Data Sources

Data Sources provide access to the Supplier Evaluation data for reporting purposes. The reportable Supplier Evaluation data is made available through a set of predefined SQL queries and APIs which give access to the majority of the application's data. Related data is grouped and joined in a way that is optimized for efficient reporting. A data source may be used in any number of report templates.

Note:

The supplied core data sources cannot be edited, deactivated, or deleted.

While the contents of the supplied data source queries (that is, the records and the fields therein) are not configurable, the Data Source records that contain them can be copied and adapted to form custom variants by creating subsets of the reportable fields and applying filters to the data.

Filters are used to refine the data source contents to a data set appropriate for a particular type of report. Costs and weightings are applied to the data source to help limit reports to a manageable size. A data warehouse is used to source the data for high volume reports, thus reducing the impact on the Supplier Evaluation application.

To access the Data Sources, select the Manage Reporting Data Sources option in the Reporting Admin area. This is only accessible to users with the Advanced Reporting Administrator authority profile.

The list of data sources is displayed, grouped by status. A single Default list view is provided. For each data source, the description, code, query name, and version are shown. A column indicates if the data source is one of the system-delivered core sets.

Figure 3-1 Data Sources Page

To see the details for a specific data source, double-click the row. A tab opens with the details. You can also select the View or Edit actions.

Note:

The Data Source records can be imported and exported using the Import and Export list view actions, however rows in the Filters table that relate to glossary selections or enumerations are excluded.

If using the Import action to create a new data source, the system-delivered flag must be set to No, else the imported data source will not be editable.