Steps to add a data provider
1. Open data provider settings
- Navigate to the Home Menu
- Click Data Providers
- Click Add… to start the Data Provider Wizard
2. Follow the wizard steps
The Data Provider Wizard consists of the following steps:Choosing a provider type
- Select the source type for your real-time data
- Options include:
- Databases (Microsoft SQL Server, MySQL, Oracle, etc.)
- XML & RSS Feeds
- Microsoft Excel
- Text & CSV Files
- Web-based APIs & JSON Files
General provider settings
- Assign a unique name to the provider
- Choose whether to use PADS4 Data Server for real-time retrieval
Provider connection settings
- Enter specific connection settings based on the selected data source
- Configure authentication credentials (if required)
Rearrange data
- Switch rows and columns as needed
Adding regular expressions
- Apply text pattern matching and optional text replacements
Adding custom columns
- Define calculated fields to extend the dataset
Applying filters & sorting
- Set up conditions to refine data selection
- Define sorting rules
Advanced provider settings
- Configure backup data sources
- Specify advanced retrieval options
Finalizing the data provider setup
- Click Finish to complete the setup
- The Data Provider is now available for use in the presentation
Additional notes
- Data Vault Providers do not support all wizard steps (only expressions, sorting, and filtering are available)
- Preview your Data Provider to verify real-time data retrieval