Source Settings
The Sources panel is where you connect and manage external data sources, configure the Git repository that stores source configurations, and set Fabric defaults.
What's on This Screen
The Sources panel has three tabs:
| Tab | Purpose |
|---|---|
| Sources | List of connected data sources with sync and edit controls |
| Git Defaults | The source config repository — the GitHub repo where source YAML files are stored |
| Fabric Defaults | Default Microsoft Fabric workspace, lakehouse, and schema for new sources |
An Add Source button (blue, top right) is always visible.
Prerequisite: The Sources tab requires a Git repository to be configured in Git Defaults first. If no repository is configured, the tab shows: "Configure a source config repository in Git Defaults to manage data sources."
Tab: Git Defaults
Before you can add sources, you must configure the source config repository. This is the GitHub repository where dbt source YAML files are stored and versioned.
- Click the Git Defaults tab.
- Enter the repository full name in
owner/repo-nameformat. - Click Save.
Once configured, a card shows the connected repository with options to change or remove it.
Note: A connected GitHub account (configured in User Settings → Connections) is required to use this feature.
Tab: Fabric Defaults
Note: The Fabric Defaults tab is a UI placeholder. The form fields are present but there is no save logic connected — clicking Save or Test Connection does not persist any values. This tab is not yet functional.
The form shows fields for:
- Workspace — for example,
my-workspace - Lakehouse — for example,
bronze_lakehouse - Schema — for example,
salesforce_raw
Tab: Sources
The Sources tab lists configured data sources. It requires a source config repository to be set up in Git Defaults first.
The tab has an Active / Archived toggle at the top, a Search sources... input, and an info tooltip. Each source is displayed as a clickable card showing the connector icon, source name, connector type label, and a status dot (green = has enabled resources, red = none enabled, pulsing blue = syncing).
Backend note: There are two source data models in the backend:
domain_sources(legacy, per-domain) andsources(newer, global). The Sources tab here operates against the globalsourcesmodel.
Adding a Source
- Click Add Source.
- The Add Data Source wizard opens with four steps:
Step 1: Connector
Browse the available connectors displayed as a grid of cards. Each card shows:
- Connector icon
- Connector name (capitalized from the connector ID)
- Short description
- A shield badge: ShieldCheck (green) for verified connectors, Shield (grey) for others
If 6 or more connectors are available, a Search connectors... input appears at the top of the grid.
Click a connector card to select it and automatically advance to the next step.
Step 2: Connection
- Connection Name (required) — auto-populated from the connector ID, restricted to lowercase letters, numbers, and underscores
- Credential fields — dynamically rendered from the connector's schema. Secret fields support selecting an existing Key Vault secret or creating a new one. Non-secret fields accept plain text values.
- Description (optional) — not saved to the config file
Step 3: Configuration
- Table Prefix — prepended to destination table names
- Schema Changes Policy — dropdown with options: Allow All, Allow Columns, Block All
- Resources list — toggle individual resources on/off, set sync mode (incremental/full) and write disposition (merge/append/replace) per resource. Custom resources can be added.
- Settings gear icon — opens a popup with Advanced settings (primary key, schema contract, metadata columns, rate limit) and Documentation Libraries (Context7 library linking)
A UI / YAML toggle appears in the step indicator (on all steps after Connector) to switch between form view and a full YAML editor.
Step 4: Target
- Destination Type — choose between Microsoft Fabric (workspace, lakehouse, schema pickers) or DuckDB (Local) (database path, schema name)
- Test Connection — optional section to verify the pipeline before saving. For Fabric, this starts a job with polling; for DuckDB, results return immediately with row counts.
- Summary — read-only overview of connection name, connector, resource count, destination, and target details
- Configuration path — shows where the YAML file will be saved in the git repo
Click Create Source to save. When editing, the button reads Save Changes.
Syncing a Source
Each source card has a sync icon button (refresh arrow). Click it to trigger an incremental sync. A spinning loader replaces the icon while the sync is in progress.
Editing a Source
Click anywhere on a source card, or click the pencil icon button, to open the Edit Data Source wizard with existing values pre-filled. The wizard starts at the Connection step (skipping Connector selection). Make your changes and click Save Changes.
Archiving a Source
Click the archive icon button on a source card. This removes the source configuration.
States
| State | What you see |
|---|---|
| No repo configured | "Configure a source config repository in Git Defaults to manage data sources." |
| Loading repo config | Loading spinner in Git Defaults tab |
| Empty sources | "No data sources configured yet." with a "Connect your first source" link |
| Sync in progress | Spinner on the affected source card |
| Git operation pending | Add Source button is disabled |
Quick Reference
| Action | How |
|---|---|
| Configure source repo | Git Defaults tab → enter repo → Save |
| Add source | Add Source → select connector → configure connection → configure resources → set target → Create Source |
| Sync source | Source card → sync icon (refresh arrow) |
| Edit source | Click source card or pencil icon → edit in wizard → Save Changes |
| Archive source | Source card → archive icon |
| Set Fabric defaults | Fabric Defaults tab — note: no save logic, UI placeholder only |