AX1495

Using the Data Source Assistant

The Data Source Assistant can help you build and edit data sources in Axiom Software. Currently, the Data Source Assistant works with the following data source types:

Using the Data Source Assistant, you can add tags to a data source, and add / edit content in a data source. For example, you can add new variables to a RefreshVariables data source or edit existing variables.

The Data Source Assistant is available to administrators and to any user with the Sheet Assistant permission to a file. It is visible whenever the Sheet Assistant is also visible.

The Data Source Assistant is divided into three sections:

Data Source Picker: Lists the current data sources in the file so that you can navigate to them.
Edit Tags: Allows adding tags to the current data source.
Selection Editor: Allows editing the current selection. This feature varies depending on the type of data source.

Data Source Picker

This section lists the data sources that currently exist in the file. Only supported data sources are listed. All unsupported data sources are ignored, because you cannot currently work with these data sources using the Data Source Assistant.

To go to a data source, double-click the row in the grid. You will be taken to that data source, and your cursor will be placed in the primary tag.

Data sources are listed by name, type, and sheet address:

Grid and KPISource data sources are required to be named, so each one can be differentiated by name as well as by sheet address.
RefreshVariables data sources are not named, but each file can only have one of these data sources.
DataLookup data sources are not required to be named. Unnamed DataLookup data sources can only be differentiated by sheet addresses.

Currently it is not possible to create new data sources using the Data Source Assistant. You must use other helper tools to create them, or create them manually. However, once the primary tag has been added to a sheet, you can then insert all remaining column and row tags using the Data Source Assistant.

Edit Tags

You can use this section to edit the row and column tags for the current data source. Each type of data source supports different row and column tags, however, they all can be edited as follows:

Action	Description
Insert	Inserts a new column or row at the current cursor location and adds the tag. The tag is added within the control row or control column as appropriate. This action is available when the data source does not already contain a tag of this type, or the data source can contain multiple tags of this type.
Update	Adds the tag in the current column or row, overwriting any current contents. The tag is added within the control row or control column as appropriate. This action is available when the data source does not already contain a tag of this type, or the data source can contain multiple tags of this type.

Action

Description

Insert

Inserts a new column or row at the current cursor location and adds the tag. The tag is added within the control row or control column as appropriate.

This action is available when the data source does not already contain a tag of this type, or the data source can contain multiple tags of this type.

Update

Adds the tag in the current column or row, overwriting any current contents. The tag is added within the control row or control column as appropriate.

This action is available when the data source does not already contain a tag of this type, or the data source can contain multiple tags of this type.

Selection Editor

You can use this section to edit the current selection in the data source. This section varies depending on the data source type.

Data Source Type	Description
DataLookup	Place your cursor anywhere in a data lookup row to edit the properties of that row. Your edits are written back to the appropriate cells in the data source.
Grid	Formatted grid contents can be edited as follows: Place your cursor in a `[ColumnStyle]` row or in the `[RowStyle]` column to view available styles and add styles to the data source. For more information, see Using the Data Source Assistant to apply row and column styles. Place your cursor in a cell within a tagged `[Row]` and `[Column]`—including `[Fixed]` rows and columns—to insert or edit a content tag. For more information, see Creating and editing content tags in Formatted Grids.
KPISource	Place your cursor anywhere in a KPI row to edit the properties of that row. Your edits are written back to the appropriate cells in the data source.
RefreshVariables	Place your cursor anywhere in a variable row to edit the properties of that row. Your edits are written back to the appropriate cells in the data source.