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Creating a Data Source

1. Open Excel.
   
   
2. # Click Add DataSet on the OfficeWriter Designer toolbar.
   
   
3. # In the dialog box, type in a name for the query (or leave the default name "Query1"). Click Next.
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4. Click Add New to add a new database connection.
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5. Select New Data Source and click Ok.
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6. Enter a data source name and select SQL Server from the drop-down list of database drivers. Click Connect.
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7. 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.
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8. You should now be back at the Create New Data Source screen. Click
   Ok.
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9. You will see your new data source in the Choose Data Source dialog. Select it and click Ok to open Microsoft Query.
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Building a Query

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1. In the Add Tables dialog box, find the HumanResources.Employee and Person.Contact table in the list and select Add.
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2. Click Close. The Employee and Contact tables should now be in MS Query.
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3. Add the Contact.FirstName, Contact.LastName, and Employee.EmployeeID fields to your query by double-clicking on the items. When you do, the columns will be added to the query.
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   Your query should now look like this:
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4. From Microsoft Query's File menu, select Return to OfficeWriter Designer .

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1. Place your cursor in cell A1.
   
   
2. # Click Data Markers on the OfficeWriter toolbar and navigate the dataset you just created.
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3. Select EmployeeID from the list of fields in the dataset to insert the field in cell A1.
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4. Place your cursor in cell B1.
   
   
5. # Click Data Markers, navigate to the data set and select Lastname from the list of dataset fields.
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6. Place your cursor in cell C1.
   
   
7. # Click Data Markers, navigate to the data set and select Firstname fromt he list of dataset fields. Your report should look like this:
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Saving and Publishing

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1. From the OfficeWriter Designer toolbar select Save > Save to Disk.
   
   
2. # 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.
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3. Save the template as an RDL file.

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