Overview

The Data Source Settings are used to define one or more database connections.

Before you can generate reports using the Jet Excel add-in, you must first define how to access the data you want to display in your reports.

Adding a New Data Source in the Excel add-in

In order to create a new data source, click the Add button.

In the Add Data Source dialog, give your data source a unique and descriptive name and then choose Dynamics 365 Business Central from the Database Type pull-down list. Choose Web Services - Public Cloud from the Connection Method pull-down list. Click the Add button.

When prompted, select the User Account credentials you wish to use to connect to your Business Central data.  If prompted, provide the password.

Once the information necessary to establish a connection has been populated, you can verify connectivity by clicking the Test Connection button.

If you have more than one data source, you can specify the default data source that will be used for reporting by clicking the Set as Default button.