Best Practices for Changing the Database Connection for Dataset Tables

Follow these best practices to get the most seamless transition to a new database.

  • Make sure that the new database is the same type as the original database. The Replace Dataset dialog only lists connections with the same connection type.
  • Always use the Validate option on the Replace Dataset dialog before you switch databases.
  • After following the steps in Change the Database Connection for a Dataset Table:
    • Open the dataset, and in the Join Diagram, select each table and click Edit Definition to review the table definition and verify the details.
    • If you see an alert about a missing schema, use the schema and table navigator breadcrumbs to reselect the schema and table.
      Description of verify-table-definition.png follows
      Description of the illustration verify-table-definition.png

  • Test any workbooks using the dataset to verify the results.