Working with Dashboard data sources

You can use data sources to define the information that must be displayed in a widget. For example, you can configure a column chart widget to display all the opportunities (entity) closed and won (group), by an account manager (dimension) and the total amount of the sale (metric).

Defining data sources is not required for all widget types. Some widgets, such as bar and column charts allow you to define multiple data sources to compare two sets of data in the same chart.

To access the Add/Edit Data Source window:
  • Click Add the Widget Settings window.
  • Click Edi corresponding to an existing data source in the Widget Settings window.
You must specify this data source information:
  • Name: A descriptive name for the data source.
  • Entity: The entity from which you want to retrieve the data. For example, Opportunities. You can retrieve the data in the charts and link widgets for all entities that have the List view page.
  • Group: The group for which the data must be displayed. For example, All Opportunities. All groups that are accessible to a user can be used in charts and lists.
  • Dimension: Dimensions are a type of filter, that determine the information to be displayed. For example, Account Manager. The user with the Administrator role can also define additional dimensions.
    Note: The dimensions are displayed based on the selected entity filters and the configuration settings.
  • Metric: Metrics are the criteria based on which the data to be displayed in the widget is calculated. Metrics are specific to a dimension. Additional metrics specific to each entity are also available.
  • Sort Order: The order in which data is arranged in the widget. Possible options: Dimension Ascending, Dimension Descending, Metric Ascending, and Metric Descending.
  • Advanced: The additional options to retrieve the data:
    • SData Analytics Where Clause: Allows you to specify an SData analytics feed where clause for defining the query parameters using the correct syntax.

      Example: To filter out values earlier than or after, use the statement: name not like EarlierThan% and name not like LaterThan%

    • SData Entity Where Clause: Allows you to specify an SData entity where clause for defining the query parameters using the correct syntax.
      Note: For more information about creating a where clause, see Creating an SData Where Clause.
Note: 
  • For Bar, Column and Line widgets, you can continue to use the Add/Edit option until you have added all the required data sources for the widget.
  • To delete a data source from the list, you can click the Delete icon next to the data source, and click OK to confirm the deletion.
  • When finished click Save.