Preview: Created Data Source

The Preview step is the last step of the guided process. You can preview all the data elements and calculated elements selections made in the previous steps of the guided process.

To preview the selections made in the data source being created:

  1. From the Preview Project list, select your project and then click Preview Data to view the first 100 rows of the data source.
  2. Select any of the following actions:
  3. From the Save menu, select any of the following options:
    • Click Save to save the selected information in this step.
    • Click Save and Close to save the data source in a Draft status; return to the Data Sources log.
  4. Click Publish to save the data source in a Published status; return to the Data Sources log.

    Notes:

    • You can click Cancel in any step of the guided process to discontinue and return to the Data Sources log.
    • It is recommended to click Save in each step to avoid losing any unsaved information or selections made in that step.

Related Topics

Data Source Creation Guided Process

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



Last Published Friday, April 11, 2025