Governed Dashboards
  • About Dashboard Designer
    • What is Dashboard Designer?
    • Why is it used?
  • Getting Started
    • Accessing the Designer Module
    • Overview of Designer Module
      • Homepage
        • Guided Tour
        • Left Menu Panel
          • New
          • Manage
          • Open Dashboard
          • Preferences
          • Save As
          • Help
          • Exit
      • Dashboard Canvas Page
        • Right side Panel
          • Connection Page
          • Chart Container
          • Manage Window
          • Script Window
          • Guided Tour
        • Canvas Properties
          • Global Properties
          • Dashboard Themes
        • Context Menu Properties
  • Create New Workspace
    • Workspace Creation: Complete Flow
    • Creating a Workspace
    • Renaming a Workspace
    • Deleting a Workspace
  • Create New Dashboard
    • Dashboard Creation: Basic Workflow
    • Adding a New Dashboard
    • Create Connection
    • Drag and Drop Charts
    • Associate the Dataset
    • Preview the Dashboard
    • Save the Dashboard
    • User Alert Notification
  • Managing Options for a Dashboard
    • Open Dashboard in Designer
    • Publish a Dashboard
    • Share a Dashboard
    • Dashboard Version Control
    • Action Menu
      • Preview Dashboard
      • Export to Local Disk
      • Rename
      • Delete
      • Moving a Dashboard
      • Information Icon
      • Dashboard as Template
  • Connecting to a Data Source
    • Accessing the Data Connectors
    • Establishing a Data Connection
      • CSV Connection
      • Excel Connection
      • Data Service Connection
      • Data Store Connection
      • Data Sheet Connection
        • Data Sheet Enhancements
      • WebSocket Connection
      • Merged Connection
  • Charts Gallery
    • Charts
      • Area chart
      • Bar Chart
      • Bubble Chart
      • Circumplex Chart
      • Column Chart
      • Funnel Chart
      • Histogram Chart
      • Inverted Funnel
      • KPI Tile
      • Line Chart
      • Map Chart
      • Mito Plot
      • Mixed Chart
      • Pie Chart
      • Project Timeline
      • Pyramid Chart
      • Scatter Plot
      • Spark Line
      • Spider Chart
      • Waterfall Chart
    • Grids
      • Data Grid
      • Paging Grid
      • Data Sheet
      • Scorecard
      • Pivot Grid
    • Filters
      • Checkbox
      • Combobox
      • Hierarchical Combobox
      • List
      • Radio Button
    • Advanced Charts
      • Box Plot
      • Candle Stick
      • Chevron
      • Data Search
      • Decision Tree
      • Group Bar
      • Group Column
      • Heat Map
      • Sankey
      • Text Analyzer
      • Time Series
      • Decomposition
      • Knowledge Graph
      • Tree Map
      • Trellis
      • Word Cloud
      • New Word Cloud
    • Other Charts
      • Box
      • Bullet
      • Date Picker
      • Export
      • Filter Chips
      • Filter Saver
      • Gauge
      • Graphics
      • Guided Tour
      • H-Slider
      • Image
      • Info Button
      • Input Box
      • Label
      • Legend
      • Progress Pie
      • Semi Gauge
      • Stepper
      • SVG Image
      • Text Box
      • Trend
      • URL Button
      • V-Slider
      • Tab Component
      • Inputbox component
      • Button component
    • Custom Charts
    • Common Chart Properties
      • Background
      • Title & Sub-title
      • X & Y Axis Properties
      • Legend Properties
      • Formatter
      • Axis Setup
      • Export Options
      • Copy Paste Chart Properties
  • Dashboard Objects
    • Manage Dashboard Components
    • Dashboard Objects Properties
  • Configurations
    • Filtering the Data
    • Drill Through
      • Drill Highlighter
    • Dataset Properties
    • Indicators in Charts
    • Tooltip(Default & Custom)
    • Data Label
    • Geo Mapping
    • Language Mapping
    • Legend Mapping
    • Alerts in Grids
  • Script Help Section
    • Navigate to Script Help page
    • How to use Scripts?
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  1. Connecting to a Data Source

Establishing a Data Connection

This page displays steps involved in establishing various choices of Data Connectors available inside the Designer module.

CSV ConnectionExcel ConnectionData Service ConnectionData Store ConnectionData Sheet ConnectionWebSocket ConnectionMerged Connection
PreviousAccessing the Data ConnectorsNextCSV Connection