Data Store Connection

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

Use a Data Store Connection to pull data from a configured Data Store and bind it to charting components.

Create a new Data Store connection

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

• Click the Create New Connection icon next to the Data Store connector.

• A new connection gets created under the Data Store connector type.

• Click the new connection to display the connection-specific fields on the right side.

Configure the connection

Fill in the following fields:

• Name: Provide a name for the connection.

• Data Store: Select a datastore 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 only when Timely Refresh is enabled.)

• After a successful configuration, the Field Set tab displays all the fields.

Please Note:

• Click the Refresh Data Stores icon to refresh the selected Data Store data connection.

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

(Optional) Apply a Condition

1. Open the Condition tab.

2. Check the box to enable the condition.

3. Provide the filter expression to restrict the dataset delivered to 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 Store connection.

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

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

• Combine Load at Start with Timely Refresh to ensure a fresh initial load and periodic updates thereafter.

Tips:

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

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

• After a schema change in the underlying store, click Refresh Data Stores to sync the Field Se

Troubleshooting

• No fields in Field Set: Verify the selected Data Store is reachable and your credentials/entitlements are valid; then click Refresh Data Stores.

• Timely Refresh not updating: Ensure Timely Refresh is enabled and a valid Refresh Interval is set; confirm the dashboard session remains active if required.

• Component shows no data: Recheck the Dataset binding and any Condition filter logic.

• Stale or partial data: Use Load at Start and re-open Preview; verify the underlying Data Store is returning expected rows.