Data Source Connection

When you delve into dReveal's desktop builders, your first task will involve configuring data source connections. This step is crucial for establishing a seamless link to your data, facilitating a smooth reporting process. Whether you are opening an existing grid report or creating a new one, you will be prompted to specify a data source connection.

Creating a Connection:

You'll build a new connection by providing the following details:

1. Connection Name: Give your connection a descriptive name to easily recognize it later.
2. Data Source Type: Choose either SQL Server or oData service, based on your data source.
3. Server Name: Input the server's name where your data resides.
4. Port Number: Specify the port number for establishing the connection.
5. Credentials: Provide the necessary login credentials to ensure secure access.
6. Database Name (for SQL Server): If you're connecting to an SQL Server, specify the database name.

After entering these values, you can test the connection to verify its functionality. Once you're satisfied, simply click "OK." Congratulations, you've successfully created your first connection string!

Managing Connections:

But that's not all! dReveal allows you to manage your connections effortlessly. You can:

• Create multiple connections tailored to different data sources.
• Modify existing connections to update details if necessary.
• Remove connections that are no longer needed.

What's even more convenient is that these connections are available across all designers, including Model, Grid, and Dashboard. Simply select the desired connection from your list, and dive into building your reports, whether it's a grid, dashboard, or model.

Within the Grid Designer, you have the flexibility to modify or establish new connections using the label 'Connections' found in the main menu. These options are essential for managing the data sources and connections vital to your reporting tasks.