Datasets

How it works

1
Cells hold values or expressions over other cells.
2
Edits write back to the record behind the row.
3
Totals and derived columns recalculate as you type.

Best for

Budgets, quantities, anything people would otherwise export to Excel.

Not the right choice for

Records with long text — the grid fights you.

Questions

What data does the Datasets page use?

It reads dataset records the agent has collected. Elastic uploaded data. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a spreadsheet the wrong choice?

Records with long text — the grid fights you. It is best for: budgets, quantities, anything people would otherwise export to Excel.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.