Creating datasets & scheduling refresh

The recipe output becomes a dataset — the thing dashboards actually query.

Create & verify the dataset

• Name it clearly, e.g. Sales_Funnel
• Set field types: measures (Amount, Days) vs dimensions (Stage, Owner)
• Configure the date field so time filters work

Schedule the refresh

Chain the recipe to run after the data sync so numbers stay current. Order matters: sync → recipe → dataset.

Row-level intent

Decide now whether reps should see only their own rows — we'll enforce it with a security predicate later.