Manage data sources

Go to the Data Source Management page

1. Log on to the Quick BI console.

2. Navigate to the Data Sources page.

   

Grant permissions

Organization administrators, permission administrators, workspace administrators, or resource owners can grant permissions.

For more information, see Grant permissions on data sources to users.

Replace a data source

1. On the Data Sources page, find the data source that you want to replace and click the Replace icon in the Actions column.

   

2. On the Replace Data Source page, select the target data source and enter the connection information for the new data source.

   

3. After you configure the new data source, click Test Connection.

4. After the connectivity test is successful, click OK.

Edit a data source

1. On the Data Sources page, find the data source that you want to edit and click the Edit icon in the Actions column.

   

2. On the Modify Data Source page, modify the data source information.

   The parameters on the page vary by data source. The preceding figure is an example.

   

3. After you finish editing, click Test Connection.

4. After the connectivity test is successful, click OK.

Search for a data source

On the Data Sources page, enter a keyword from the data source name in the search box and click the icon to find the data source.

Edit data source properties

1. On the Data Sources page, find the target data source and click Properties in the Actions column.

2. In the Properties pane, edit the data source properties.

   Editable content	Description
   Name	Enter a custom name for the data source. Name the data source based on its type or business purpose, such as Sales Data.
   Owner	Change the owner of the data source. Click the selection box and select a user from the drop-down list as needed. Only users in the workspace who have permissions to create data sources are displayed.
   Description	Enter a description for the data source. The description can include information such as the business purpose or usage notes. The description cannot exceed 300 characters.

Delete a data source

1. On the Data Sources page, find the data source that you want to delete and click the Delete icon in the Actions column.

   

2. In the message that appears, click OK to delete the data source.

   If the data source is used by a dataset or for data entry, a message appears when you attempt to delete it. The message lists the published resources that are affected by the deletion, including their names, owners, modifiers, and modification times.