you will be able to choose a database, a schema, and then the table with the specific column you would like to use

    • Created from another dataset: a dataset created from another dataset is called a child dataset; if the dataset changes, all its child-datasets will be changed accordingly

In this section, you will learn how to:

  • Manage datasets: create, edit, duplicate, delete, refresh, and publish datasets

  • Prepare data: use our no-code querying tool, YouPrep, to transform data and create metrics that matter

  • Maintain data: organize, set permission and validation rules, see dependencies

๐Ÿ”ข

Preparing data

Maintaining Data

Stored or Live

Managing datasets