Shared Data Sources

This section explains about how to use shared Data Sources in existing Dashboard in the Syncfusion Dashboard Server.

Data sources are allowed to connect dashboards to different types of databases or middle-tier business objects.

Shared data source the term indicates that the data sources can be shared with multiple dashboards. Examples of shared data sources are as follows,

  1. Used to switch between testing and production servers instantly
  2. Data sources can be shared across multiple Dashboards. If the database has moved or renamed or database server credentials has updated, it can be easier to update the data source which is shared with the multiple dashboards.

Shared data sources are optional for Dashboards and dashboards can be rendered with the embedded data source itself.

Update Shared Data Sources

To use shared Data Sources for a Dashboard, click on the Update Data Source(s) option from the context menu.

Update Data Source Option

Data Sources already used in the Dashboard along with the available Data Sources in the Server to choose are shown in the dialog box.

By default, all Dashboards use embedded Data Source.

List Data Sources

Change the Data Source for Data Source Names available in the Dashboard by selecting it from drop down list or by adding new Data Source.

Select Data Source From Drop down

Dynamic Data Source Mapping

This can be achieved by assigning data sources for groups. The data source can be loaded dynamically based on the group of the current user.

  1. If you select, All users option, then the data source you have added will be shared to all the users.

    All users Drop down

  2. If you select Group option, then you can see now an another dropdown which list all the active groups. From the dropdown you can map the data source to the group.

    Select group from From Drop down

  3. Now click the save button to save the assigned data source for groups.Now the Dashboard will be loaded based on the the data source assigned to the group of the current user.

    Save data source

  4. Then the selected data source will be mapped with the particular group(s).You can see assigned groups in an assigned data sources tab.

    Assigned data sources

  5. You can edit the assigned data source for that particular group, using the Edit button, it will get you back to assign data source tab content.

    Edit assigned data sources

  6. You can delete the assigned group for a data source(s),using the Delete button it will delete the assigned group and the group permission.

    Delete assigned data sources

    Delete assigned data sourcesdialog

NOTE

If the shared data sources does not have permission for the current user, then the dashboard will not load.

Add new Data Source

New Data Source can be added by two ways,

  1. By searching with the Data Source names in the drop down. It suggests to add new Data Source, if the searched Data Source is not in the list. On clicking the ` (New Data Source) ` option opens the new Data Source dialog box.

Add New Data Source

  1. Click the plus (+) icon to open the new Data Source dialog box.

Add New Data Source Icon

Select a Data Source file and add it.

Add Data Source

The newly added Data Source is automatically selected for the specific Data Source Name.

Add Shared Data Source

On clicking the update button, the shared Data Sources are updated for the specific dashboard.
Here,

Data Source Name IPL_1 uses non-embedded Data Source.

Data Source Name IPL_2 uses embedded Data Source.

Update Data Source

Update Dashboard with Shared Data Sources

On updating the version of the Dashboard with the Shared Data Source, a message box is displayed like below,

Shared Data Source Previous Version

On clicking Yes, displays update Data Source dialog for current version of Dashboard.

On clicking No, the embedded Data Source is used for the current version.