Edit a Data Source Configuration

This applies to: Visual Data Discovery

You can only edit a data source configuration if you are logged in as a user with the Administer Sources privilege, or a user with read and write permission for the data source.

You can add additional data entities to a source to convert into a fusion data source at any time. See Create a Fusion Data Source.

To edit a data source configuration:

  1. Log in as a user with the Administer Sources privilege, or a user with read and write permission for the data source.

  2. Select the Sources option from the main menu. The Sources page appears.

  3. On the Sources page, locate and select the data source configuration you want to edit. The Source Creation work area opens.

  4. Select and alter the settings on the tabs, as appropriate. Some changes can include, but are not limited to:

    • Source Creation Tab
      • Add or change data entities, files, or connections. If fields from the original source are in use in a visual, you can make a change if the same field is present in the new entity, file, or connection.
      • Add or remove fields. Fields can't be removed if in use in a visual, but can be hidden on the Fields tab.
    • Fields Tab
      • Hide fields, edit Settings of fields, derived fields, and custom metrics.
      • Upload a translation file.
      • Update field capabilities for your fields in bulk.
      • Add or edit derived fields and custom metrics.
      • Add hierarchy fields.
    • Cache Tab
      • Edit cache settings, including scheduling refresh jobs.
    • Global Settings Tab
      • Make changes to new and existing visuals.

    See also Define a Visual Data Discovery Data Source Configuration.

  5. When your changes are complete, select Save Source.

When you add a new field to a data source, the scheduled refresh is not enabled for the new fields by default. Quickly enable scheduled refresh for all fields using the bulk update option in the Schedule Refresh menu on the Cache tab, or enable each field for scheduled refresh manually on the Cache tab.

If you attempt make changes that remove a field currently in use by a visual, you can't save your changes to the source unless specific conditions are met:

  • You remove the visuals using affected fields.

For information on configuring the time bar or search bar defaults, including the refresh rate settings, for your data source, see Configure Time Bar Defaults and Configure Search Box Defaults.