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Creating a new Data Source


Beginner

Overview

Before you can generate reports using the Jet Excel add-in, you must first define how to access the data you want to display in your reports.

This article describes the general steps for defining a new data source.  See the Related Articles for how to set up a connection to your specific database type.

Step-by-Step

  1. Click the Data Source Settings button on the Jet ribbon.

  2. On the Data Source Settings window, click the Add button

  3. On the Data Source Settings window, click the Add button

    For many databases, you can now click the OK button to return to the Data Source Settings window and supply the remaining information needed to configure your data source.  If your data is Dynamics NAV 2013 and later, proceed to the next step.
  4. If your database is either Dynamics NAV 2013 or later or Dynamics GP your next step is to specify the type of connection that you will be using to access your database:

    Dynamics NAV

    Dynamics GP

    see below for an explanation of the Connection Methods.


Data Source Connection Methods for Dynamics NAV (2013 and later)

  1. Direct SQL Server and Direct SQL Server - Multitenant

    For organizations and users with direct access to the SQL Server on which their NAV 2013 (or later) database is stored, this data source can provide substantially faster reporting access than is traditionally possible through NAV's Web Services.

    Please see the Requirements for this data source and also Instructions for Configuring this data source.

    If your organization uses Dynamics NAV in a multitenant environment, see the Instructions for Configuring a NAV 2013 and higher multitenant data source.

  2. Remote Data Service

    The Jet Remote Data Service (JRDS) data source provides a fast, secure connection method for environments where Jet users have Excel installed locally and their Dynamics NAV system is hosted on a different domain.

    System administrators should refer to the Admin Guide for the JRDS for NAV .  End users can see the article on configuring a Dynamics NAV JRDS that has been set up by your system administrator.

  3. Web Services

    If the two requirements for using the Direct SQL Server connector do not apply to you, you can access your NAV 2013 data by using NAV's Web Services to handle the communications.

    Please see the article on Configuring Jet Professional for NAV 2013 and higher for more information.

Data Source Connection Methods for Dynamics GP

  1. On Premises

    If your Dynamics GP database reside on a server within your organization's network domain and you have direct access to that server, you can choose this option and then proceed with the steps for Setting up a Dynamics GP Data Source.

  2. Remote Data Service

    The Jet Remote Data Service (JRDS) data source provides a fast, secure connection method for environments where Jet users have Excel installed locally and their Dynamics GP system is hosted on a different domain.

    System administrators should refer to the Admin Guide for the JRDS for GP .  End users can see the article on configuring a Dynamics GP JRDS that has been set up by your system administrator.


Once you have chosen the Connection Method, click the OK button to return to the Data Source Settings window and complete the configuration of your specific data source.  See below for more details about defining a connection to your specific database type.

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