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The Step 2 of 3 dialog is the second step in the process of building a query to add to your report. In this dialog, you will select a saved database connection or create a new connection.

To select a saved database connection:

  1. Select Add DataSet from the toolbar.

  2. In the Step 1 of 3 dialog, type in a name for the query (or leave the default name). Click Next.

  3. In the Step 2 of 3 dialog, select a connection from the list and click Next.

To create a new database connection

  1. Select Add DataSet from the toolbar.

  2. In the Step 1 of 3 dialog, type in a name for the query (or leave the default name). Click Next.

  3. In the Step 2 of 3 dialog, click Add New. Microsoft Query will open.

  4. Select New Data Source and click Ok.

  5. Enter a name for the data source.

  6. Click the down arrow on the right side of the step two box and find the SQL Server driver.

  7. At the step 3 line, press the Connect button.

  8. In the SQL Server Login dialog, pull down the Server list with the down arrow and choose the server on which the database resides.

  9. Click Options.

  10. From the database drop-down list, find the database and select it. Click Ok.

  11. You will now see your data source in the list. Make sure it is selected and click Next.

See Also

Create Your First Excel Report

Creating a New Template

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