If you’re unsure about how to create a datasource in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a datasource.
Select Datasource type Start by choosing the right type of Datasource. It helps tailor the platform to handle specific data characteristics, ensuring efficient processing and analysis tailored to your data’s nature.
Import data Connect to the necessary databases/cloud for a smooth data import into Infoveave or configure the data table for file types. This ensures an organized and structured setup for effective data analysis, facilitating accurate insights.
Configure measures and dimensions Set up essential measures and dimensions to introduce flexibility in analysis, incorporating charts & widgets, and supporting informed decision-making by tailoring insights to your specific goals.
Save Datasource Save your Datasource you to conduct diverse analysis, including business analysis, statistical analysis, query execution, Infoboard creation, ML modelling, and workflow automation setup.
Search
The Search Bar at the top-right of the screen allows you to quickly locate any datasource within the platform. Simply enter keywords related to the name of the datasource or any part of the content you’re searching for.
Card View
When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing datasources. This layout provides a more visual representation of the datasources and folders, making it easier to identify and organize items.
List Views
When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.
New Folder
To organize your items and datasources more efficiently, you can create a new folder. Here’s how to do it
Click the New Folder button, this will open a popup where you can configure your new folder.
In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.
Export Datasource List
The Export Datasource List feature enables users to download a structured file containing all available datasources within the system. This functionality streamlines data management by providing a comprehensive overview for analysis, reporting, and sharing.
New Datasource
Clicking the New Datasource button redirects users to a dedicated configuration page, where they can select and set up various data sources. The page is organized into distinct categories Files, Databases, Cloud Services, and Others.
Filter By Type
The Filter By Type feature allows users to refine their search and quickly locate specific datasources based on predefined categories. In this instance, the Filter by type dropdown provides options such as Delimited and Excel, enabling users to filter datasources based on their format.
