Configuring Expand Dataset Data through workflows

  1. From the menu, select Data > Workflows.
  2. Create or open an existing configuration.
  3. On the Actions column, 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 Expand Dataset Data for a subset of the data, specify a key from the favorite view such as warehouse, item number, or group key. This key creates the From view based on the filter. As a result, you can limit the amount of data used in Expand Dataset Data without changing the configuration of the action.

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