Multiple Data Sources

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Overview

 

Data Sources can be used singularly or in conjunction with other data sources when building dashboard views. Accessed from the Data Source tab on the toolbar, you can add additional InFocus (default), External or Custom data sources.

 

When designing, it's important to note that Dashboard Items (Charts, Grids, Maps, etc.) can be bound to only one data source. That said, interactivity can be established between dashboard items across multiple data sources.

 

Master Filtering (optional)

 

When using multiple data sources in Dashboard View, Master Filters can be applied across all data sources using the Cross Data-Source Filtering setting, listed under the Data Tab on the toolbar . This means, for instance, a Chart sourced from InFocus could be used to filter a grid sourced from an Excel spreadsheet or other third party data source.

 

For this to work, there must be a similarly named data item (field) in each data source by which the sources can be joined for filtering purposes.

 

For example, the following would support Master Filtering across data sources:

 

Data Source 1 | Field: Employee_Code
Data Source 2 | Field: Employee_Code

 

The following would not

 

Data Source 1 | Field: Employee_Code
Data Source 2 | Field: EmpCode