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Datasource Configuration: Quick Steps

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Welcome to the “Easy Datasource Configuration” guide! This comprehensive guide will assist you in creating your first Datasource. See the steps below to learn how to configure Datasource:

  1. Connect to your Infoveave account and ensure your dataset is prepared
    • Access the Datasources section within Infoveave Studio.
    • Initiate the creation process by selecting “New”.
    • Choose the appropriate file type for your datasource and proceed to select the file.
  1. Configure the datasource.
    • Assign a meaningful name to your datasource.
    • Define calculated columns, if applicable.
    • Specify the date column settings accurately.
    • Save your configuration by clicking the “Save” button.
  2. Define Measures and Dimensions in the Cube Designer
    • Precisely determine the measures (quantitative data) and dimensions (categorical attributes) relevant to your analysis.
    • Leverage additional features such as “Add File” and “Available Tables” as needed.
  3. Upload Data
    • Employ the “Upload Data” option to upload your data in manageable batches.
    • Alternatively, automate data ingestion by sending the dataset via email to the provided custom email address.
  4. Update Datasource
    • Access the Edit Datasource option.
    • Utilize the Update Datasource functionality to synchronize your datasource with the newly uploaded data.
For a more comprehensive understanding of each step, please refer to the corresponding sections in the Infoveave guide. Enjoy creating professional-grade dashboards and uncovering valuable insights!