Toucan 3.0
YouPrep documentationHelp centerGet a demo
  • Welcome
    • 👋Welcome to Toucan
    • ⚙️Technical resources
      • ⚙️Toucan stack
      • Setup mode
        • Toucan SaaS mode
      • ⚙️Security
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • 📊Getting Started : Embedded Analytics
    • 🤓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
    • 🧮Overview of Data In Toucan
    • 📡Datasources in Toucan
      • 🔌Managing Connectors
        • 🔌Creating, editing and deleting a connector
        • 🔌Set up OAuth2 credentials for your platform
        • 🔌Setting up a connector
          • 🔌Generic Connectors
            • 🔌Setting up an HTTP API connector
            • 🔌Setting up an ODBC Connector
          • 🔌Database and data warehouse Connectors
            • 🔌Setting up an AWS Redshift Connector
            • 🔌Setting up a Snowflake Connector
            • 🔌Setting up a PostgreSQL Connector
            • 🔌Setting up a Google Big Query Connector
            • 🔌Setting up an AWS Athena connector
            • 🔌Setting up a MySQL connector
            • 🔌Setting up a MongoDB connector
            • 🔌Setting up a Microsoft SQL Server connector
            • 🔌Setting up an Azure SQL connector
            • 🔌Setting a Databricks Connector
            • 🔌Setting up a ElasticSearch Connector
            • 🔌Setting up a Clickhouse Connector
          • 🔌Online services connectors
            • 🔌Setting up a Sharepoint Connector
            • 🔌Setting up a Google Sheets Connector
            • 🔌Setting up a Salesforce Connector
            • 🔌Setting up a Hubspot Connector
          • 🔌Setting up an AWS S3 connector
      • 🗄️Managing remote file storages
        • 🗂️Setting up a file storage
          • SFTP
        • 📄Create a dataset from a file
      • 📁Managing Files
        • 📁Adding, editing and deleting local files
        • 📂Using advanced file settings
        • 📁Adding and combining remote files in Toucan
    • 🔢Datasets in Toucan
      • 🔢Stored and Live Datasets
      • 💿Managing datasets
        • 🔢Creating datasets
        • 🔢Editing, Duplicating and Deleting a dataset
        • 🔢Refreshing and Publishing Datasets
        • 📈Optimize data performance
        • 🗂️Adding indexes to stored datasets
        • 👩‍💻Code mode and single mode
      • 🛑Setting permissions on dataset
      • 🗃️Maintaining Data
        • 🗃️Tagging datasets
        • 🗃️Identifying datasets dependencies
        • 🗃️Set validation rules
    • 🧑‍🍳Preparing data
      • Overview of YouPrep™
        • 🎹Column 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
          • Normalize date granularity
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrep™ Native SQL
      • Hybrid pipeline
    • ➿Managing variables in Toucan
      • ➿Variables hub
      • ♈Use variables in YouPrep™
      • ➿Easy reference to variables
    • 🧞Using advanced data concepts
      • 🧞Data 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
      • 🧞Advanced syntax for variables
      • 🧞Data cache
  • Visualizations and Layouts
    • 📺Apps
      • 📺Managing Apps
        • ➕Creating Apps
        • 📄Duplicating Apps
        • 🖨️Publishing Apps
        • 🚮Deleting Apps
        • ✍️Editing within an App
      • 🖌️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
      • 🏠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
      • ✨Stories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • 📽️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
      • 📈PDF Report
      • 🎡Datawall
      • 🏗️Dashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • 🌟MyFavorites
    • 📊Creating Visualizations
      • 🤩Viz Gallery
        • ✨New Viz Designs
          • Barchart
          • Barlinechart
          • Bubblechart
          • Circularchart
          • Heatmap
          • Leaderboard
          • Linechart
          • Stacked Barchart
          • Tablechart
        • 📁Legacy Viz Designs
          • Bulletchart
          • Funnelchart
          • Gantt chart
          • HTML
          • Leaderboard Centered Average
          • Mapchart
            • Configure a drill
          • Mediachart
          • Radarchart
          • Timeline
          • Versuschart
          • Waterfallchart
          • Score Card
      • 🧠Common Chart Configuration
      • 💅Customizing chart colors
      • 🧞‍♂️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
    • 👩‍💻Embedding
      • 🔐Authentication
      • 🖇️Integration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • ⚙️Embed SDK
        • Embed SDK Authentication
      • ❓FAQ
    • 🙋Self-Service
      • Self-Service Dashboard
        • The embedded Self-Service Dashboard
        • The in-platform Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • ⏰Creating alerts
    • 📧Managing notifications
    • ➕Enriching a story with descriptions
    • 💌Sharing content
    • 💬Adding comments to stories
  • Administration
    • ⚙️Instance Management
      • ⚙️Managing operations in SaaS
      • ⚙️Customizing your instance (whitelabel)
    • 👥Managing Users
      • 👥Users
      • 👥Managing user groups
      • 👥Managing user properties
      • 👥Setting up permissions and visibilities
    • 🌐Managing languages in Toucan (internationalisation)
    • 📈Monitoring Engagement with User Analytics
      • 🎛️How to Filter your User Analytics?
      • 🖥️Understanding your User Analytics Dashboards
  • Additional Ressources
    • 📚External documentation
    • 🚁Support for App-builders
    • 🆕Latest releases
      • 🎁2025 Releases
      • 🎁2024 Releases
      • 🎁2023 Releases
    • 🔧Troubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
Powered by GitBook
On this page
  • Single mode
  • Code mode

