Datasource Management - Join the Conversation! https://forums.datanyx.com/community/datasource-management/ Datanyx Support Forum en-US Mon, 20 Apr 2026 02:39:24 +0000 wpForo 60 I need to configure the existing Data Source. How do I make the configure icon visible under settings? https://forums.datanyx.com/community/datasource-management/i-need-to-configure-the-existing-data-source-how-do-i-make-the-configure-icon-visible-under-settings/ Tue, 20 Dec 2022 08:04:03 +0000 Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Datasource Management to add/ see the list of Data sources. 
Step 2: Click on Edit and then choose file. Click on the next button. (Refer to the image below).  

Step 3: Now, click on the close icon in preview file popup.  

Step 4: A warning pop-up appears. Click on yes. (Refer to the image below).  

Step 5: The configure icon is available under settings now. (Refer to the image below). 

Step 6: When the user clicks on the configure icon, the preview files pop-up appears. Now, the user is able to edit the file. (Refer to the image below).

]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/i-need-to-configure-the-existing-data-source-how-do-i-make-the-configure-icon-visible-under-settings/ I need to completely alter the data source that I’ve already imported. How do I change the data source that has been saved? https://forums.datanyx.com/community/datasource-management/i-need-to-completely-alter-the-data-source-that-ive-already-imported-how-do-i-change-the-data-source-that-has-been-saved/ Tue, 20 Dec 2022 07:27:52 +0000 Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Datasource Management to add/ see the list of Data sources. 
Step 2: Click on Edit and you will be able to perform two operations.  
  • Append 
  • Override 
Step 3: To perform the append operation, click on Edit and then choose file. Click on the next button. (Refer to the image below).  

Step 4: The preview file popup appears. Click on the checkbox located at the bottom left of your screen.  

Step 5: Select the checkbox at the bottom left of your screen. You have two options and those are ‘append and override’. Select the append or override radio button.  

Step 6: Scroll down and in Data Range, click on edit  icon. Now, that icon looks like an arrow . (Refer to the images below).  

Step 7: The user is able to select the data in Data Range. 

Step 8: When the user selects the data in sheet, then the data is updated in the Data Range. 

Step 9: After selecting the data, click on the arrow icon in data range. The icon will be converted into edit icon.  

Step 10: Click on Import. (Refer to the image below).  

Step 11: The status of the Datasource will be shown as Import in progress. Click on Refresh. (Refer to the image below).  
Step 12: After clicking on Refresh, the Datasource is updated with appended data and status will be shown as Completed. (Refer to the image below).  
]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/i-need-to-completely-alter-the-data-source-that-ive-already-imported-how-do-i-change-the-data-source-that-has-been-saved/ I have created a datasource and will need to have periodical discussions based on it. How do I schedule it as a recurring event? https://forums.datanyx.com/community/datasource-management/i-have-created-a-datasource-and-will-need-to-have-periodical-discussions-based-on-it-how-do-i-schedule-it-as-a-recurring-event/ Fri, 09 Dec 2022 06:07:33 +0000 Step 1: The user can click on the schedule icon that is available under settings.  
Step 2: A schedule dialog box pops up. (Refer to the image below).  
Step 3: The user can add the title and schedule the discussion/ meeting with respect to that particular data. (Refer to the image below). 

Step 4: The time, the date, connector and description can also be added. The user has the option to append or override the data, if necessary, by clicking on the append and override radio buttons.  

Step 5: Click on the save button.  

]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/i-have-created-a-datasource-and-will-need-to-have-periodical-discussions-based-on-it-how-do-i-schedule-it-as-a-recurring-event/ Datasource Creation with Database. How do I configure the datasource? https://forums.datanyx.com/community/datasource-management/datasource-creation-with-database-how-do-i-configure-the-datasource/ Thu, 08 Dec 2022 12:08:41 +0000 Step1: Enter the Datasource name and select Database type from the dropdown. 

Step 2: Select the Datasource type: Data Base. 

Step 3: Select the Datasource type from the various options: 

  • MYSQL 
  • SQL Server 
  • ORACLE 
  • MONGODB 
  • PostgreSQL 

Step 4: Enter the Host Name. 

Step 5: Enter the Port Number. 

