For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage sources

You can manage Infobridge sources from the Manage Source interface. View source details, refresh sources, manage measures, and review refresh history.

Open Manage Source

  1. On the Home ribbon, select Manage Source.

The Manage Source window opens and displays the available sources.

View source details

The General tab displays details about the selected source.

The Manage Source window includes the following options:

  • Search: Search for a source or query by name. Select a source to view its details.

  • General: Displays details about the selected source.

  • Refresh History: Displays the refresh operations performed for the selected source.

  • Refresh Source: Manually refreshes the selected source.

  • Owner: Displays the user who owns the source.

  • Sheet: Select the link icon to open the planning sheet associated with the source.

  • Created At: Displays the date and time when the source was created.

  • Updated At: Displays the date and time when the source was last updated.

  • Queries: Lists the queries associated with the source.

  • Measures: Lists the measures available from the source.

  • Update: Applies the selected measures. The option is available when there are changes to apply.

Refresh a source

To manually refresh the selected source:

  1. In Manage Source, select Refresh Source.

The refresh operation updates the source with the latest available data.

View refresh history

The Refresh History tab displays the refresh operations performed for the selected source.

Use the following options and columns to review refresh operations:

  • Search: Search the refresh history for a specific execution.

  • Started By: Filter refresh operations by the user who started them.

  • Add More: Add more filter criteria to the refresh history.

  • Reset Filter: Clear the applied filters and return to the default history view.

  • Execution ID: Displays the unique identifier for each refresh operation.

  • Started By: Displays the user who started the refresh operation.

  • Started At: Displays the date and time when the refresh operation started.

  • Duration: Displays how long the refresh operation took to complete.

  • Status: Displays the result of the refresh operation, such as Success.

Use the refresh history to review previous refresh operations and verify whether a refresh completed successfully.

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