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Your agents produce a lot of data, but reports usually need something they do not have: targets, rates, a list of approved suppliers, last year’s figures, the exceptions someone signed off by hand. A data source is where that lives, so your reports can use it alongside everything else.

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Two kinds

Upload a spreadsheet

An .xlsx or .csv file. Best for numbers a person maintains - overrides, targets, reference lists. Re-upload whenever the file changes.

Connect a database

A read-only connection to a database you already run. Best when the numbers are already kept somewhere systematic.
Both start from New → Data Source.

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Uploading a spreadsheet

1

Name it

Two names: one your team reads in a list, and a short table name used inside questions. The short one can only use lower-case letters, numbers and underscores - duty_overrides, not Duty Overrides.
2

Upload the file

The first row is treated as the column headings. If two columns share a heading, the second gets a number added so both survive.
3

Check the columns

Confirm the columns are what you expected before anyone builds a report on them.
Then anyone writing a question can read from it by its table name.

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Replacing the file

Use Replace file whenever your spreadsheet changes. The new contents replace the old ones completely.
If an upload fails, your previous file stays in place and keeps being used. You will never end up with half a spreadsheet loaded - it is either the new file or the old one.
You can add and remove columns between uploads. A report that reads a column you removed will say so plainly rather than quietly showing blanks.

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Limits

Files above either limit are refused straight away, with the limit named, rather than being accepted and timing out later. If your file is bigger than this, talk to us - there is a different path for data at that scale.

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Every column is text

Whatever is in the file arrives as text, including numbers and dates. Whoever writes the question converts them to numbers or dates there. This is deliberate: it means changing your spreadsheet - adding a row where someone typed “N/A” in a number column, say - can never break a report that was working yesterday.

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Connecting a database

Choose New → Data Source and enter the connection details. The connection is read-only: nothing the platform does can change data in your database. Once connected, questions can be pointed at it the same way they are pointed at your agents’ own results.

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Keeping data separate

Data sources belong to the workspace that created them. Nobody in another workspace can see one, read from one, or write a report against one.