Toucan 3.0
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  • Welcome
    • 👋Welcome to Toucan
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  • TUTORIALS
    • 📊Getting Started : Embedded Analytics
    • 🤓Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
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      • 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
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  • 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
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          • 🔌Database and data warehouse Connectors
            • 🔌Setting up an AWS Redshift Connector
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          • 🔌Setting up an AWS S3 connector
      • 📁Managing Files
        • 📁Adding, editing and deleting local files
        • 📂Using advanced file settings
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    • 🔢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
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          • To lowercase
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          • Convert text to date
          • Convert date to text
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          • Add missing dates
          • Compute duration
        • Reshape
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        • 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
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        • 🖨️Publishing Apps
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        • ✍️Editing within an App
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        • 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
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          • Tile HTML
          • Tile Separator
      • ✨Stories
        • Creating a Story
        • KPIs
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        • Crossfilter
      • 📽️Filters
        • Managing Filters
          • Creating, reusing and editing Filters
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        • Type of Filters
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        • Templating from Filters' values
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      • 📈PDF Report
      • 🎡Datawall
      • 🏗️Dashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • 🌟MyFavorites
    • 📊Creating Visualizations
      • 🤩Viz Gallery
        • Barchart
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          • Configure a drill
        • Mediachart
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        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • 🧠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
      • Self-service PDF Report
  • Collaboration
    • ⏰Creating alerts
    • 📧Managing notifications
    • ➕Enriching a story with descriptions
    • 💌Sharing content
    • 💬Adding comments to stories
  • Administration
    • Page
    • ⚙️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
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On this page
  • Creating datasets from connectors
  • Creating datasets from datasets

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

Creating datasets

Last updated 3 months ago

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On this page, you will learn how to create datasets:

  • From connectors

  • From datasets

Limits on number of rows

The maximum number of rows is set at 1M (for both live and stored dataset). However, when being under that results on a dataset that has less than 1M of rows, there wont be any limitation.

Creating datasets from connectors

You already configured a connector, that you want to use in order to retrieve your data. For that:

  1. Click on the dataset creation button on from your configured connector

  2. Make the appropriate configuration in order to retrieve the data. Refer to your connector in order to setup the configuration

  3. Validate the configuration

  4. Prepare your data thanks to our no-code transformation tool YouPrep™ (know more about YouPrep )

  5. Save your new dataset by clicking on the button "Create" (at the bottom).

  6. Give a name to the dataset (the name shouldn't be already used by another dataset), and select the storage type between storing it in Toucan, or having it as LIVE data.

  7. Click on "Save" to save your dataset. If you store the dataset in Toucan, you also canto "Save and refresh" the dataset in order to make it available to use

Creating datasets from datasets

You already have some datasets you want to rely on for creating child datasets. It's very easy to do it within the "Datasets" tab of the Datahub.

Follow the different steps to create a child dataset from another dataset:

  1. Identify the dataset that you would like to use as a source (“Home 1” in the example) of your new dataset, and click on the “Create from” button on the right part of your listed dataset.

  2. Save your new dataset by clicking on the button "Create" (at the bottom).

  3. Give a name to the dataset (the name shouldn't be already used by another dataset), and select the storage type between storing it in Toucan, or having it as LIVE data.

  4. Click on "Save" to save your dataset. If you store the dataset in Toucan, you also canto "Save and refresh" the dataset in order to make it available to use.

Tip: you can even create a child dataset from the Story Panel. You'll be redirected to the DataHub tab while you create your new child dataset. Take a look at this video.

Variables

If you use variables within the YouPrep transformations, you can only save your dataset as LIVE.

Dataset refresh

Refreshing a dataset will also refresh all direct and indirect parent datasets.

Stored dataset saving

Saving a "stored dataset" without refreshing it, won't make it available to create other datasets with it, or to build charts by using the dataset. However, we advice you to only save your dataset (without refreshing) if your dataset is not completely ready to be used.

Dataset download (stored only)

When the dataset is stored in Toucan, it's possible to download it as CSV file, though the action menu of the dataset (on the right part in the listing of the dataset).

Permissions

If you create a new dataset A, from dataset B that has permissions applied, and define the new dataset A as a Stored dataset, the permissions of the parent dataset won't be applied anymore. You will have to define the permissions again on your dataset if you need to secure the access to the data.

Dataset column naming

When the dataset is stored within Toucan, the column names should respect the following constraints:

  • The dataset shouldn't contain a column named "_id"

  • The dataset name shouldn't contain points (".")

When making the configuration in order to retrieve the appropriate data, note that you can refer to variables (more on variables in this ) instead of giving a fixed value.

Prepare your data thanks to our no-code transformation tool YouPrep™ (know more about YouPrep )

🔢
💿
🔢
page
here
NativeSQL
documentation
here
Child Dataset Creation from a Story