Add data connections

This topic describes how to add a data connection directly from the Data connections pane. You can also add a data connection during the creation of a dataset. You can also duplicate a data connection and edit its details, if necessary.

  • You have all the necessary role permissions granted by an administrator in Access Manager.

  1. On the sidebar, click Data connections.

    The Data connections pane appears.

  2. Click New connection.

  3. Click the type of data connection that you want to create.

    The Add data connection dialog appears.

  4. On the Connection details tab, specify the data connection details. The available fields depend on the type of data connection that you selected.

  5. By default, metadata is cached for each new connection.

    To change the setting, click the Caching tab, and turn off Cache metadata for this connection.

  6. (Optional) To be sure the data connection details are entered correctly, click Test Connection.

    A message indicates whether the connection to the data source was successful.

  7. Click Save.

    The data connection is saved in the Data connections pane.

    Tip: In the Data connections pane, click a connection tile to start creating a dataset based on it.

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