Management forms
Management Forms let you easily manage master data or helper tables directly within your SQL Server database, without writing SQL. It’s perfect for updating data like budgets, account managers, or any manual input required for accurate Power BI reporting.
What Are Management Forms?
Management Forms provide a user-friendly interface to add, edit, and delete records from your database tables. This ensures your analytics always reflect the most current business inputs.
Management Form Setup
- Go to the Settings page in DataTako.
- Navigate to the Features tab.
- Turn on the Management Forms feature.
- Reload the entire page after enabling, this is required for the feature to be fully activated.
- Navigate to the Management Forms section in the menu.
- Switch to Configuration Mode (if not already enabled).
- Click Create Management Form to start setting up your form.
- Enter a friendly name for your management form, this is how it will appear in the menu.
- Select the user groups and/or individual users who should have access to this form.
- Click Next to proceed.
In the next step, you’ll set up the database connection and select the table you want to manage.
To connect your SQL Server to DataTako, follow these steps:
- On your SQL Server or firewall, allow incoming traffic from this IP: 88.99.94.209
- Go to the Connection Setup screen by pressing the plus icon
- Fill in the connection details
- Press save
- You should now be able to select a table to manage
Tip: Make sure the SQL user has access to the table you plan to manage.
You can now select the connection in the dropdown and finish the configuration
Using the management forms
Management Forms offer several ways to edit data, depending on your workflow needs.
Inline Editing
Work in a spreadsheet-like interface to quickly modify data.
Excel Download & Upload
Export data to Excel, make changes offline, and re-upload the updated file.
