Connecting to Data Sources

You can connect to one data source per worksheet.

  To connect to a data source:

  1. From the Smart View ribbon, click Open.

  2. In Connect to Data Source, enter your user name and password for the data source.

  3. From Smart View Home or Switch To button, do one of the following:

    • Click a connection name under Recently Used. You can click Pin button to pin items to this list.

    • Select Shared Connections to open the Shared Connections panel, where you select a data source from the drop-down menu. Connections available for the selected data source are displayed in a tree list.

    • Click Private Connections to open the Private Connections panel, where you select a connection from the drop-down menu.

    • Click Private Connections. Enter a URL in the field and press Enter. For examples of the URL syntax to use, see Creating Private Connections.

  4. In the Smart View Panel tree list, double-click the item - data form, ad hoc grid, Smart Slice, or task list - that you want to open.

    After the item is opened on the grid, you can easily locate it in the tree view. Click Go button and select Locate Worksheet Connection.

Note:

Essbase only: If external authentication is disabled, for security reasons, you must provide your user name and password each time you connect to a different application on the same server.