(v23) Define a Visual Data Discovery Source

Define a Visual Data Discovery Source

This applies to: Visual Data Discovery

Define a new source

1. Log in as a user with the Administer Sources or Create New Data Sources privilege.

2. Select Data Sources from the main menu in Visual Data Discovery. The Sources work area appears.

3. On the Sources page, select the Create Source button. The Source Creation work area opens.

   

4. Enter a unique Name for your source and optional Description in the Source Definition work area. This description is searchable from the Sources page.

5. Click the Add button to add a data entity From Connection or From File.

   

6. Select From Connection to open the Data Entity Details work area. You will only see the connections you have read permission for. See About Source Permissions.

7. Enter a unique Data Entity Name, then select an available connection in the Select Connection list.

   

8. Depending on the connection you select, you'll need to select an existing entity or provide Custom SQL, then provide other information as needed to add the data entity. By default, all Available Fields for your data source are included: clear the appropriate check box to exclude the field from the data source. Select Apply to save the data entity or Cancel to discard your changes. Select Save Source to save this source. As needed, update the default settings on the Fields tab, Cache tab, or Global Settings tab.

   Table visuals and Detail dialogs display fields in the order they are retrieved from the source. When you create a source using custom SQL, your fields are shown in the order you specify.

   

9. Once saved, your new data source configuration is added to the list on the Sources page.

Note: To create a Fusion data source, add more than one data entity and set up a join configuration. If you create a Fusion data source or upload files as a data source, the fields and settings in Source Creation differ from other sources. See Create a Fusion Data Source and Manage File Uploads in Symphony.

Note: To create a hierarchical data source, add more than one data entity and set up a join configuration. See Hierarchical Fields and Structures and Define a Hierarchical Data Source.

Define a new data source from a Managed Dashboards connection

Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.

1. Log in as a user with the Administer Sources or Create New Data Sources privilege.

2. Select Sources from the main menu in Visual Data Discovery. The Sources page appears.

3. On the Sources page, select the Create Source button. The Source Creation work area opens.

4. Enter a unique Name for your source and optional Description in the Source Definition work area. This description is searchable from the Sources page.

5. Click the Add button and From Connection to add a connection from your Managed Dashboards connections. The Data Entity Details work area populates.

6. Select From Connection to open the Data Entity Details work area. You will only see the connections you have read permission for. See About Source Permissions.

7. Enter a unique Data Entity Name, then select an available Managed Dashboards connection in the Select Connection list.

   Note: When you select a Managed connection, the Source Creation work area is renamed Source Creation Beta.

8. Depending on the information in connection you select, you'll need to select an existing entity or provide Custom SQL, then provide other information as needed to add the data entity. By default, all Available Fields for your data source are included: clear the appropriate check box to exclude the field from the data source. Select Apply to save the data entity or Cancel to discard your changes. Select Save Source to save this source. As needed, update the default settings on the Fields tab, Cache tab, or Global Settings tab.

   Table visuals and Detail dialogs display fields in the order they are retrieved from the source. When you create a source using custom SQL, your fields are shown in the order you specify.

9. Once saved, your new data source configuration is added to the list on the Sources page.