Step 6: Enter the Schema Name. 

Step 7: Provide the User Name: While creating the database, it will be accessed through a User Name. Enter that User Name in this column. 

Step 8: Provide the Password: While creating the database, it will be accessed through a Password. Enter that Password in this column. 

Step 9: Choose Direct Connect and this will directly connect to the data source and the user will not be able to do any further changes. (Refer to the image below).  

Step 10: If the user clicks on Direct Connect, then the Success pop-up will appear. Click the Ok button. (Refer to the image below).  
Step 11: The datasource is now added to the Datasource list. (Refer to the image below).  
]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/datasource-creation-with-database-how-do-i-configure-the-datasource/ I need to find a specific datasource out of the list. How can I search for that particular datasource? https://forums.datanyx.com/community/datasource-management/i-need-to-find-a-specific-datasource-out-of-the-list-how-can-i-search-for-that-particular-datasource/ Tue, 06 Dec 2022 09:39:40 +0000 Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Datasource Management to add/ see the list of Data sources. 
Step 2: In the search tab, enter the datasource name. The datasource with the text entered will be shown in the list. (Refer to the image below).  
]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/i-need-to-find-a-specific-datasource-out-of-the-list-how-can-i-search-for-that-particular-datasource/ How do I delete a datasource? A previously imported datasource is redundant and I need to delete it. https://forums.datanyx.com/community/datasource-management/how-do-i-delete-a-datasource-a-previously-imported-datasource-is-redundant-and-i-need-to-delete-it/ Tue, 06 Dec 2022 08:23:12 +0000 Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Datasource Management to add/ see the list of Data sources. 
Step 2: Click on the delete icon available under settings to delete the Datasource. 
Step 3: You will see a warning pop-up. Click on OK in the Warning popup. (Refer to the image below). 
Step 4: You will see a message that the datasource has been deleted successfully. (Refer to the image below).  
]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/how-do-i-delete-a-datasource-a-previously-imported-datasource-is-redundant-and-i-need-to-delete-it/ How do I import an Excel/ CSV file? I need to create a datasource with an Excel file. https://forums.datanyx.com/community/datasource-management/how-do-i-import-an-excel-csv-file-i-need-to-create-a-datasource-with-an-excel-file/ Tue, 06 Dec 2022 08:11:15 +0000 Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Data source Management to add/ see the list of Data sources. 
Step 2: Click on the plus icon, located in the bottom right of the screen to Create a Data source. 
Step 2: Enter the details in the pop-up screen. 
Step 3: Data source Name - Provide an appropriate Data source name. 
Step 4: Click on Excel/CSV from Select Data source Type. You can select a new excel/ csv file or choose from an existing file.  
Step 5: To create a new file, enter a data source name and click on choose file. (Refer to the image below). 
Step 6: In the open dialog box that appears, enter the name of the file and click open. Now click on next. (Refer to the images below).  

Step 7: A preview of the desired file is shown.  

Step 8: Select the checkbox and click on import. (Refer to the image below).  

Step 9: The newly created data source will be added in the Data source List and the status of the imported data will show complete. (Refer to the image below).               
]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/how-do-i-import-an-excel-csv-file-i-need-to-create-a-datasource-with-an-excel-file/ Creating and managing datasource. https://forums.datanyx.com/community/datasource-management/creating-and-managing-datasource/ Tue, 06 Dec 2022 08:04:25 +0000 Step 1: Various Data sources that have been created can be managed in this section. 
Step 2: In the Main Navigation Bar, click on ‘Admin’.  
Step 3: Click on Datasource Management to add/ see the list of Data sources. (Refer to the image below).  

Step 4: Click on the add icon, located in the bottom right of the screen to Create a Datasource. 

Step 5: Enter the details in the pop-up screen. 

Step 6: Datasource Name - Provide an appropriate Datasource name. 

Step 7: Click on Datasource type to select one of the following options: 

There are 5 options: 

  • Excel/ CSV 
  • Database 
  • Flat Files 
  • Tally 
  • Smart Sheet 

(Refer to the image below). 

]]> Datasource Management Nikhila https://forums.datanyx.com/community/datasource-management/creating-and-managing-datasource/