Manage Data Sources

This section explains on how to add, update, share, download, delete data sources and also on how to view the version history of data sources in the Syncfusion Dashboard Server.

Data Sources that are accessible by the user depending on the user’s permission is displayed in the data sources page.

Add Data Sources

Data source can be created only if the user has Create All Data Sources permission.

Steps to add a data source

1. Click on the Upload button in the menu and select Data Source to add a data source.

   

2. Fill in the form with name and description of the data source and upload the data source file(.syds).

   

3. When clicking on Add, the data source will be added to the dashboard server.

NOTE

Read Write Delete Download permission for that Specific Data Source will be added for the user who created the data source.

Update Data Sources

Name, description and the data source file(.syds) can be changed in the update data source dialog box.

Share Data sources

This section explains on how to share data sources with the other users in the Dashboard Server.

Steps to share a data source

1. Click the Actions button in the Data sources grid context menu and select Manage Permissions option.

   

2. Select the permission access from the Select Access dropdown and select the users or groups to share the data source.

   

3. After selecting the access and users or groups, click on the Add Permission button.

   

NOTE

Only the user who created the data source and the Administrator can share the data source with other Dashboard Server users.

Remove Permission

The user who created the data source and the Administrator can remove the shared data source permissions using the Remove option in the Actions column of the each permissions.

Edit Data sources

Data Sources can be modified from the Dashboard Server, if the user has Write permission for the particular data source.

Click the Actions button in the Data Sources grid context menu and select Edit Data source to modify the Data Source.

Download Data Sources

Click the Actions button in the data sources grid context menu and select Download to download the data source in .syds format.

Version History

Versions and file logs for each data source are maintained in the dashboard server for every changes in the data source. Check Version History section under Manage Dashboards for more details.

Delete Data Sources

Data Sources can also be deleted from the dashboard server when they are no longer required.

Click the Actions button in the data sources grid context menu and select Delete to delete the data source.