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Data Source Integration

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Introduction:

Efficient data source management is the foundation of a successful dashboard. In this guide, we'll cover how to manage and integrate data sources within the Dashboard Template.

Step-by-Step:

  1. Adding Data Sources: To add a new data source, navigate to the "Data Sources" tab and click "Add Source." Choose the data type (CSV, Excel, API) and follow the prompts to upload or connect to your data.
  2. Data Mapping: Once the data source is connected, map the columns to their corresponding fields in the template. This step ensures your data is correctly integrated into the dashboard widgets.
  3. Scheduled Updates: Set up scheduled updates to ensure your dashboard reflects the latest data. Choose the frequency (daily, weekly, etc.) and the template will automatically fetch new data at the specified intervals.
  4. Data Transformation: If needed, you can perform data transformation within the template. This includes aggregating data, applying filters, and calculating derived metrics.
  5. Managing Data Sources: The "Manage Data Sources" option allows you to edit, update, or remove existing data sources. Be cautious while editing to maintain data consistency.

Tips and Tricks:

  • Keep a record of your data sources and their update schedules for easy reference.
  • Regularly review and optimize your data sources for better performance and accuracy.