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Creating a Data Source

1. Open Excel.
   # Click Add QueryDataSet on the OfficeWriter Designer toolbar.
   # In the dialog box, type in a name for the query (or leave the default name "Query1"). Click Next.
   !xlw_NewTemplate1.jpg!
   # Click Add New to add a new database connection.
   !xlw_NewTemplate2.jpg!
   # Select New Data Source and click Ok.
   !xlw_NewTemplate3.jpg!
   # Enter a data source name and select SQL Server from the drop-down list of database drivers. Click Connect.
   !xlw_NewTemplate4.jpg!
   # From the drop-down list of server names, select the server where the AdventureWorks database is installed. Click Options and select AdventureWorks as the default database. Click Ok.
   !xlw_NewTemplate5.jpg!
   # You should now be back at the Create New Data Source screen. Click
   Ok.
   # You will see your new data source in the Choose Data Source dialog. Select it and click Ok to open Microsoft Query.
   !xlw_NewTemplate6.jpg!

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A data marker is a placeholder for database values. When the report is published, OfficeWriter will replace the data markers with data from the database.

1. Click Select Query on the OfficeWriter toolbar and make sure that the query you just created is selected.
   # Place your cursor in cell A1.
   # Click Insert Field Data Markers on the OfficeWriter toolbar and select EmployeeID navigate the dataset you just created.
   # Select EmployeeID from the list of fields in the dataset to insert the field in cell A1.
   !xlw_NewTemplate13.jpg!
   # Place your cursor in cell B1.
   # Click Insert Field on the OfficeWriter toolbar Data Markers, navigate to the data set and select Lastname from the list of dataset fields.
   # Place your cursor in cell C1.
   # Click Insert Field on the OfficeWriter toolbar Data Markers, navigate to the data set and select Firstname fromt he list of dataset fields. Your report should look like this:
   !xlw_NewTemplate14.jpg!

Saving and Publishing

Do not use Excel's File/Save menu item to save your template. Use ; use the Save As button on from the OfficeWriter Designer toolbar to save your template as a an RDL (report definition file in RDL format).

1. From the OfficeWriter Designer toolbar select Save As > Save to Disk.
   # Navigate to a local folder where you will store the template report file. This will be where you store your work file in case you want to edit it later, not a location on the Reporting Services server.
   # Save the template as an RDL file.

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