Datasets and modeling

Datasets, fields, calculated fields, formulas, extracts and row policies.

• Datasets What a dataset is, the ways to build one, how versions keep your changes, and how it reads live or from an extract.
• Build a dataset Pick tables or write a query, name the fields, save a version and try it in the explorer.
• Dimensions, measures and field settings How fields work in a dataset: roles, types, aggregates, default formats, descriptions, hiding, and each column's time zone.
• Calculated fields Add a number or grouping your source doesn't have, written as a formula that runs on your database.
• The formula language Halo's formula syntax in full: fields, values, operators, types, missing values, aggregates, parameters and every function.
• Dates, time zones and fiscal calendars How Halo groups dates, resolves relative ranges like last 30 days, and applies your fiscal year, week start and time zones.
• Live queries, extracts and caching How Halo gets answers from your data: live by default, scheduled extracts, the result cache, freshness and the guardrails on every query.
• Goals Set a named target for a measure, by month, quarter or year, split by region or product if you like. Halo shows how each one stands today, draws it over charts, scorecards and tables, and lists goals in reports.
• Row policies Show each person only their rows of a dataset, using user attributes or groups, everywhere that dataset is used.