Data Source Creation Guided Process

The Data Source Creation guided process provides a step-sequence for you to create new data sources for data visualizations.

It includes the following sequence:

  1. Properties: Specify Metadata for the Data Source
  2. Data Elements: Select Data Elements for the Data Source
  3. Calculated Elements: (Optional) Include Calculated Elements in the Data Source
  4. Filters: (Optional) Create Filters for Data Elements
  5. Preview: Created Data Source

You must have Configure permission for visualization data sources to complete this task.

Related Topics

Properties: Specify Metadata for the Data Source

Data Elements: Select Data Elements for the Data Source

Calculated Elements: (Optional) Include Calculated Elements in the Data Source

Filters: (Optional) Create Filters for Data Elements

Preview: Created Data Source


Last Published Friday, April 11, 2025