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Topic starter
06/12/2022 8:04 am
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).
