Upland Community LoginVeuillez noter que ce guide est présentement disponible en anglais seulement.   

Create a Data Source

Note: Each user's profile is uniquely configured and permissioned. Your view and options may differ slightly depending on the permissions granted.
Warning: You must have a clear understanding of the database schema to be able to manage Upland Analytics Sources and Views. Database schemas are blueprints of how the data is organized in the database. Upland Analytics allows for great flexibility in managing the Sources and Views but it is only recommended for users with knowledge and understanding of the Database schemas and its administration.

1. Access Upland Analytics Sources

  1. Click the Analytic Settings button on the Main Menu Bar.
  2. Then select Data Sources from the menu.

2. Click New

  • Click New, upon accessing the Upland Analytics Sourceslist page.

3. Create New Data Source

When Creating a new View there are two mandatory fields: Title and the Available Views.

Enter the following information:

  1. Title: This is the name of the View, which is a required entry.
  2. Description: This field allows entering a description for the View.
Note: The Key is generated automatically.

  1. Select one or more Views from the available list.
Tip: The Relationships section will be displayed once more than one View is selected.

  • Define the depth for each of the selected Views as follows:
    • A depth of 0 is for the starting node. There can be only one node with a depth=0.
    • Any other node that branches out of a node with a depth=0 will be depth=1.
    • Any other node that branches out of a node with a depth=1 will be depth=2.
    • Any other node that branches out of a node with a depth=2 will be depth=3 etc.

  1. Click add + button to add a new line item where you can define a new Relationship.
  2. Create the Relationships:
    1. Select the necessary option from the list of available From options.
    2. Select a Join Type from the list.
    3. Select the necessary option from the list of available To options.
  3. Repeat steps 1-2 to create more than one Relationship.
Tip: To remove a Relationship from the Data Source simply click on the remove - button against the Relationship you wish to remove.

4. Click Save

  • Click Save to apply your changes.
Note: The newly added Source is listed on the Sources list page and can be selected and used during the report creation process.

5. Use Newly Created Source

  • When creating a new report you can now select your newly added Data Source.

Menu