A dataset is a reusable Astrato query definition. It is stored in the workbook and can be used by Excel formulas such as ASTRATO.TABLE.
Create a Dataset
Open the Astrato task pane.
Go to Datasets.
Click +.
Enter a dataset name.
If you have multiple connections, choose the connection from the header dropdown.
Click the database icon to select a semantic layer.
Add dimensions, measures, fields, filters, and other settings in the property panel.
Click the check icon to save.
Dataset names must be unique in the workbook because formulas reference datasets by name.
Choose a Connection
If more than one connection is configured, the dataset editor shows a connection dropdown in the top row.
Changing the connection clears the selected semantic layer and dataset definition. This avoids using a semantic layer ID from one Astrato environment with another connection.
The saved connection name is the preferred connection for the dataset. When another user opens the workbook without a connection of that name, the add-in uses their first available connection instead. This is intentional so shared workbooks can use each person’s own Astrato credentials.
Choose a Semantic Layer
Click the database icon in the dataset editor to open the semantic layer list.
The selected semantic layer controls which dimensions, measures, and fields are available in the property panel.
Use Dimensions, Measures, and Fields
In the property panel:
Add dimensions to group or split data.
Add measures for calculated values from the semantic layer.
Add fields from tables when you need raw semantic-layer fields.
Fields are shown under their table section. Inside a section, the list shows the field name.
Save or Cancel
The dataset editor has accept and cancel buttons:
Accept saves the current dataset settings.
Cancel closes the editor and restores the previous saved settings.
After saving, use the table icon beside the dataset to insert its current result at the active cell.
Dataset Update Modes
Each dataset has an update mode:
Off: formulas use cached data only.
On request: formulas fetch data when needed and no matching cached result exists.
Live: formulas can fetch fresh data when recalculated.
Refresh a Dataset
Use the refresh icon in the dataset editor or dataset list.
Refresh reloads all known formula variants for the dataset. For example, if the workbook contains the same dataset with different parameter or variable overrides, refresh updates those variants.