Applies to V4.5 and later
Connections provide a way for the dashboard software to interface with a source system.
Connections are designed to operate in a similar way regardless of the source type:
- TextFile - Delimited text file
- Excel - Spreadsheet
- ODBC - ODBC Connection to RDBMS
Connections are the foundation of the Intuitive Dashboard process as they establish the link between the Intuitive dashboards and the source data system. Connections are designed to abstract information about ODBC setup, authentication parameters and database engine parameters. In doing so, they allow the administrator or system designer to publish a datasource for use in dashboard construction without having to train users on the setup of the source itself.
Creating a new connection- Select Main Menu->Connection Builder->New Connection. If you do not have access to this menu item, please contact your dashboard administrator.
- Select one of the Data Source Types: Excel, Text File or ODBC from the dialogue box.
- Select the source from the list of available and correctly configured data sources.
Example: A list of configured ODBC Sources
- For ODBC connections, it may be necessary to establish Connection Authentication.
- To verify the connection's success, the info panel will display the titles of the tables or worksheets included in the connection, or display "Raw Data" for text files. Note: Some 64-bit ODBC connections do not return a table list, however that does not prevent them from processing SQL statements.
- Enter the title of the connection which is displayed in the tab when a connection is edited.
- Save and name the connection via the save
Icon. - Optionally, Publish the connection directly via the publish
Icon.