Sharepoint create office data connection file

The report server ignores all queries in an. Queries that retrieve data for a report are included in a report definition file and not in external files.

While the connection is open, you can edit properties and export it. On the Data tab, in the Connections group, click Properties , and then click the Connection Properties button next to the connection name. Enter a name for the file, and then click Save. Close the application and all open files. Select the. By default, the. Click Open to select the file, click OK to save the selection. The properties page for the new item opens automatically.

Click OK to select the file, and then click OK to save your changes. If you are trying these steps with the AdventureWorks sample database and sample reports, be aware that only the Company Sales report will work out-of-the-box with an.

The other sample reports contain query parameters and features that do not work with the OLE DB provider. Skip to main content. This browser is no longer supported.

Download Microsoft Edge More info. Contents Exit focus mode. When you add a query data connection to a form template, by default the forms that are based on this form template use the data connection when they are opened by a user.

You can also configure your form template to use the query data connection in one of the following ways:. Add a rule You can configure a rule to use the query data connection whenever the condition in the rule occurs. Add a button You can add a button to the form template that users can click to get data by using the query data connection. Use custom code If you cannot add a rule or button, you can use custom code to get data by using the query data connection.

Using custom code requires a developer to create the custom code. When you add a submit data connection to your form template, you can configure the form template to allow users to submit their form data, and you can configure the submit options for forms that are based on your form template.

Before you add a secondary data connection to your form template, you need the following information from your site administrator:. Verification that the site is configured so that your users can get data from the document library or list. Verification that you can store the data from the document library or list on your users' computers for offline use. To allow users to query data from a document library or list on a site that is located on a server running Microsoft Windows SharePoint Services, you need to do the following in the form template:.

On the next page of the wizard, click SharePoint library or list , and then click Next. On the next page of the wizard, type the URL of the SharePoint site with the document library or list, and then click Next. On the next page of the wizard, in the Select a list or library list, click the list or library that you want to use, and then click Next. On the next page of the wizard, select the check boxes next to the values that you want to receive. If the form template will be published to the document library, and you want forms that are based on this form template to get metadata about the form, select the Include data for the active form only check box.

If you want to store the results of the query with the form template, select the Store a copy of the data in the form template check box.

Selecting this check box stores the query results in the form template. Because the data is stored in the form template, the data is available in the forms that users fill out, even if their computers are not connected to a network. Security Note: Selecting this check box stores the query results in the form template. Because the data is stored in the form template, it is available in the forms that users fill out, even if their computers are not connected to a network.

If you are getting sensitive data from this data connection, you may want to disable this feature to help protect the data in case the computer is lost or stolen. On the next page of the wizard, in the Enter a name for this data connection box, type a descriptive name for this secondary data connection. This is the name that appears in the Data source list in the Data source task pane.

If you want this query to run automatically whenever the form is opened by a user, select the Automatically retrieve data when form is opened check box. If you want forms that are based on your form template to use this data connection after the user opens the form, you can add a rule to the form template that uses this data connection under a certain condition, or you can add a button to the form template that users can click to use this data connection.

You can add a rule to the form template to get data from the query data connection whenever the condition for the rule is met. The following procedure assumes that you have created a query data connection for your form template, and that you have configured a control on your form template to display the data from that data connection.

If the form template has multiple views, click View name on the View menu to go to the view with the control where you want to display the data from the secondary data source. To specify a condition when the rule should run, click Set Condition , and then enter the condition. The rule will run when the condition occurs.

If you do not set a condition, the rule will run whenever the user changes the value in the control, and then moves his or her cursor away from that control. In the Action list, click Query using a data connection. In the Data connection list, click the query data connection that you want to use, and then click OK to close each open dialog box. You can add a button control to your form template that your users can click to use this query data connection.

Another advantage of. Excel Services can only open. For additional information please see White paper: Excel Services step-by-step guides and Plan external data connections for Excel Services.

It is desirable to provide users with an easy means of accessing these. This can be done by adding the data connection library to the navigation links.

If the checkbox is not checked, then an embedded data connection would be created instead. The next step is to upload the. Note: We would require an additional step if the workbook had an existing embedded data connection that we would want to use. However, the. Next we edit a page on the SharePoint site.