Expanding a dataset data through workflow

  1. From the menu, select Data > Workflows.
  2. Create or open a configuration.
  3. On the executable actions for the workflow, select these actions in this order:
    • Global Filter
    • Expand Dataset data
    Note: The Global Filter action allows filtering of data in the Expand Dataset data configuration. This action is optional.

    For example, Expand Dataset data is configured to use two favorite views as input. Both views are defined without filters or limited conditions. To run the Expand Dataset data for a subset of the data, specify a key from the favorite view (warehouse, item number, or group key). This creates the From View from this filter. Therefore, limit the amount of data that applies to the Expand Dataset data without changing the configuration of this action.

  4. Click Run.
  5. When the favorite view opens, click Reload to completely run this action and view the expanded records.