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Pentaho Documentation

Tour the Data Source Wizard

Overview

Explore the Data Source Wizard features and learn different ways to access it.

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The User Console has a Data Source Wizard that guides you through setting up CSV files, as well as relational and multidimensional data models, as data sources for building Interactive and Analysis Reports. The initial data models you create with the wizard enable you to immediately see how your data looks in Interactive Reporting and Analyzer. Your results appear in Interactive Reporting and Analyzer as you change model structures, adding tables and columns with the wizard.

Note: If you are not logged in with permissions to create, edit, and delete data sources, you are limited to view-only permissions and do not see any icons associated with adding, editing, or deleting data sources.

 

 

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There are several ways to access the Data Source Wizard from within the User Console, so you do not have to backtrack to create a data source.

If You Are In Then Follow These Steps
Home page Click Manage Data Sources > Add icon > Data Source Wizard
Home page Click Create New > Analysis Report > Add icon > Data Source Wizard
Home page Click Create New > Interactive Report > Add icon > Data Source Wizard
Any page, from the menu bar Click File > New > Data Source
Any page, from the menu bar Click File > Manage Data Sources > Add icon > Data Source Wizard
Dashboard pane, creating a chart or data table Click the Add icon in the Select Data Source dialog box

 

 

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After you have accessed the Data Source Wizard, you are ready to begin creating your first data sources.