What is the use of Data Source Report?

An overview on Data Source Report

After reading this article you will know:

  • What is a data source report
  • What is the use of it
  • How to create it

Data source report is one among the three different types of data sources and since it is a data source, it is also created by combining two or more data tables/app data/ both (data tables + app data).

Data source report is used to create reports (chart report, document report, etc) which gives the graphical representation of the data.  

How to create data source report?

Note!: To configure a data source, you need to at least have a data table or app data.

  • On dashboard, click Admin Menu > Data base > +Create Data Source.
  • On DataSource page, give a Name to the data source and select the Data Source Type as Report.

  • Click Next.
  • Datasource builder page redirects to collections Page.

  • Click on the Select workspaces drop-down, and select a workspace from the list.
  • You can select one or more workspaces to retrieve the apps or Data Tables from multiple workspaces or select all workspaces to get all apps, and Data Tables list.

  • Click on the Data From drop-down, and select an option to get the data from an app or a Data Table or from both.

Data Table Option

  • Select the Data Table option, from the Data from
  • You will see a Select Data Table drop-down field with Data Tables list in it.

  • Select one or more Data Tables from which you want to get the data.

  • When you select the Data Tables, the element fields present in those data tables are added in the selected collections space.

  • Select the fields, for which you want to display the data or get in data source.

  • If you turn on the switch for Allow Grouping in the previous Page, you will find groups in this page.

  • You can add as many groups as you want.
  • When you create a report type, join condition is mandatory.
  • Define a join condition for the Data Tables provided.
  • If you select only one Data Table, no condition is required.
  • If you select more than one Data Table, join condition is required to get data from the Data Tables.
  • If you select two Data Tables, one join condition is required to get the data from the Data Tables.
  • If you select three Data Tables, it requires two join conditions to get the data from the Data Tables.

  • You will find two types of conditions in the group.
  1. Join: The Join condition retrieves rows from two or more Data Tables.
  2. Where: The Where condition retrieves the data from a single Data Table or multiple Data Tables with a specific condition. If it satisfies the given condition, it returns a specific value from the Data Table.
  • You can use the Where condition to filter the records and to fetch only the necessary records.

  • If you want to add one more groups, click on the + icon, you can add any number of groups as per your requirement.

  • If you want to add one more Join condition, click on the + icon inside the group. You can add any number of conditions as per your requirement.

  • Click Next.

  • You will land on the next page where you can add a Static column and business rules in the data source.
    1. Static column: This is to add an extra field with a static value to the data source, unlike the fields which are present in the data tables/apps. 
    2. Business Rules: If you want to set any condition on the data source, you can add business rules.

  • To add a static column, click Static Column tab and click Add Column
  • Give a Name to the static column, select the column type (i.e., Text box or Number or Date etc), give a value to the static column and click Save.

  • To put any condition on the data source, click Business rules tab and click Add Rule.
  • You can add a Condition on a element field and configure an Action that need to be performed based on the condition.

  • Click Next.
  • On Order By page, You can select an element field according to which the data will be arranged and you can also select whether the data need to be arranged in ascending or descending order. 
  • You can also re-arrange the columns according to your requirement.

  • Click Save to finish the data source creation.
  • Data source will save, and a success toaster message Data Source saved successfully displays on the screen.

App Option

If you select the App option, you will see a Select Data App drop-down which displays the Apps list.

  • You can select one or more apps from which you want to get the data.

  • Select one or more Apps from the Select App drop-down from which you need the data.

  • When you select the Apps, the elements in the apps will add in the selected collections section of the page.
  • Select the required elements, to add the elements data to the data source.

  • When you select more than one table, join condition is mandatory to create a data source.
  • Provide the join condition for the apps you have provided.
  • No join condition is required.
  • If you select more than one app, join condition is required to get data from the apps.
  • If you select two apps, one join condition is required to get data from the apps.
  • If you select three apps, two join conditions are required to get data from the apps.

  • There are two types of conditions
  1. Join: Join condition retrieves rows from two or more apps.
  2. Where:Where condition is used to specify a condition while fetching the data from a single app or by joining with multiple apps. If the given condition satisfies, it returns a specific value from the app. You should use the Where condition to filter the records and fetching only the necessary records.
  • If you want to add more conditions, click on the + button.

  • Here, in this data source you are not allowing groups. So, it does not show any groups.
  • Click on the Delete icon to delete join condition.

  • Click on the Next button.

  • The page redirects to Static Columns and Business Rules page.

  • Click on the Add Column button to add the Static Columns to your Data source.

  • New Fields like Name, Type and Value fields adds to the static column.

  • Provide valid name and select type of static column and enter value for the static column.

  • Click on the Save Button to save the static column details.

  • Static column will add and the static column details are visible in the grid.

  • Click on the Add Rule button, to add business rules to the Data source.

  • Provide business rules as per your requirement.
  • Click on the Next button.

  • The rules will add, click on the Save button to save the data source.

  • Data source will save and a success toaster message Data source saved successfully displays on the screen.

  • Data source will add in the data source grid list.
  • If you want to see your data source in the Grid, click on the filter icon of the Data source Name column and enter the name of the data source.

  • Click on the Ok Button, you will see the searched data sources in the Grid.

Both Option

  • If you select the both option, then you can get Select Data Table, Select Data App
  • Here, you need to select one or more Data Tables and apps from which you want to get the data.

  • Select App drop-down contains apps list belongs to the work spaces you have selected; select the apps as per your requirement.

  • Select Data Table drop-down contains Data Tables list belongs to the work spaces you have selected.

Now, follow the same process as you did for Data tables and App options to create the data source.

Refer to the video below to get a visual understanding on the data source reports.

Create Datasource Reports