Types of Data Sources

There are four data source types available to you for data source creation. While the Type field is a required field for creating and modifying a data source, the value specified in the Type field for a data source can be changed later, as you work with your data. The main purpose of this field is use with TMS Dashboard, as well as use when querying for a particular data source.

Below, we outline each type of data source to help you choose the type you want to use as you go forward with building new data sources.

Type Name

Description

Cross Tab

Use this type when you want to structure your data like an Excel spreadsheet, with rows and columns.  

For example, a Cross Tab data source might be created to show a count of work orders by month and by resource. "Month" serves as the column headings, "Resource" serves as the row headings, and the work order counts appear at each column/row intersection. The Cross Tab can be used with the graphing widget on the dashboard.

Detailed List

Use this type when you want only a list of values returned from the TMS database for each data field. It is commonly used for reports and dashboards.

Summary List

Use this type when your data source has at least one field with a Summary Function, such as Count, Average, or Sum. All other fields are then "grouped by" fields.

For example, you might want to quickly execute a count of work orders by type.

View

Use this type when you are constructing a data source for use on a module's Query Results page.

For example, you could create a data source that lists all work orders by associated asset, for the Work Orders module.