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 select 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:
   • Select Save to save the selected information in this step.
   • Select Save and Close to save the data source in a Draft status; return to the Data Sources log.
4. Select Publish to save the data source in a Published status; return to the Data Sources log.

   Note:

   • 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.
   • You may receive an error message during Data Structure setup when you enter a valid Data Structure and a valid Data View. You can disregard the error and proceed with editing and saving the Data Structure.
   • 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.