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.
Click the Data Source Settings button on the Jet ribbon.
On the Data Source Settings window, click the Add button
On the Data Source Settings window, click the Add buttonFor 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.
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:
see below for an explanation of the Connection Methods.
Data Source Connection Methods for Dynamics NAV (2013 and later)
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.
If your organization uses Dynamics NAV in a multitenant environment, see the Instructions for Configuring a NAV 2013 and higher multitenant data source.
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.
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
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.
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.