Inforiver
EDITable
EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  1. Getting Data into EDITable
  2. Connect to Data
  3. Configuration Steps

Configure source

PreviousConfiguration StepsNextConfigure Columns

Last updated 7 months ago

You need to configure the database connection for live writebacks and sync.

  1. Start by clicking Configure source and then Ok in the confirmation pop-up to go to the workspace.

Note that the source is mentioned as 'NA' in the status bar since it is yet to be configured.

  1. Choose the data source from which the data was fetched using DirectQuery (this is because the source and destination tables are the same). Click Continue.

  1. Enter the source details and save it by clicking Save Source.

  1. You'll see a success message after the source table is configured.

Now you can proceed with column configuration.

Configure source
Choose the source
Enter source details and Save
Source is configured