Source Creator

This option allows advanced configuration of data presented in custom reports and analytics of the Analytical Page..

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To open the option, click the Analytical Page button (1.) in Launchpad and then the Go To Source Creator button:

This leads to the Source List:

This is a list of sources currently used in the Variants used in Analytical views.

You can add a new Variant by clicking the Add New Source button:

Source tab

Here you can configure:

• the name of the Variant

• the source – an MS SQL query that will be a source of data for the Variant

• available fields (for a specific query) – the list is available after clicking the Show - Preview button after entering a query. Here you can modify the Variant by changing values for specific lines. You can set:

  • Displayed Column Name

  • Column Description

  • Column Type

  • Set a Custom Collection (different than in related Table View)

    Click here to find out more.

    A collection is a group of vocabulary values available for some fields, e.g., Status - Started, Closed, etc.

    In the context of the Analytical Page, collections are used for filters. In this case, there is a special icon that you can click to open a list of values to choose from:

    

    

    You can either take the values from the related table (the Table/View Collection option) or set them manually (the Custom Collection option):

    

    The Table/View Collection:

    

    The Custom Collection option:

    

Variants tab

In this tab, you can manage (add, edit, delete) variants for a source:

Click the + Add Variant to add a Variant:

Here you can define:

• Basic Settings: Name, View, Default, Accessibility (Public/Private);
• Table Startup Settings: settings related to the Table view.
• Chart Startup Settings: settings related to the Chart view.
• Visual Filter Startup Settings: settings related to the charts.