Adding a Source

If a .xlsx file is loaded, the first page of the loading wizard opens:

Set the parameters:

• Decimal Separator. In the drop-down list select decimal separator character.

• First Row with Headers. The switch is active by default. Toggle the switch to inactive state if the first file row does not contains headers.

• Document Sheets. All sheets are selected by default. If required, deselect checkboxes of the unnecessary sheets.

To replace the loaded file, click the Select Other File button.

To delete the loaded file, hover the cursor over it and click the Delete button.

Click the Next button to open the second page of the loading wizard:

Set up names and types of fields in corresponding columns for the sheet selected in the Sheet drop-down list. When selecting real field type, set the number of displayed decimal places in the edit box using the and buttons. The number of decimal places is displayed as in the source by default.

The available sheets are only the ones specified in the Document Sheets list on the first wizard page.

If a .csv file is loaded, the first page of the loading wizard opens:

Set the parameters:

• First Row with Headers. The switch is active by default. Toggle the switch to inactive state if the first file row does not contains headers.

• Encoding. Select file text encoding method in the drop-down list.

• Text Qualifier. Select file field qualifier character in the drop-down list.

• Decimal Separator. In the drop-down list select decimal separator character.

• Column Delimiter. Select file column delimiter character in the drop-down list.

To replace the loaded file, click the Select Other File button.

To delete the loaded file, hover the cursor over it and click the Delete button.

Click the Next button to open the second page of the loading wizard:

Set up names and types of fields in corresponding columns. When selecting real field type, set the number of displayed decimal places in the edit box using the and buttons. The number of decimal places is displayed as in the source by default.

To create a new connection:

1. Click the button:

• Add if the Preconfigured Connections tab does not contain previously added connections.

• Add Connection button on the connections panel if the list of templates contains connections.

2. Enter connection name if required. The default name is Connection N, where N - template number in the list.

NOTE. One can create equal names for different templates.

3. Determine connection settings.

After executing the operations a new connection with specified settings is added.

After creating a new connection, system administrators can set up access permissions for preconfigured connections.

To quickly search for a connection template, click the Find button and in the dialog box that opens start typing its name.

To edit connection name:

1. Open the connection name for edit:

• Select the Rename item in the drop-down menu of the Actions button of the connection.

• Click the main mouse button on the connection name.

2. Set a new connection name.

3. To save the name, press the ENTER key or click outside the name edit box.

After executing the operations the connection template is renamed.

To duplicate connection template, select the Duplicate item in the drop-down menu of the Actions button of the connection. When creating a duplicate the system copies name and settings of the source connection, except for user authentication parameters.

To check preconfigured connection without adding a data source on the Source panel in the project, click the Check Connection button.

To delete connection template, select the Delete item in the drop-down menu of the Actions button of the template. After confirming the operation the selected connection template is deleted.

NOTE. The connection template used in the project cannot be deleted.