Was this helpful?

  1. Data Management
  2. Datasets in Toucan
  3. Managing datasets

Code mode and single mode

Only for connectors which support nativeSQL

Last updated 3 months ago

Was this helpful?

When working with a datasource supporting , you have two modes for writing your queries.

After connecting to your database, when you click on "create a dataset", you land on a new page where, on the right, you have three modals: "Configuration", "Query", and "Review" which will lead you to the creation of a dataset.

Single mode

In Single mode, (which is the default mode for all connectors which support NativeSQL), you can query your database without the hassle of writing a SQL query, and look at your database model constantly to avoid errors.

After choosing the database you want to query and clicking on "Validate configuration", you switch to the "Query" tab

you switch to the "Query" tab where you can select the table to query

You can navigate through the database schema to choose the table you want to query.

Then you can choose the columns you want to keep in your dataset by clicking/un-clicking on the tick box.

You can choose to select all columns by clicking on "Select all" or unselect all columns by clicking on "Clear All".

You can click on the "Preview" button to display on the right the columns of your selection.

Once you are satisfied with your query, you can click on the "Apply Data Selection" button. You are redirected to the "Review" tab, where you can review the query you will send to your database.

On the right of each field, you have an Edit icon for each field which will redirect you to the designated section when clicked.

By clicking on the "Preview" button, you can view the data.

By clicking on "Save query" you will be redirected to the dataset creation where you will be able to apply data transformation.

Code mode

In the configure datasource interface, once you have chosen the database in the configuration tab, in the query mode, at the bottom right, there's an icon (burger menu). You can click on the message "Switch to code mode" that is displayed.

This field is a playground SQL where you can write the query you desire to get data from your database. You can erase the current query to write your own.

You can switch to code mode since table selection and after: And the current SQL request will be displayed. You can insert a variable using the '/' key or by clicking on insert a variable at the top right of the input box. Learn more about variables in the .

🔢
💿
👩‍💻
dedicated section
NativeSQL
Edit datasource - configuration
Edit datasource - Query - Table selection
Edit datasource - Query - Table selection
Edit datasource - Query - Table selection -> Columns selection
Edit datasource - Review
New dataset from source
PostgreSQL - Edit datasource - Query -Columns selection - switch to code mode
Edit datasource - Query - Columns selection - code mode
Edit datasource - Query -Columns selection - code mode