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 are used to define multiple data sources to compare two sets of data in the same chart.

To access the Add/Edit Data Source window:

  1. Click Add in the Widget Settings window.
    Note: You can also click Edit corresponding to an existing data source in the Widget Settings window.
  2. Specify this information:
    Name
    A descriptive name for the data source.
    Entity
    The required entity 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. Possible values:
    • SData Analytics Where Clause: Used to specify an SData analytics Feed Where Clause for defining the query parameters using the correct syntax. Fro 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: Used 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.
  3. Click Save.
    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.