Create a Dataset Manually
Build datasets step-by-step with the visual builder in Tepun AI Report Builder.
- Navigate to Datasets — Click Datasets in the main navigation
- Click New Dataset — Start the dataset builder wizard
- Select Connection — Choose which data connection to use
- Choose Primary Table — Select the main table for your dataset
- 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
- Select Columns — Pick which columns to include in the dataset
- Add Filters (Optional) — Set default filter conditions
- 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.