TEPUN

Create Manually

Build datasets step-by-step with the visual builder.

Create a Dataset Manually

Build datasets step-by-step with the visual builder in Tepun AI Report Builder.

  1. Navigate to Datasets — Click Datasets in the main navigation
  2. Click New Dataset — Start the dataset builder wizard
  3. Select Connection — Choose which data connection to use
  4. Choose Primary Table — Select the main table for your dataset
  5. Add Joins (Optional) — Select related tables and configure joins:
    • Inner Join: Only matching records from both tables
    • Left Join: All records from primary, matching from secondary
    • Right Join: All records from secondary, matching from primary
  6. Select Columns — Pick which columns to include in the dataset
  7. Add Filters (Optional) — Set default filter conditions
  8. Preview and Save — Review sample data, name the dataset, and save

When to Use Manual Builder

  • You need precise control over table selection
  • Complex join logic is required
  • You want to select specific columns visually
  • Building datasets for standardized reporting

Combine Approaches: Start with Ask AI to generate a base dataset, then use manual editing to fine-tune at report.tepun.com.

Learn how to edit existing datasets.

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