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Use Data sources to add and manage data sources. Data Sources are the datasets Building BI draws from; every metric, calculation, and column originates from one. The Data Sources interface is opened from the bottom of the left navigation panel.
Global scope Modifications in the Data Sources interface are global — they affect all dashboards across the entire portfolio, not a single building. Never delete a data source unless certain; deletion instantly breaks any dashboard relying on it.
Name clash See Data Sources for the name distinction with Cloud BMS API integrations.

Source types

Virtual tables recompute on every query. Use them for light, real-time reshapes. Prefer physical tables when historical trending or heavy aggregation must stay fast.

Database types

The database type determines the SQL syntax required for custom logic. Three databases are used, each suited to a data type: Calculated columns and metrics do not support window functions or aggregations of aggregations. Virtual table SQL can. See Calculated fields.

Data Sources table columns

The Data Sources list page shows the following per row:

Adding a new data source

Creating a new data source is uncommon; first try to solve problems with existing sources. Required fields differ by type: Clicking a data source name opens its Table Schema, exposing four building-block types: Columns (native), Calculated (single-row logic), Metrics (multi-row aggregations), and URLs. See Calculated Fields (Columns, Metrics & URLs).

Optimization (virtual sources)

Virtual sources that are not optimized can load slowly, error on large datasets, and cause similar performance issues. KODE OS offers AI-generated optimization suggestions (filters and the table to apply them to) shown beneath the current SQL Expression when editing details. Sources that are not optimized also surface a “Not Optimized” warning and appear flagged in the Setup-tab Data Source dropdown.

Key sensor data sources

See Table Structures & Polling Types and Point Time Series Column Reference.

See also

Next steps

Building BI overview

Browse concept guides and reference pages for Building BI.

Dashboards

Create and configure interactive dashboards with charts and widgets.

Physical vs virtual data sources

Compare direct tables with derived virtual sources.

Key data sources

Choose Real-Time or Last Value Point Time Series sources.

Database types

Understand ClickHouse, PostgreSQL, and BigQuery trade-offs.

Column reference

Look up column names for calculations and filters.
Last modified on August 18, 2026