Finding data in a data source

You can search a data source for information about an item that is of interest to you. For example, you might search on the name of a person of interest, then after you identify them in the data source, you might search further to identify their associates.

About this task

The features that are provided differ by data source. To discover all the features that a data source provides, you must connect Analyst's Notebook to the data source, then look in the appropriate areas of Analyst's Notebook.

Procedure

  • To use features that are not item-specific, such as a search feature, click the Home tab, and then in the Data Sources group, click Connected Sources.
  • To use features that are item-specific, such as a feature that adds items that are related to an existing chart item, select a chart item that originates from a connected data source, then follow these steps:
    • Click the Home tab, and then in the Data Sources group, click Item Actions.
    • Right-click the selected chart item, then click the name of the data source in the menu that is displayed.
  • Some sources provide access to their features through the Data Sources pane. To access these features, click the Home tab, and then in the Data Sources group, click Connect > Data Sources Pane. Select the data source from the list at the top of the pane. After Analyst's Notebook connects to the data source, the features that the source provides are displayed in the pane.