Connecting to Data Sources

  To connect to a data source:

1. From the Smart View ribbon, click Panel.

2. From Smart View Home or from the menu displayed when you click the arrow next to , do one of the following:

   • Click a connection name under Recently Used. You can click 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.

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

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

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