Configuring a View
What is a DataView?
A DataView is a table of data loaded from the DataSource. It can have associatedColour Filter s and Layouts.
The DataView is also where the Read and Write permissions are defined, as well as the available Actions.
Creating a New DataView
DataViews can be created in 3 ways:
- From the Sources Manager Tree, right click aDataSource Node orDataView Node and select New DataView
- From theDataSource Configuration Dialogue, click the NewDataView button
- Automatically by dropping a file onto the Sources Manager Tree if the file type is supported by at least one DataSource
An existing DataView can be cloned:
- From the Sources Manager Tree right click aDataView Node, select NewDataView and confirming the duplication.
Similarly DataViews can be edited:
- From the Sources Manager Tree, right click aDataView Node and select Edit DataView
- From the DataSource Configuration Dialogue, Select the DataView in the list and click the Edit button, or double click the DataView in the list directly
Configuring the DataView
The DataView Configuration Dialogue allows you to define a Name for the DataView as you want it to be displayed to the user in the Sources Manager Tree.
The Configuration section is specific to the DataSource provider, refer to the corresponding documentation for more details.
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Some DataViews may not be configurable. |
Configuring
- SQL Server DataViews
- Primavera P6 DataView
- Excel DataView
- SiteSense DataView
- Asite DataView
Configuring a Data Pivot
DataViews support multi-columns Data Pivot with rows grouping and many types of value aggregate. To configure a Data Pivot refer to the topic Data Pivot