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Platform
  • Welcome to Infinity - AI Powered Data Analytics tool.
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Data Definition Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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On this page
  • Accessing Data Sources
  • Managing a Data Source
  • Making Changes
  1. Comprehensive User Guide
  2. 1. Connecting Your Data

Managing Data Sources

PreviousAI-Powered Data Definition WizardNextSupported Data Connectors

Last updated 2 months ago

In Infinity, managing data sources is crucial for maintaining seamless access to various insights and chart. Users can view, update, and configure their data connections, ensuring proper integration with the analytics platform. This section will guide you through accessing and managing data sources effectively.

Accessing Data Sources

To manage your data sources, follow these steps:

  1. Navigate to Settings

    • Click on the Settings icon from the left sidebar.

    • A dropdown menu will appear.

  2. Select Data Sources

    • Click on "Datasources" from the menu.

    • This will display a list of all available data sources in the system.

  3. Open a Data Source

    • Click on any data source to access its detailed settings.

Managing a Data Source

Once inside the data source details page, you can perform the following actions:

1. Update Connection Credentials

  • Modify database hostnames, IP addresses, ports, usernames, and passwords.

  • Ensure that credentials are valid before saving changes.

2. Modify Table Structures & Descriptions

  • Update table details such as names, columns, and metadata descriptions.

  • Validate any schema changes to prevent data inconsistencies.

3. Adjust Access & Permissions

  • Define which roles or users have access to the data source.

  • Assign permissions such as Read, Write, or Admin Access to control data interactions.

Making Changes

  • To edit settings, click the Edit (pencil) icon.

  • Navigate through General, Table Details, and Settings tabs to modify specific configurations.

  • Click the Save button to apply changes.

  • If necessary, you can delete the data source by selecting the trash bin icon.

By following these steps, you can efficiently manage your data sources, ensuring smooth data integration and accessibility within Infinity.


Let me know if you'd like any refinements or additional details! 🚀