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A data source specifies the location of a spreadsheet, database, or other source system Adaptive Insights uses to extract information.
Data sources include information about:
- Credentials or logins
- Configuration information on the tables or columns to extract
- The level of detail in connection logs
- Other settings Adaptive Insights needs to access data
You can set up multiple data sources to meet your needs. For example, you can use one data source to import sales orders, a second to import sales expenses, and a third to import sales revenue. All three data sources could use the same source system, or each data source could use a different one.
Data sources also let you:
- Create new columns derived from extracted data
- Use SQL filters and table joins to select the data you want to import
- Change the data type of extracted data
The term adapter indicates a maintained data source that includes added intelligence. When a vendor upgrades to a new version, the adapter is tested and verified against the upgrade to ensure compatibility.
Extracts information from a spreadsheet. Each worksheet in a spreadsheet gets treated as a separate table. See Set Up a Spreadsheet Data Source.
Relational Databases (RDBMS)
Extracts information from any JDBC-compliant database, but requires the use of a Data Agent. A data agent is an application you set up behind your firewall with the Adaptive Data Agent Service Manager. The Adaptive Data Agent Service Managers helps Adaptive Insights communicate with your database. You must install at least one data agent on any computer that extracts information from a JDBC-compliant database. See Set Up a JDBC Database Data Source.
Extracts information from another Adaptive Insights instance. Requires creating a separate Adaptive Insights Credential. This data source is useful for organizations that have multiple Adaptive Insights instances, or that want to export to some external system. See Set Up Adaptive Insights as a Data Source.
Extracts information from a Workday tenant's reports by using the Workday adapter. Requires creating a separate Workday Credential. If you also create a Workday External system, you can publish plans, and drill into Workday from Adaptive Insights sheets and reports. See Steps: Set Up Workday Data Sources for Adaptive Insights.
Extracts information from a NetSuite account by using the NetSuite adapter. Requires creating a separate NetSuite Credential. If you also create a NetSuite External system, you can drill into NetSuite from Adaptive Insights sheets and reports. See Set Up a NetSuite Data Source.
Extracts information from a SAGE Intacct account by using the SAGE Intact adapter. See Set Up a SAGE Intacct Data Source.
Microsoft Dynamics GP (MSDGP)
Extracts information from a Microsoft Dynamics GP account by using the Microsoft Dynamics GP adapter. See Set Up a Microsoft Dynamics GP Data Source.
Extracts information from existing staging tables present in different data sources. The underlying data sources can themselves be based on different spreadsheets and databases. This type of data source creates joins of tables across different data sources. See Set Up a Table Group.
Extracts information from a Salesforce account using the Salesforce adapter. See Set Up a Salesforce Data Source.
Extracts information based on the Kettle ETL instructions you write. You apply customer-specific business rules to the extracted data to solve complex, custom data extraction and transformation scenarios. Only advanced ETL implementers who have experience writing Pentaho Kettle scripts and using the Spoon UI should create scripted data sources. For more information about Pentaho Kettle and Spoon, including extensive documentation and tutorials, please see the Pentaho wiki at http://wiki.pentaho.com. See Set Up a Scripted Data Source.
WARNING: There is no automatic upgrade or migration of the platform or the scripts used within Kettle. If you intend to use the legacy data agent (with Kettle 4.4), you must use the link in the Download Legacy Agent section in the Agent UI of Adaptive Integration. If you have an older Pentaho Kettle version (4.4) and would like to change to Kettle 6, you will need to reinstall the new Data Agent and the new Kettle version on a system that has never had any version of Kettle installed previously.
Custom Cloud Data Sources (CCDS)