Table of Contents
Datasource Pane-Ledgerely #
The Datasource Popup in Ledgerely enables users to import and manipulate data for chart visualizations. It opens when clicking on the green-bordered table within Chart Options → Datasource. This module is structured into five key sections:
- Options
- Fields
- Clauses & Modifiers
- SQL Preview
- Data Preview
Options #
Users can import data from three different sources, displayed as an accordion menu:
- SQL Tables
- CSV Upload
- JSON Upload
SQL Tables #
- Displays five main tables where all user transaction data is stored.
- Tables are draggable and can be dropped into the JOIN or FROM section of the Clauses & Modifiers wrapper.
- Once dropped, the query wrapper updates in JSON format.
- The query can be executed at any time using the “Run” button.
CSV Upload #
- Users can upload CSV files, which are then imported as a data source.
JSON Upload #
- Users can upload JSON files, which are then imported as a data source.
Fields #
- Clicking on a table name displays its available fields in a list format.
- Each field is draggable and can be dropped into the SELECT, WHERE, GROUP BY, or ORDER BY sections within Clauses & Modifiers.
- Once a field is dropped, the query wrapper updates in JSON format.
- The query can be executed at any time using the “Run” button.
Clauses & Modifiers | Datasource Pane #
This section provides tools for SQL query customization and consists of the following features:
Editable Fields & Tables #
- Any dropped table or field can be modified.
- Aliases can be assigned to fields in the SELECT statement.
WHERE Clauses #
- Comes with prebuilt options for common conditions.
- Users can define filtering criteria easily.
JOIN Queries #
- Prebuilt JOIN types are available for linking tables.
GROUP BY & ORDER BY #
Field-specific and fully editable.
Sliders for COUNT & OFFSET #
- Users can adjust values dynamically using slider-based input handlers.
Query Execution #
- The “Run” button executes the query and retrieves data in real-time.
SQL Preview #
Displays the current query in JSON format and provides additional options:
Action Buttons #
- Save: Users can enter a Datasource Name and save the query.
- Reset: Resets the query builder to its initial state.
- Run Query: Executes the query. If errors exist, an exception is displayed.
- Load: Users can load prebuilt queries or previously saved queries for modification.
Data Preview #
- Displays query results in two formats:
- Grid View
- JSON View
Final Import #
- Once the data is reviewed, clicking “Import” loads the data into the Datasource module.
- The Datasource Popup closes, and the imported data becomes available for chart visualization.
