Edit Source Order

The source order in QuickSource is the order in which the data source columns are displayed in the Data Discrepancy view. The first time you launch QuickSource, you're prompted to rank your preferred data sources. Click and drag the textured icon (  ) to the left of a data source to rearrange and prioritize the data sources, or use the drop‑down menus to assign a specific rank — with number one being your most preferred data source and number four being your least preferred. When you're finished, click Save and Continue.

After you save your preferred data sources, you can review or change these settings at any time:

  1. From the Side‑by‑Side PowerView in your report, click QuickSource in the toolbar on the upper left.

  2. When the QuickSource window appears, click your username on the upper right, and select Edit Source Order.

  3. Click and drag the textured icon (  ) to the left of a data source to rearrange and prioritize the data sources, or use the drop‑down menus to assign a specific rank — with number one being your most preferred data source and number four being your least preferred.

  4. Check or uncheck the Display Data Priorities Column box to display or remove the Data Preference Settings column from the grid in QuickSource.
  5. When you're finished, click Save.

That's it! Once you've saved your changes, close and reopen QuickSource to view your newly ordered data sources.