Edit and Build a Data Source

When you save a new data source, you are taken to the Data Source Edit page. Additional tabs become available when the new data source is opened in Edit mode (Data Source Editor, Reports, and Security). When the Data Source Editor tab becomes available, you can begin adding data fields to your data source, as well as apply security settings to the data source.

The Data Source Edit page can also be reached from the menu bar and the toolbar (if you're already on a Data Sources module page).

To reach the Data Source Edit page from the menu bar, follow these steps.

1. Go to Data Sources > Edit.

2. In the pop-up window, enter the Data Source Name of the record you want to edit.

3. Click OK. The data source opens in the Data Sources Edit page.

To reach the Data Sources Edit page from the toolbar, if you're already on a Data Sources module page:

1. In the Edit field in the toolbar, enter the Name of the data source you want to edit.

2. Click Load. If found, the data source opens in the Data Source Edit page.

Once you're on the Data Source Edit page, you can modify the data source (for example, add fields to the data source or tie a report definition to the data source).

Next Steps:

Once you've opened the record in Data Source Edit, you can perform any of these actions:

• Build a Cross Tab-type Data Source
• Build a Detailed List or Summary List Data Source
• Build a View Data Source
• Apply a Dynamic Value to a Data Source
• Create a Formula Field
• Apply Security Settings to a Data Source