Creating Infoboard Sources

Infoveave supports linking multiple Datasource types with an Infoboard. They include Infoveave Datasources, query sources, raw data, and APIs. The chapter covers how to write a query over an existing Datasource and incorporate it into Infoboards, creating Infoboards with a simple copy and paste of Excel data directly into Infoveave. Additionally, you can also call for APIs to create real-time dashboards that refresh data every time the connected API sends the data to Infoveave.

Guide to Link an Infoboard with Datasource: A Step-by-Step Process

The Source option under Setup in the Customization Panel allows you to create multiple Infoboard sources and incorporate data into your widgets. Here is a step-by-step guide on how to add and link Sources with your Infoboard:

1. Select the Sources option and click on + Add New Source.

   • This will allow you to select the Infoboard source for your widgets.

2. Choose any from the below Infoboard sources options:

   • Datasource
   • Query
   • Raw Data
   • API Source

Infoveave Datasource

Start with Existing Datasource option allows you to select from existing Datasources that can be used to create Infoboard

1. To Start with Existing Datasource:

   • Click on Select Datasource.
   • Select the appropriate Datasource from the available list to incorporate the data into your widgets.
   • Click Save to link the selected Datasource with the Infoboard.

Note: We will use the above-mentioned Infoveave Datasource option for dashboarding. The source options listed below are indented solely for the purpose of feature explanation.

Query Source

To utilize the Start with Query option and set up an SQL query, follow these steps:

1. Click the Use Query button to choose the Start with Query option.

   • This will direct you to the SQL query setup.

2. Provide a name for the query.

   • Assign a meaningful name to the query to facilitate easy identification and management.

3. Select the Datasource.

   • Choose the appropriate Datasource on which the SQL query should be executed.

4. Write the SQL query.

   • Compose the SQL query that captures the required data.
     • Specify the SELECT statements, conditions, joins, and any necessary clauses.

5. Run the SQL query.

   • Click the Run icon to execute the SQL query.
   • This will run the query and generate the resulting tables.

6. Click on OK to save the SQL query.

Raw Data

To create the Infoboard source with Raw Data, follow the below steps:

1. Click on the option Use Data.

   • This action will direct you to the setup for the raw data source.

2. Provide a name for the source:

   • Name the source to facilitate easy management.

3. Paste the raw excel data.

   • Copy the raw Excel data from your source file.
   • Paste the data into the designated area within the setup.

4. Click on the View Table icon.

   • This action will display the table generated from the pasted raw data.
   • The system will automatically identify the column names as measures and dimensions.

5. Save the SQL query source.

   • Click on the **OK **button to store the SQL query source.

APIs

To build a Datasource directly in Infoveave from an API, follow the below steps:

1. Click the **Use API **button to Start with API source option.

   • This will direct you to the API setup.

2. Provide a name for the API source.

   • Assign a meaningful name to facilitate easy identification and management.

3. Select the desired HTTP request method from the dropdown list. Infoveave supports the following request types:

   • GET: Retrieve data from a specified resource. It is commonly used to fetch information from APIs.
   • POST: Send data to a server to create a new resource. It is used to submit data to APIs for creating records.

4. Enter the required Request URL, which specifies the endpoint of the API you want to interact with (required).

5. Define the content type as **json **or form-url-encoded, depending on the requirements of the API (required).

6. To configure the headers, click on the header column.

7. For each header, define a name/key and a corresponding value.

   • The name/key typically represents the type of information, like “Authorization” or “Content-Type.”
     • Authorization Header: Often used for authentication, it might include a token or other credentials
     • Content-Type Header: Specifies the format of the data being sent, such as “application/json” for JSON data.
   • The value is the specific data associated with that name/key.

8. If you need more than one header, simply repeat the process by clicking the + button again.

9. In case you need to remove a header, click on the delete button associated with each name/key-value entry.

10. Configure the body of the request, if needed, by specifying the necessary data in json format.

11. If authentication is required, enter the Auth URL, Auth Request Type, Auth Headers, Client ID, and Client Secret in the corresponding fields.

12. Click **Run icon **to run the API with your configuration and view the table in the preview side.

13. Click Save to save the source.

Conclusion

Infoveave offers multiple options for linking various types of Datasources to an Infoboard, including Infoveave Datasources, query sources, raw data, and APIs. By following the step-by-step instructions, you can easily add and link Infoboard sources, customize queries, and incorporate raw data, all within the Infoveave platform. Infoveave allows to integrate these sources into Infoboards, enabling you to create dynamic and interactive dashboards.