You set up a connection information alias for each data
source that will provide data for the visual project (visual report
or dashboard).
About this task
When you add the queries that will be used in a visual project,
you must specify what connection information alias will be associated
with each query.
To
change the data source that will be used for a query, you edit the
query information and select a connection information alias entry
that points to the data source that you want to use. This feature
allows users to easily share visual reports and use their own data
sources. In addition, it facilitates moving between test and production
data sources.
To specify a connection information alias for
a data source, perform the following steps:
Procedure
- Open the Insert Connection window.
You can open the
Insert Connection window
in one of the following ways:
- From the Project Explorer view, right-click
the Connections node for the specific visual
project. Select Insert Connection from the
pop-up menu.
- From the Project Explorer view, double-click
the Connections node. The Insert
Connection window opens.
- Click a query from the Workspaces or Repository
Explorer view. With the mouse button pressed, drag the
query to the Queries node in the Project
Explorer view. A new data source connection is automatically
added to the Connections folder of the Project Explorer view.
- From the list of available data sources, select the data
source that will be associated with this connection information alias.
- Specify a unique name for this connection information alias
in the Connection name field.
- Click Finish. The Project
Explorer view lists the new connection information alias
under the Connections node in the tree.
Note: You can also set up a connection information
alias for a data source by dragging the data source from the Workspaces view
to the Connections folder for the visual project
in the Project Explorer view. The connection
information alias is added with the name ConnectionN. You can edit
the name of the connection information alias by right-clicking the
entry and selecting Rename.
Results
You have set up the data source connection information for
the visual data object.