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Data Source Wizard

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Data Source Wizard

  • Sep 24, 2025
  • 2 minutes to read

The Data Source Wizard allows you to configure a data source for a Dashboard.

To invoke the Data Source Wizard, click the New Data Source button in the Data Source ribbon tab.

The first page of the invoked Data Source Wizard dialog allows you to create or select an existing data connection.

If you chose a new connection, the next page allows you to select the data connection type.

The search panel allows you to filter the connection type list:

You can select a provider and click the “star” icon to pin frequently used database providers as favorites. Favorite providers appear at the top of the list for quick access:

Users can configure the following data source types in the wizard:

TypeDescription
SQL DatabasesDifferent types of data providers to SQL data sources
OLAPOLAP cube in the Microsoft Analysis Services database
Entity FrameworkMicrosoft Entity Framework
Object BindingA data object that implements the IList, IList<T> or IEnumerable<T> interface
Microsoft Excel workbook / CSV fileMicrosoft Excel workbooks (XLS, XLSX or XLSM files) or CSV files
Data extractA compressed snapshot of data from a regular data source
Data FederationA federated data source type that retrieves data from multiple data sources
eXpress Persistent Objects (XPO)DevExpress Object-Relational Mapping Library
JSON dataConnects to JSON-formatted data
MongoDBConnects to a MongoDB instance
Custom Connection StringAllows you to pass additional connection parameters and establish a connection to any SQL database.

The XPO Data Source is hidden from the list of data sources available in the Data Source Wizard. Use the DashboardDesignerDataSourceWizardSettings.AvailableDataSourceTypes property to specify the data connections displayed on the page.

Click Next to proceed to the next wizard page that depends on the selected data connection type.

You can customize this wizard to skip certain pages or change the list of available data providers. For more information, refer to the following topics: