Creating a New Data Source

For many Dashboards that you create, you can use one of the many predefined Data Sources that come with GoldMine. For this example, you want to use a Data Source that does not exist in the predefined data sources: Closed Sales by Users. The following procedure demonstrates how to create a new Data Source.

To Create a New Data Source

1. Click New Data Source link at the bottom of the Dashboards Objects panel.
2. Select Closed sales for the Type of data and Start with blank data source for the Creation Method.
3. Click Next to view the General Properties page.
4. Enter the following:

○ Name: Closed Sales by Users

○ Security level: None

○ Owner: (public)

○ Output type: Table

5. Click Next to view the Select page.
6. Click the Add button to view the Add/Edit Field dialog box.
7. Enter the following:

○ Field: Amount

○ Aggregation: SUM

○ Column name: Amount

8. Click OK to return to the Select page.
9. Click the Add button to view the Add/Edit Field dialog box.
10. Enter the following:

○ Field: CONTHIST(h).USERID

○ Column name: USERID

11. Click OK to return to the Select page.
12. Click Next to view the Predefined Search Criteria dialog box. No changes are needed at this time.

For additional information, see About Adding Predefined Search Criteria.

On the Predefined Search Criteria screen of the New Data Source Wizard, you can add predefined search criteria to the list by clicking the Add button.

NOTE: When using the Begins, Contains, or In OperatorClosed Specifies the value a field must have in order to be included in a record selection criteria. Examples of operators include the following: equal to, greater than, lesser than or equal to. options, you must write the criteria Value in correct SQL expression form (such as %value)

13. Click Next to view the Runtime Parameter dialog box.
14. Click Add to view the Add/Edit Runtime Search dialog box and enter the following:

○ Name: User

○ Select Field Based

○ Logical: AND

○ Field: CONTHIST(h).USERID

○ Operator: Equal to

15. Click OK and then click Next.

In the GroupClosed Fixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data. by / Order by dialog box, CONTHIST(h).USERID already appears in Group by list.

16. Open the Sort by drop-down lists and select:

○ Amount for the category

○ descend for the method

17. Click the Add button.
18. Click Next to review the SQL query code.

○ If you want to validate the code, click the Check button.

○ If you want to preview the query output, click the Preview button.

19. Click Finish.

About Adding Predefined Search Criteria

On the Predefined Search Criteria screen of the New Data Source Wizard, you can add predefined search criteria to the list by clicking the Add button.

NOTE: When using the Begins, Contains, or In Operator options, you must write the criteria Value in correct SQL expression form (such as %value)