Create Data Sources

Company administrators are the first group of users who determine the data sources that can be made available to users for creating visualizations. You must have Configure permission to create data sources for visualizations.

To create data sources for data visualizations:

  1. Sign into Unifier with Administration credentials.
  2. Go to the Company Workspace tab, and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Data Sources.
  4. In the Data Sources log (right pane), select Create.
  5. Complete the Data Source Creation Guided Process.

    Notes:

    • Required fields are indicated in the user interface.
    • If a data source is removed from a BP design or data view, update the data source before you create, view, or update the content based on that data source.

See Also

Manage Data Sources

Types of Data Source Users

Enable Permissions to Administer or View Data Sources in the Company Workspace

Enable View Permission For Visualizations in User Mode

Access the Data Sources Log in the Company Workspace

Keyboard Navigation

Modify Data Sources

Duplicate Data Sources

Publish Data Sources

Delete Data Sources

Restore Data Sources to the Last Published Version

View and Export the Data Source Audit Log

View and Export the Data Source Usage Log

In This Section

Data Source Creation Guided Process


Last Published Friday, October 17, 2025