You can go to the Data tab to manage which event form data can be used by your dashboard’s widgets. You can add new data sources, remove data sources or edit the properties of existing data sources. 

A screenshot of the data tab in the dashboard builder, which allows you to add and edit your data sources.

HOW TO: ADD A DATA SOURCE

You need to add an initial data source to get started on a new dashboard, but to add subsequent data sources, you can follow these steps.

The process of adding a data source may fail if the dashboard builder is unable to fetch information about the newly selected event form. If this happens, make sure your role has the required data permission to access the new form.

  1. Click the Data tab.
  2. Use the + button in the sidebar to create a new data source.
  3. Choose the event page that will act as the data source.
  4. Select Continue. The dashboard will display the progress and success of the creation of the data source.
  5. Now you can view your data source and update its settings.
    1. The data source name will default to the same as the event form name that you’re sourcing the data from. You can adjust the name of the data source if needed. This has no impact on the name of the event form it references. 
    2. Select a time period. This is a filter for which records are included in your data source. The options are:
      • All History: all past records saved for this event form will be included in the data source.
        • Choose whether to include today’s data.
      • All future: all future records saved for this event form will be included in the data source.
        • Choose whether to include today’s data.
      • All history and future: all records saved for this event form will be included in the data source.
      • Last: choose a number of past days, weeks, months or years to include records from.
        • Choose whether to include today’s data.
      • Next: choose a number of future days, weeks, months or years to include records from.
        • Choose whether to include today’s data.
      • Date Range: choose a start and end date for which records will be included.
      • Today: only use records from the day the dashboard is being used.
    3. Choose a record limit. This is the maximum number of records that will be included for each athlete from the time period you have selected in the previous step.
  6. Use the Dashboard tab to return to editing your dashboard.
HOW TO: CHANGE THE EVENT FORM REFERENCED BY A DATA SOURCE

In some circumstances, you might want to change the event form that a data source is referencing. For example, this could be because you’ve created an updated version of an old form, and don’t want to rebuild all your widgets to reference your new data source.

The process of changing a data source may fail if the dashboard builder is unable to fetch information about the newly selected event form. If this happens, make sure your role has the required data permission to access the new form.

A screenshot showing the options displayed when changing the event form referenced by your data source.

  1. Click the Data tab.
  2. Select the data source you want to change, and click change.
  3. Choose the event form you want to change the event to.
  4. Choose what you want to happen with fields for widgets and filters. This relates to how the dashboard builder will manage items that don’t have a matching field in the new event form.
    • Reset fields that don’t exist in the new event page: any widgets or filters referencing a field that doesn’t exist in the new form will reset to the first field in the new form (alphabetically). You need to manually locate and reset the fields for these widgets and filters to work. Using this setting lets you publish your dashboard immediately, but affected items won’t work until they’ve been linked up to the appropriate field in the new form.
    • Leave all fields unchanged, I’ll change them manually: any widgets or filters referencing a field that doesn’t exist in the new form will retain their original field, but will return an error message to let you know they don’t have a matching field in the new form. You won’t be able to publish your dashboard until you’ve linked all of the affected widgets and filters to the appropriate fields in the new form, but this option makes it much easier to identify and amend the items that have been affected.
  5. Click Change to finalise the change of event forms for the data source. You will receive confirmation that the process is complete.

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