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Creating a Data Source
- 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.
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# Click Add New to add a new database connection.
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# Select New Data Source and click Ok.
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# Enter a data source name and select SQL Server from the drop-down list of database drivers. Click Connect.
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# 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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# 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.
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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.
- 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.
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# 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:
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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).
- 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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