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View Data Source

This section walks users through the process of viewing a Data Source to access the Data Source Summary, which displays detailed, read-only information about the selected Data Source. From this view, users have the option to edit the Data Source or create a Data View with the selected Data Source.

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Step 1. Expand on Data Source

On the Data Source page, expand on the Data Source you wish to view.

On the Data Sources page, the 'Demo Data 2024' item includes a highlighted 'plus' icon to expand on.
Data Source Expand Control

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Step 2. Select View

Select the View button to open the Data Source in view mode.

Data Sources page with 'Demo Data 2024' expanded. The 'View' button is highlighted.
Data Source View Button

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Step 3. Review Data Source Summary

After selecting View, a read-only detailed summary of the Data Source will display. The summary includes the following:

  1. Data source details:

    • Server Address

    • Port Number

    • Database name

    • Username

  2. Impact Analysis:

    • Number of data views and report(s) using the Data Source.

    • Name of the data views and report(s).

    • Status of the report(s).

    • Audience of the report(s).

Data Source Summary page displaying details for 'Demo Data 2024,' including author 'Jane Doe,' last updated timestamp, server address, port number, database name, and username. The page also lists impact analysis, showing 2 data views and 1 report associated with this data source. Below, a table displays the report name 'IDEA Child Count and Educational Environments' with its status as 'Draft' and audience as 'Internal.' Options to 'Edit' or 'Add Data View' are visible at the bottom.
Read-Only Data Source Summary

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Step 4. Options from Data Source Summary Page

From the summary page, you have the following options to proceed with:

  • Edit: Select the Edit button at the bottom of the page to make changes as needed.

  • Add Data View: Select the Add Data View button to create a new Data View using this Data Source. This will open the Data View creation wizard.

  • Close: Select the Close button at the top right corner to exit the summary without making any changes.

The Data Source Summary page displaying details for 'Demo Data 2024.' Highlighted buttons include a 'Close' button at the top-right corner to exit the summary, an 'Edit' button at the bottom to modify the data source details, and an 'Add Data View' button next to it, allowing users to create a new data view from this source.
Options from Data Source Summary Page
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