Data Service Connection

Access the steps to develop a data connection based on the Data Service Connection.

Use a Data Service Connection to pull data from registered services and bind it to charting components.

Create a new Data Service connection

  1. Click the Data Connectors icon to display all the available data sources.

  2. Click the Create New Connection icon next to the Data Service connector. Result: A new connection gets added under the Data Service connector type.

  3. Click the new connection to display the connection-specific fields on the right side of the page.

Configure the connection

Fill in the following fields:

  • Name: Name the connection.

  • Data Connectors: Select a data source from the drop-down menu.

  • Data Services: Select a data service from the drop-down menu.

  • Load at Start: Enable this option to get up-to-date data / pull the updated data from the data source before loading it into charts.

  • Timely Refresh: Enable this option to get the refreshed data.

  • Refresh Interval: Set the time for the refresh interval. (This field appears when the Timely Refresh field has been enabled.)

Note:

  • Click the Reload Data Sources icon to reload the existing data connectors.

  • Click the Refresh Service icon to refresh all the available data services.

  • The users can filter the targeted data set using the Condition option.

Apply a Condition (optional)

  1. Open the Condition tab.

  2. Put a check mark in the given box to enable a condition.

  3. Provide the filter condition to restrict the data set that flows into components.

Associate the connection to a charting component

  1. Open the Designer canvas for your dashboard.

  2. From the Component Library, drag a charting component onto the canvas.

  3. Right-click the component and select Dataset (or Dataset property).

  4. Choose the created Data Service connection from the list.

  5. Drag the required fields from Field Set to the component’s bindings (dimensions/measures).

  6. Click Preview to validate; Save when satisfied.

Timely Refresh behavior

  • When Timely Refresh is enabled, the dashboard fetches updated data according to the Refresh Interval.

  • Combine Load at Start with Timely Refresh to ensure a fresh load initially, followed by periodic refreshes.

Tips:

  • Use descriptive names (e.g., Sales_API_Prod, HR_DataService_UAT) so authors can quickly identify connections.

  • Prefer the Condition option to pre-filter at the connection level and reduce per-component filtering.

  • If your service catalog updates, use Reload Data Sources and Refresh Service to sync options before configuring.

Troubleshooting

  • No fields in Field Set: Verify Data Connectors and Data Services selections, credentials, and service availability; then click Refresh Service.

  • Timely Refresh not running: Ensure Timely Refresh is enabled and Refresh Interval is set; confirm the dashboard remains active if required by your environment.

  • Component shows no data: Recheck the Dataset binding and that the Condition (if set) returns rows.

  • Stale data: Enable Load at Start and confirm Refresh Service completes without errors.

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