Create an embedded data source

An embedded data source in the Bold Reports^® Web Report Designer is a data connection that only the report in which it is embedded can use. You add it from the Data configuration panel.

How do I add a new data source?

You add a new embedded data source from the DATASOURCE panel of the Bold Reports^® Web Report Designer. To bind data to a report item, you need a minimum of one data source. Create a data source with these steps:

1. Click the Data icon in the configuration panel.

2. In the Data panel, click DATASOURCE in the top-left corner.

3. In the DATASOURCE configuration panel, click the NEW DATASOURCE button.

4. In the connection type panel, choose the data source type that you want to connect.

   Here, SQL connection type is used for demonstration.

   

5. In the new connection panel, set the following fields:

   • In the Name field, specify the data source name without special characters.
   • In the Server Name field, select an existing server in the local network from the drop-down list, or specify a remote server name like myserver.domain.com.
   • In the Authentication Type field, choose Windows or SQL Server authentication.
   • If you chose SQL Server authentication, specify the username and password of the server.
   • In the Database field, choose or enter an existing valid database, for example, AdventureWorks.

6. Click the Save button. The new embedded data source is added to the data source list pane, as shown below.

7. Use the data source. The embedded data source is now created in the report and ready for you to create or use data.

Frequently asked questions

Can other reports use an embedded data source?

No. In the Bold Reports^® Web Report Designer, an embedded data source can only be used by the report in which it is embedded.

How many data sources does a report need?

A report needs a minimum of one data source to bind data to a report item.

See also

• Link a shared data source
• Modify an embedded data source
• Create an embedded dataset