Create a New Data Source in Portal

This guide provides step-by-step instructions on how to create a new data source in Zuar Sales Demo. It explains the importance of data sources in various use cases and outlines the necessary components of a data source. By following the guide, users can easily create a data source, define its properties, test SQL queries, and save the data source.

Patrick McGrory
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Zuar

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Zuarbase

# Data Sources Overview To give Portal access to data in Portal's internal database or external database, create a Data Source. Data Sources are used for many advanced use cases in Portal. Some examples include: custom filter values, dynamically displaying Portal objects based on logged in user, Data Table blocks. Data Sources must include the following: - Name - Database Connection - SQL Query SQL queries are often written to include all data from a table. For example: `SELECT * FROM table`

Click "Data Sources" in the edit menu to view and add new Data Sources to your Portal

Click "NEW DATA SOURCE"

Enter the "Name" of the Data Source

Apply any Tags

Click the "Enter a connection string for your database or leave blank for default" field. This typically includes the URL of the database along with Credentials and parameters

Write your SQL query and click test

If your Query was successful it will display the results below in a table

"COLUMN TYPES" allows you to define the SDL of each column so that the data is interpreted correctly,

An example of Column Types

When you are done creating your new Data Source Click "SAVE"