Creating External Connections

You can create external connections on a specific row in the analysis or at the top of the analysis screen in the File Connections field. In both places, you click Create external connection button. to open the Create Connection dialog box. When you create external connections at the row level, the connection is automatically applied to the row.

  To create an external connection to a server file:

  1. In the File Connections field, click Create external connection button.

  2. Enter a name for the connection and, optionally, a description.

  3. For Connection Type, select Server File.

  4. Enter the UNC path to the server file. Click Test connection icon to test the server connection.

  5. Click OK.

  To create an external connection to an FTP file:

  1. In the File Connections field, click Create external connection button.

  2. Enter a name for the connection and, optionally, a description.

  3. For Connection Type, select FTP.

  4. Enter the host server. Click Test connection icon to select a test the server connection.

  5. Enter a valid User ID and Password for the server.

  6. Click OK.

  To create an external connection to a database table:

  1. In the File Connections field, click Create external connection button.

  2. Enter a name for the connection and, optionally, a description.

  3. Select the database provider: Oracle or SQL Server.

  4. Enter the connection string to the database server.

  5. Enter a User ID and Password for the server.

    Note:

    You can click Test connection icon to test the connection to the database.

  6. Click refresh button to load database tables.

  7. Select database tables for the external connection.

  8. Click OK.