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A data source is a set of data Prism can read. Reports, monitors, metrics and Ask each work from one. Your Studio products are built in: Vera, Aegis, Pulse and Lexis connect inside Prism with no export or import step. Adding a file or a database is optional, for when you want Prism to work with data from outside Studio.

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Before you start

Tenant Owners and Workspace Admins can connect data sources. Workspace Members can see the sources already connected.

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Connect a built-in source

The Built-in tab of Connect a Data Source, with a Connect button for Vera, Aegis, Pulse and Lexis.
Each Studio product gives you one built-in source.
1

Start

Select Data Sources, then Connect new source.
2

Choose Built-in

Select Built-in.
3

Connect

Under the product you want, select Connect.
Prism opens the new source, ready to use. Built-in sources need no setting up, because Prism already knows how their data is laid out. Next, create a report from it.

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Upload a file

The Upload File tab, with Source name, File and Upload and continue.
1

Start

Select Data Sources, then Connect new source. Upload File is already selected.
2

Name it

Enter a Source name your team will recognise.
3

Choose the file

Under File, choose a CSV or Excel file.
4

Upload

Select Upload and continue.
Prism opens the new source. Unlike a built-in source, a file needs checking before you use it: on the source’s page, confirm how Prism has read each column. Next, create a report.

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Connect a database

The Connect Database tab, with Database type, Source name, Connection string, Schema, Table, Test connection and Connect.
1

Start

Select Data Sources, then Connect new source, then Connect Database.
2

Choose the type

Under Database type, choose PostgreSQL, MySQL / MariaDB, SQLite or SQL Server.
3

Name it

Enter a Source name your team will recognise.
4

Say where the data is

Enter the Connection string.
5

Choose the table

Enter the Table to read.
6

Fill in the rest

If the form shows any other field for that type, such as Schema, fill it in.
7

Test it

Select Test connection and wait for the result.
8

Connect

Select Connect.
Prism opens the new source. As with a file, confirm how Prism has read each column on the source’s page before you use it. Prism keeps your connection string encrypted. Next, create a report.

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Troubleshooting

Enter a Source name and choose a file. Both are needed before you can upload.
Read the reason after Failed, such as the username or password being rejected. Correct the connection string, then test again.
Each built-in source can be connected once per workspace. Open the one you already have from Data Sources.