The main steps for defining and using a dataset are:
  1. Define a temp-table for each table you want to use in the dataset.
  2. Define the dataset by specifying the temp-tables and their relationships (if any).
  3. Identify, define, and attach the data-sources to populate the dataset.
  4. Populate the dataset with data.
  5. Update the dataset data and sync it back to the data-source.
  6. Cleanup after using a dataset.

The first two steps are discussed next in Define a dataset. The rest of the steps are discussed in the Datasets Guided Journey.