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Windward

The Data Source Interface

Overview

How to connect to data sources, edit and delete those connections, and otherwise configure connections to your data. For versions 14 and earlier.  

For v15 and later, please see The Data Source Connection Editor.

The Icon "Interface"

AutoTag version 14 and earlier

Clicking on the down arrow on the Data Sources icon brings up the following:

Datasources menu.PNG

AutoTag 11.0 and earlier

The icon has no drop-down menu. It is simply the Data Sources icon.

What You Can Do Via The Icon

You can perform many tasks via this icon, including setting up a connection to your data, editing a data source connection, deleting a data source connection, reordering the way in which multiple data sources in a template are called, and more.

The preferred steps for doing these tasks depend upon the version of AutoTag you're using.

Connecting To Your Data

In version 11.1 and later, you have two main ways to set up a connection to a data source:

  1. Datasource Wizard (found in Office 2002 and later). The Data source Wizard is for creating data source connections. This step-by-step wizard is the easiest way to create your first connection and we recommend you try it first.
  2. Data Sources.This takes you to a dialog box where you can add a data source connection.

In version 11.0 and earlier, there is no Data source Wizard. You connect to your data via the Data Sources icon.

Viewing Data Source Connections

In version 11.1 and later, clicking on the ribbon's Data Sources icon brings up a list called Recent (found in Office 2007 and later). It displays the last 10 data sources connected to. The screenshot above shows the connections you will initially have through Windward's sample data sources. Hover on any data source to see details.

Adding, Editing, and Deleting Connections

(All versions) To add, edit, delete and otherwise work with data source connections, see Editing and Deleting Data Source Connections.

Creating a Dataset

Datasets are a way to create a complex select and reference the results of that select as a mini-data source or sub-data source. Learn how to work with datasets.

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