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Version: 9.2

Dataset Views

A Dataset View is a reference dataset that points to another managed dataset as its source. Dataset Views let you create customized perspectives for users to analyze data within the application where the view resides, without duplicating large datasets. While a Dataset View belongs to a single application, its source dataset can originate from another application — enabling secure, efficient data sharing across apps.

Managed Datasets, Dataset Views, and Base Datasets are only available in Qrvey Ultra.

Why Use Dataset Views?​

Dataset Views provide the following benefits:

  • Share data across applications without duplicating large datasets.
  • Customize data presentation for different user groups or use cases.
  • Apply security and access controls at the view level.
  • Reduce maintenance by referencing a single source dataset.

Key Features:

  • Reference-Based: Point to a shared managed dataset as the source, avoiding data duplication.
  • Custom Presentation: Show/hide columns, rename columns, adjust visualization formats, and set column links for tailored user experiences.
  • Access Control: Apply security and access permissions at the view level.
  • No Data Duplication: Changes in the source dataset are automatically reflected in all views.
  • Lightweight Management: Cannot alter the underlying data structure, ensuring consistency and reducing maintenance.

Use Case​

Simplifies dataset design for multi-tenant environments; tailors permissions and visibility.

Create a Dataset View​

Dataset views can only be created from shared datasets:

  1. Go to Data > Datasets and click New Dataset.

  2. Select the Shared Data tab and choose a shared dataset as the source.

  3. Click New Dataset View.
    The owner and source app are displayed for each shared dataset.

    dataset_views

View Dataset Views​

Go to Data > Datasets and locate the desired dataset. Dataset views are identified by the Type property on the main Datasets page.

dataset_views

Customize Dataset Views​

You cannot change the underlying data structure of a dataset view.

Permitted actions:

  • Show/hide columns
  • Change column names
  • Adjust column visualization formats
  • Create geolocation groups
  • Set column links

Restricted actions:

  • Edit connection settings or source queries
  • Create joins or transformations
  • Change column data types or input formats
  • Set unique identifiers
  • Define sync schedules

Create a Dataset View using the API​

  1. Choose a Shared Dataset.

    • Use Qrvey Composer to share a dataset, or use an existing shared dataset.

    • Use the API to mark a dataset as shared by sending { "isPublic": true } in the request body:

      https://{{DOMAIN}}.qrveyapp.com/api/v4/user/{{USER_ID}}/app/{{APP_ID}}/qollect/dataset/{{DATASET_ID}}/publishVersion?runPublicTrigger=true

  2. Get the shared dataset's connectionId using the Get Dataset endpoint.

  3. Create the Dataset View using the Create Dataset View from Shared Dataset endpoint.

    Note: You’ll need the domain, appId, and datasetId. In Qrvey Composer, open Apps > [Application] > Data > [Dataset] > Design and check the URL for these values:

    https://{{DOMAIN}}.qrveyapp.com/app/index.html#/application/{{APP_ID}}/data-uploads/{{DATASET_ID}}

Limitations and Considerations​

  • Dataset Views cannot be created from Shared Base Datasets.
  • You cannot edit the structure or source of a Dataset View — only presentation options are available.
  • Dataset Views inherit data and updates from their source dataset.

See Also​