Source Creator

The Source Creator allows advanced configuration of data used in custom reports and analytics of the Analytical Page..

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To access it, click on the Analytical Page button (1.) in the Launchpad, then select Go To Source Creator:

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 predefined set of values for a field - such as "Started", "Closed", etc., used in filters on the Analytical Page. You’ll see a special icon to open the list of available values:

    

    

    You can choose between:

    • Table/View Collection: Pulls values directly from the related table or view.

    • Custom Collection: Allows you to manually define the list.

      

      The Table/View Collection:

      

      The Custom Collection option:

      

Variants tab

In this tab, you can manage all Variants associated with a source - add, edit, or delete them.

To create a new Variant, click + Add 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.

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