(v23) Connect to data and view it on a dashboard

Connect to data and view it on a dashboard

This applies to: Managed Dashboards, Managed Reports

This walkthrough shows you how to add a new connection to a data source and use it to display some data on a dashboard.

A SQL Server/Azure SQL database is used for example purposes, but you can follow these steps for any data source.

Connecting to data

If you are accessing data live from a database or online data source, you generally need to have some knowledge about the type of data source as well as the necessary permissions to connect.

You also need to be a user with at least power user access to create a data connector.

Create a new data connector

You can create a data connector a number of different ways:

• Click Data in the The Symphony Main Menu on the left, switch to Data Connector, then click Create.
• You can also use the options provided when creating a new metric set.
• Or, right-click the Data Connectors folder in the Explore window and choose New Data Connector.

The new data connector dialog appears, with various settings available that change depending on the type of data provider you want to use.

Choose a name and folder location

Your new data connector will need a name - click inside the Name box to open a dialog where you can enter one.

You can optionally click to select a specific subfolder Location under the Data Connectors folder. To create a subfolder, right-click (or long-tap) an existing folder and choose Create Folder.

Select a data provider

You can connect to a wide range of data source types. The Data Provider drop-down is set to Microsoft SQL Server by default, which is also used for connecting to Azure SQL and Azure Synapse.

The settings below may change after changing the data provider.

Your administrator may need to install drivers on the server for certain data providers. For more information about supported data sources and their driver requirements, see the system requirements.

Settings

You can hover over each data provider setting for a tooltip popup providing a description (or long-tap on touch devices). There may also be additional details available for certain data sources in the How To article subsection.

Some data providers offer more than one authentication method you can choose from, such as:

• Server Windows credentials
• Provider-specific options such as SQL Server authentication
• Specified Windows credentials
• Impersonated Windows credentials
• Active Directory credentials, for use with Azure

Fill in the requested credentials if required.

When connecting to any database, there may be settings similar to the following ones for Microsoft SQL Server:

• Data Source - The name of your database instance or database server (e.g., often this is just the server name), or its network/internet address.
• Initial Catalog - The database name.

There are typically other optional or advanced settings you can configure. Click through the expandable sections near the bottom to access additional settings.

Test the connection

You can click Test connection as a quick way of verifying the settings you just entered. A message will appear in the bottom-right corner of your browser window indicating whether the connection was successful.

Save

At the bottom of the dialog, the Check In option is checked by default to share the data connector with other users with access to the current project as soon as it's created.

Finally, click to Save at the bottom. A message will tell you the data connector was created and that a discovery operation was started - this process automatically finds and lists all the tables, stored procedures, and other available data 'structures' for you to work with, and it runs in the background so you don't need to wait for it.

Note: Stored Procedures that don't output a value are not supported.

If you want to make changes to the data connector, you can re-open it from the main menu.

Viewing data

Now that you have a data connector providing access to a data source, you can display some data using a metric set or dashboard, for example. The quick walkthrough below shows a dashboard.

Create a new dashboard

Click on Views in the The Symphony Main Menu and create a new dashboard. Choose Blank to drag and drop content anywhere on the dashboard, or you can choose another template.

The dashboard editor is displayed, with most of the screen taken up by a canvas where you can drag and drop items to compose your dashboard.

Find your data connector

Click on the Explore window, usually docked on the right, to expand it if it isn't already. It lists all the items within the current project.

Expand the Data Connectors folder to see your data connector, then further expand the data connector itself to see the data structures discovered, including database tables and programmatic structures such as stored procedures and functions.

Note: If the structures or their columns have changed since they were last discovered, you can right-click/long-tap the data connector or one of its sub-folders and choose Re­ Discover.

Drag a table of data to the canvas

Under your data connector, scroll down and locate a specific table or sheet of data you want to see. Expand the table and drag individual columns you are interested in, or drag the entire table to preview all of its raw data.

Data sources are connected to live/real-time by default (other than files such as Excel spreadsheets that were uploaded).

Dragging data automatically creates a metric set you can use to analyze it. Initially it's visualized as a table, but you can Re-Visualize from the toolbar. Otherwise, a recommended visualization will be chosen for you automatically as you drag or add more data.

View the dashboard

Click View in the toolbar to switch to View mode. This lets you interact with your dashboard, such as using the scrollbars on the table visualization. Click Edit in the toolbar to go back to Edit mode.