The Advanced Dataset Builder is a Wizard that helps you find the data you want based on how entities and relationships are linked to each other (or not), and specific criteria for entities and/or relationships. It is a powerful way to pinpoint hidden relationships among your entities. It is launched from the Search menu or from the Dataset Builder. Depending on your selections, it has up to four pages.
Advanced Dataset Builder
The Wizard offers three sets of options to select and display the data you want from your database.
Specify whether you want to filter for specific entities and/or relationships.
Specify the requirements between the entities and relationships that pass the filter. For Relationships passing the filter, Add Associated Entity adds back the entities excluded by the Entity Filter.
Preview the results in lists or skip that step and display them on the Visualizer.
The Results Preview lists each entity and relationship that passed the Wizard with options to send them to Visualizer, view them in detail, export to Excel, and more.
If Document Contents were searched, the documents containing the search text are listed on its tab.
The Visualizer diagram displays your results in a Link Chart showing the links between your entities and relationships. A variety of options are available to add more data and perform analysis.
Example of color gradients on entities and relationships based on their relative values.