The joy of sets

There are two types of Set:

  • Dynamic Sets: You tell the Set Manager which table to draw data from and how to determine which records to include in the Set. The set is dynamically maintained by CatBase.

  • Ad-Hoc Sets: You choose some specific records and create an ad-hoc set. The selection of records included in the set does not change unless you manually add to or delete records from it.


Using the Set Manager (Dynamic Sets)

With the Set Manager, you tell CatBase which criteria to use to maintain the set.

  1. Select the table that you want to create a set for.
  2. Expand the Sets topic in the left-hand menu
  3. Click on New Set


A new Set looks like this:




















Set Name: Enter a name for your Set. Set names must be unique within a Database Project.
Table: Name of the table that the Set will draw its data from.
Create the set using: There are two choices here:

  • All records in the table: All records in the table will be included in the set.

  • Query the table: You tell CatBase how to decide which records to include in the set

Include records marked for Deletion: by default, records marked for deletion are NOT included in dynamic sets. Select this option if you want to include them.
Include records marked as inactive: by default, records marked as inactive are NOT included in dynamic sets. Select this option if you want to include them.

As an example, let's create a set containing all people listed in our database who live in New York. In the Telephone Directory project in our Demo Database, we have a table called White Pages which this data will be drawn from.


  1. Select the White Pages table.
  2. Expand the Sets topic and click on New Set.
  3. Enter a name for the set, for example "Everybody in New York".
  4. Select the Query the table option from the Create the set using: popup menu. The view changes:























Click the Add Criterion button. A Query Line window opens:






The options are:

  • Field to query
  • Query operators (eg "is equal to", "contains" etc.)
  • Criterion entry or selection

Choose the field that you want to base the query on. The display may change, depending on the type of field you selected: 


String or Text field

You'll usually enter one or more characters into the Criterion field. The Criterion field can also be left empty. For example, if you want to include all records that have nothing in the City field, you would choose the field (City) Is equal to (nothing).

Script Variable

A script variable is value that can change. You can specify a Script Variable for any Publishing Project or for a Project Step within a Publishing Project. For example, you might want to be able to specify any city or state to include in a publication. You could either create a separate Set for each possible option (that could be very tedious) or - simpler - you select the Script Variable here and then, in your Publishing Project, enter the search criterion into the Script Variable field - eg "new york" or "los angeles" etc. Think of it as a dynamic criterion.

The query operators are:

  • Is after: for when you want to find data that comes after the criterion you specify, alphabetically. For example,Last Names that are after N.

  • Is before: to find data that comes before the specified letter. For example, names that come before P.

  • Contains: data that contains the specified text. For example, all Product Names containing "chocolate".

  • Is equal to: find data that exactly matches your criterion. For example, City is equal to "New York". Note: the queries are NOT case-sensitive.

  • Is not equal to:find data that is not the same as the criterion you specify. For example, City Is not equal to New York.

  • Starts with: Data that starts with the text you specify. For example, all product names that start with "cardboard"


Numeric field

The query operators are:

  • Is equal to: find data having a value equal to the value you enter (can be 0)
  • Is greater than: Find values larger than the value you enter (can be 0)
  • Is greater than or equal to: find values the same as, or greater than, the value you enter
  • Is less than: Find values lower than the value you enter (can be 0, in which case it will find any negative values)
  • Is less than or equal to: find values the same as or less than the value you enter (can be 0)
  • Is not equal to: find values that are not the same as the value you enter


Date Field

When you select a Date field, you have two options for the Criteria:





You can either enter a specific date, or click the Choose option popup and select Current Date. If you select Current Date, CatBase will use the actual date each time it updates the set.

The query operators are:

  • Is equal to: find data that has the same date as the selected criterion. For example, you could have a dynamic set containing all records that were modified "today" by choosing Is equal to with the Current date option selected.

  • Is after: find data having a date later than the specified date

  • Is equal to or after: find data having a date the same as or later than the date you specify

  • Is before: find data that has a date earlier than the date you specify

  • Is equal to or before: find data that has a date the same as or earlier than the specified date

  • Is not equal to: find data that has a date that is not the same as the date you specify


Boolean field

The query operators are:

  • True
  • False

The Criterion field is hidden. Boolean fields can only be either True or False.


Choice List Field

The Query Operators will be the same as for a String or Text field, but instead of a field to enter the criterion you'll see a popup menu listing the Choice List choices.

Example 1: Create a set comprising all people in New York

To find all the people living in New York, we would create a Query Line like this:

Can you remember which records you want to publish in a particular publication? Is it all the records in one table? Just the companies in North America? Only the products on special offer? Only the ones that are in the "Over 50s" category? A selection that you chose manually? Use the Set Manager to create and maintain any number of sets of data!

TOP DOG IN DATA PUBLISHING