Overview
Data Source is the cross-product surface in Datanyx for defining how the platform connects to external systems and for working with the data those systems expose. It serves Lens (for reporting and dashboards), Weave (for ETL workflows), and Maskbits (for deidentification jobs) from one shared location, so a connector defined once is usable across every product the user has access to.
Data Source contains two parallel ways to bring data into Datanyx — Connector Management and Datasource Management — each suited to a different class of source. A Connector is a connection to an external SaaS, cloud, or data-warehouse system (FTP, Amazon S3, Azure Blob, Databricks, Smartsheet, Jira, Salesforce, Amazon Redshift, AWS) configured under Connector Management. A Datasource is a connection to a file-based or traditional database source (Excel, CSV, Tally, databases) configured under Datasource Management. A Data Model sits on top of a Datasource and defines relationships between tables within it for use in Lens Reports.
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When to use it
- A new external system needs to be made available to Datanyx for the first time.
- Existing credentials need to be updated or a connection needs to be reconfigured.
- Tables need to be joined or related for use in Lens Reports — author a Data Model under Data Source Management.
- A connector is no longer in use and should be removed from the platform.
Components
| Connector Management | Defines and maintains the configurations Datanyx uses to authenticate and connect to external systems. Covers ten connection types: FTP, Amazon S3, Azure Blob Storage, File Location, Databricks, Smartsheet, Jira, Salesforce, Amazon Redshift, and AWS. |
| Data Source Management | Datasource Management is the central hub for creating, configuring, and maintaining data connections within Datanyx. It enables users to import data from various sources including spreadsheets, databases, and external applications, forming the foundation for all reporting and analytics activities. |
Key behaviors
Cross-product reach. Both Connectors and Datasources defined here are available to Designers in every product the user has access to — Lens, Weave, and Maskbits — without per-product duplication. The same Connector or Datasource can serve a Lens Report, a Weave Workflow, and a Maskbits deidentification job.
Data Source is the starting point for new tenants. Lens Reports, Weave Workflows, and Maskbits jobs all need data to operate on, and Data Source is where that data is brought into the platform, either through a Connector (for SaaS, cloud, or warehouse sources) or through a Datasource (for file-based, ERP, or traditional database sources). Whichever route applies to a given source, defining it here is the first step before moving into Lens, Weave, or Maskbits.
Data Models are scoped to a Datasource. A Data Model belongs to exactly one Datasource and references only tables within it. Create relationships and use the results at the Report level.