Data Source Editor Tab

Manage and customize data source layouts by adding, editing, or removing columns.

The Data source editor tab includes

Available fields

• Select: Choose fields from the list of available options to include in your data source layout.
• Selected: Review or remove fields you already chose.

Preview

View a sample of the data field layout returned based on your current selections and criteria.

Build a data source layout

Build a new data source layout by selecting the fields and criteria that define what data to include. This ensures queries pull accurate, relevant information for reporting and analysis.

1. Go to Data sources > Quick search or Query and find a data source.
2. On the Data Source page, select the Data source editor tab.
3. In Select: choose fields to include in the layout.

The selected fields display in the Preview list.

Update a data source layout and columns

Update a data source layout name or reorder fields to control how data appears in views and exports.

1. On the Data Source page, select the Data source editor tab.
2. In the Selected list, select Edit for the field to change.
3. In the Update field window, replace technical names with clear, descriptive labels and select Update.
4. In the Selected list, drag the handle to reorder fields.

The order controls how columns appear in reports, tables, or dashboards. The column labels update to match your selected fields.

Remove data source fields

Remove a data source field to clear outdated, duplicate, or unnecessary configurations. This keeps the system organized and prevents incorrect data from being used in queries.

1. On the Data Source page, select the Data source editor tab.
2. In the Selected list, select X next to the field to remove.

The Preview section displays the updated table.