BI Data Sources

Business Intelligence data sources are created to allow users to pull specific information into widgets on the Workspace.

Topics include: 

Add a BI data source

Edit a BI data source

Delete a BI data source

 

Add a BI data source

1. Click Add.

   

2. In the Add DataSource window, click Create New Datasource.

   

3. Enter a name for the BI Data Source in the Name box.

4. From the Project drop-down list, select the project you want to pull data from.

5. Click Add to add criteria.

   

6. Select the index field that you want to use from the drop-down list.

7. Enter index field values you want to include for the data source in the following box.

   Tip: Multiple values can be entered by separating them with the pipe (|) symbol. For example: Initial Review|Approved for Payment|Department Review|Pending Export|Exception

8. Click Add to add additional data source criteria or click Done.

   

Edit a BI data source

1. Select the BI data source that you want to edit, then click Edit.

2. Edit the data source configuration as needed, then click Done.

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Delete a BI data source

1. Select the BI data source that you want to delete, then click Delete.

2. Click Delete to confirm the deletion.

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