Data Sources Page

This applies to: Visual Data Discovery

Use Sources to create, import, export, search, review, and maintain your data sources.

All users can view the Sources work area.

If you log in as a user who has not been granted permissions for any data sources, the Sources work area displays a message indicating that no sources are available.
If you log in as a user who only has read permissions for one or more data sources, they are shown here, but Connection information is not available for the sources.
If you log in as a user who belongs to a group that is granted the Create New Data Sources or Administer Sources privilege, you can create, import, export, and maintain data source configurations using this work area.

Use this work area to create, import, and edit data sources.

The Data Sources work area includes the following features:

Create Source: Select to create a new data source configuration. See Define a Visual Data Discovery Source.
Import Source: Select to import a new data source configuration and connection information. See Import or Export Sources.
Export Selected Items: Export one or more data sources by selecting the checkbox for a source to export. The Export Selected Items button becomes active. Select to download the sources in JSON format.
Embed Sources Inventory: Select to generate a code snippet to embed the sources inventory in your application. See Generate a Sources Inventory HTML Snippet.
A table that lists the data sources you can see, sort, and favorite.
Options to modify source permissions, view and modify row and column security filters, refresh the cache, and manage Available Visual Types and Materialized Views.
A search bar at the top of the page you can use to search for a specific data source in the table.

Access the Data Sources work area

Log into Symphony.
Select the Sources option from the main menu. The Data Sources work area appears.

Depending on your settings, you can edit and delete data sources listed in the table. You can also clear the cache for a data source. If there are many sources listed, you may need to search for the source you need.

Search Field

You can use the search field to filter the sources in this work area by source Name, Description (if provided), Connection, or Author. For example, if you type a C in the search box, only sources that include the letter C in the selected field searched are shown in the working area. See Search and Filter Lists.

Buttons

The buttons on the page allow easy access to saved data sources, as well as other data sources created by other users in your Symphony environment that you have been granted access to see. Use the options shown to create new sources, filter the data sources shown, as well as import, export, or create sources.

Button	Description
All	Removes any filters for the sources list and displays all sources available to you within your environment.
	Displays only the sources that you have marked as favorites.
	Displays only the sources that you created and saved. Sources created and saved by other users are hidden.
	Displays only the sources that other users shared with you.
	Select to generate an embeddable sources inventory link. See Generate a Sources Inventory HTML Snippet.
Export Selected Items	Allows you to export multiple selected items.
Import Source	Allows you to import a source. See Import or Export Sources.
Create Source	Allows you to create a new source. See Define a Visual Data Discovery Source.

The Sources List

The sources list columns are described below. Several of these columns can be used to sort the list: select the column header to sort first to last and again to sort last to first. You can search for items by the contents of several columns. See Search and Filter Lists.

Column	Description
Select (not labeled)	Select one or more items to perform bulk actions, such as export, for your resources.
Fav	Mark the source as a favorite.
Type	An icon identifying the data store type for the data source.
Name	The name assigned during data source creation.
Description (not labeled)	The description icon is visible if a description associated with a source. You can search for a source by the contents of this field.
Tags	Content tags applied to the source. Select the filter icon to open a drop down list and select tags to filter your list or to narrow your search results. If several tags are associated with an item, hover over the ellipsis to see all tags for this resource.
Filter icon	Select to filter the work area's contents by one or more content tags.
Connection	The display name of the data store connection definition connected to this data source. For flat files, you define a Display Name when you upload the file; this name is shown.
Author	The user name of the data source creator.
Modified Date	The time stamp when the data source configuration definition was last modified.
Permissions	Select the permissions icon for a data source to assign and manage its permissions. You can only define permissions for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Row	Select the row security ( ) icon for a data source to define its row security for authorization groups. You can only define row security for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Column	Select the column security ( ) icon for a data source to define its column security for different authorization groups. You can only define row security for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Actions	Shows icons you can select to perform actions for the data source. Select the delete () icon to delete a data source configuration. Before you delete a data source configuration, you must delete all the dashboards and visuals that use it. See Delete a Data Source Configuration. You can only delete a data source if you are logged in as, a user with the Administer Sources privilege, or a user with read and delete permission for the data source. Select the clear cache () icon to clear the data cache for a data source configuration. Select one or more cache options to clear: Data Cache: Clears the cached query results. Statistics Cache: Clears the cache of fields statistic metadata, such as min, max, and distinct values numbers. See How Symphony Caches Data and Clear the Cache for a Data Source Configuration. You can only clear the cache for a data source if you a user with the Administer Sources privilege, or a user with write permission for the data source. Note: If a Custom Range has been defined for a field, the minimum and maximum fields used in filters remain unchanged when you refresh source data. These fields are shown with cache actions disabled on the Cache tab. Select the More menu () button to view the More menu for a data source configuration. Options include: Available Visual Types: Select to define what visuals are available for this data source configuration. See Available Visual Types. Materialized Views: Select to define materialized view settings for the data source configuration. See Use Materialized Views (Experimental). Not visible if disabled. Export Source: Select to export the source information in JSON format. See Import or Export Sources. Note: If you try to delete a visual, filter snippet, dashboard, dashboard link, source, or source field, Symphony displays an error message naming any objects dependent on the item you’re trying to delete. You can delete the item after you’ve removed the association from the dependent object. See Fields Usage.