BI Catalog Builder - Edit Data Sources

Overview

Screenshot of Edit Data Sources screen.

Edit Data Sources Screen

This screen is used to edit existing data sources and to create new data sources via the following actions:

  • Provide more meaningful names for folders and files of new data source’s business areas.

  • Set the default aggregate function for the fields.

  • Set which fields are visible in the BI Dashboard Builder tool, for simplification’s sake.

  • Restrict access to data source by associating security role(s) to it.

A Navigation panel is provided on this screen to allow users to navigate the data source tree and selected tree nodes using drop-down lists. Refer to BI Catalog Builder - Navigation Panel (Edit Data Sources) for more details.

Search, Sort, and Filter panels are also provided on this screen. These panels allow users to:

  • Search a data source's tree for specified text or for specific objects/columns.

  • Sort business areas, folders and fields.

  • Filter to show/hide hidden fields.

Refer to BI Catalog Builder - Search, Sort and Filter Tree Nodes for more details.

A Legend is also available on this screen to explain what the colors represent for the folders and fields in the data source tree.

Operations to a data source and its components are made via this screen’s context menu, which is launched via a right-click.