Data Sources - Add/Edit Views

 

From the Configuration/Data Sources screen, click the + or edit icon (the pen) to access the Data Sources screen.

 

Graphical user interface, application

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Figure 33: These icons add or edit Data Source views

 

Once either + or the edit icon is clicked, the Data Sources screen appears.

 

Graphical user interface

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Figure 34: Data Sources screen

 

§ DS Name is the name of the Data Source that a user will define.

 

§ Copy From - This will be available if a user is Adding a Data Source and wants to copy from an existing Data Source in this report/dashboard.

 

NOTE:  This is helpful when in situations where I want multiple reports/dashboards based on the same data but with a different filter or date range for example.

 

§ Business Category - Use this to decide which types of data you wish to see.

 

§ Main - One view must be selected and is used as a Data Source in this report/dashboard.

 

NOTE:  Choosing a Second and Third is relevant when building a Tabular Drill Down Report OR to see a drilldown through the Details when clicking into a matrix, chart, gauge, top list, or stock ticker.

 

See Configuration/Data Sources for more information.