The WorkView data provider type returns data associated with a configured WorkView filter.
The following instructions are for creating a data provider that can be used in dashboards or reports. You can also add a data provider to a new dashboard during the dashboard creation process. See the Reporting Dashboards documentation for information on how to add a data provider during dashboard creation.
For a WorkView filter to be available as a source for a data provider, Reporting Dashboards much be configured as a module association for that filter. For more information on configuring module associations, see Configuring Module Associations.
The Create Data Provider Wizard is used to create new data providers. To create a new data provider:
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From the Dashboard Viewer, click Administration from the bottom of the Dashboard Gallery screen, and then click the Create new Data Provider button from the Data Provider Administration ribbon of the Unity Client:
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At the How would you like to create the data provider? page:
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Click Create new Data Provider to create a completely new data provider.
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Click Copy an existing Data Provider to use an existing data provider as the template for a new data provider. The process is the same as creating a completely new data provider except the options are pre-configured with the information from the data provider that was copied. The pre-configured options can be changed or edited to reflect the requirements of the new data provider, unless otherwise noted.
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Click Convert reports from Report Services to use an export file from Report Services to create a custom SQL data provider.
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If you clicked Create new Data Provider, the What would you like to name this data provider? page is displayed.
If you clicked Copy an existing Data Provider, the Select the data provider to copy from page is displayed. You can search for a data provider to copy by typing the name of the data provider into the Search bar in this page. Select the data provider to copy, then click Next. The What would you like to name this data provider? page is displayed.
Note:When a data provider is copied, the options in the remaining pages are pre-configured with the information from the data provider that was copied. Unless otherwise noted, the pre-configured options can be changed or edited to reflect the requirements of the new data provider.
if you clicked Convert reports from Report Services, the Select Reports to Convert page is displayed. Click Browse to select a Report Services export file (.xml) to import. The file is imported as a Custom SQL data provider. Multiple Report Services export files can be added on this screen.
To edit the details of each individual import, double-click on the file in the list. The What would you like to name this data provider? page is displayed.
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Click Next. Unless you are converting data from Report Services, the Select the type of data you would like to report on page is displayed. If you are converting data from Report Services, the Edit SQL query page is displayed.
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If you copied an existing data provider this page is not displayed. You cannot change the data provider type for copied data providers.
Note:The data providers available depend on the modules licensed for your system. The Custom SQL Query and Document Query data provider types are available to all systems with Reporting Dashboards.
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Click Next. The Configure Query page is displayed.
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Click Next.
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Click Next. The Who should have access to this data provider? page is displayed.