Article by: Eduardo Haro – Business Analyst

Please follow the steps below to set up a new data source within Excel Jet Reports. Setting up the data source will allow the user to use their company’s information within the reports.

Open Excel.

Click the Jet Tab.

Click the Data Source Settings icon.

Click the “+” icon to create a new source.

A new window will prompt you to create a name for the source and identify the Database type.

The sign-in screen will appear where you will sign in using your credentials for the environment selected.

Once signed in, you will get the following window. Click Ok, and everything should be all set with creating your data source which will now allow you to begin using your data within Jet Reports.

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