Steps to Create a New Datasource

Creating a new datasource is an essential step for generating useful reports in ProHealth Analytics. Think of a datasource like the net you cast, or the filter you apply, what information do you want to retrieve from the database?

 Follow these steps to create and manage a datasource effectively. 

1. Navigate to Manage Data Sources

• Go to the left sidebar.
• Click on "Reports".
• Select "Manage Data Sources".
• Click the "Create a Datasource" button.

2. Enter Datasource Details

• Provide a descriptive name for the datasource.
• Enter a unique code for the datasource.
• Optionally, add a description.
• Click "Submit" to proceed.

3. Configure the Datasource

• Click the connector node to add children items.
• Choose whether the node is a connector or a procedure.
• Select the desired procedure and configure its details.
• For example, to select all assessments that resulted in a 'pass':
  • Choose the "pass_fail" procedure.
  • Set the result to "Pass".

4. Add Additional Procedures (if necessary)

• To further refine your datasource, add additional procedures.
• For example, add "assessment_code" to select specific assessments.

5. Save and Create User Group

• After configuring the datasource, save your changes.
• To show users matching the criteria, create a user group.
• Click "Create" to finalize the user group.

6. View User Group

• Once the user group is created, click the tab to view the users' names.

Important Notes

• User Groups vs Metrics:

  • User Groups: Focuses on users and returns a list of users with at least one assessment meeting the criteria.
  • Metrics: Focuses on the answered forms and returns a list of answers that meet the criteria.

• Validation: Each procedure and connector has a validation process. Errors will be thrown if requirements aren't met.

• User Data: Data for deleted, frozen, or blocked users will still be returned unless restricted. Use active_only_attribute or active_only_assessment to manage this.

• Sharable Data: To create a shared metric, ensure the datasource meets the sharable criteria. Avoid using assessment_code, first_attribute, last_attribute, and user_list procedures for sharable datasources.