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Pentaho Documentation

Tour the Data Source Wizard

Overview

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 this tool 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, and add tables and columns.

ssPucCreateNewDataSourcex.png

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.

ssManageDataSourcesNewButtonx.png

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 perspective Click Create New > Data Source > New Data Source button > Data Source Wizard
Home perspective Click Manage Data Sources > New Data Source button > Data Source Wizard
Home perspective Click Create New > Analysis Report > Add icon > Data Source Wizard
Home perspective Click Create New > Interactive Report> Add icon >Data Source Wizard
Opened perspective Click New > New Data Source > Data Source Wizard
Any perspective, from the menu bar Click File > New > Data Source > Data Source Wizard
Any perspective, from the menu bar Click File > Manage Data Sources > New Data Source button >Data Source Wizard
Dashboard pane, creating a chart or data table Click the Add icon in the Select Data Source dialog box

ssGettingStartedDataSourceWizardEntry.png

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