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Create a Jet Basics Data Source

Jet Basics Help Topics...

Overview

When you first start Excel with Jet Basics, you may see the notification that there is not yet a defined data source:

ds01.png

Accessing your Data

  1. Click on the Data Source Settings button and you will be asked how you want to configure your settings:

    ds02.png

    If you already have a Jet Data Source Settings file, you can choose to import those settings.

    Otherwise, you will select I want to configure my data source .

  2. On the New Data Source window, you will need to give your data source a name and select what type of database you are connecting to...

    ds03.png

For more in-depth instructions on creating a data source, select the type of data you want to connect to:

Direct Connections

Dynamics NAV Dynamics GP

Jet Remote Data Service (JRDS)

(JRDS) for NAV - Admin Guide

JRDS for GP - Admin Guide

JRDS for NAV - User Guide

JRDS for GP - User Guide

(although these articles describe using the full Jet Excel add-in, the concepts still apply to Jet Basics )

Published:

Create a Jet Basics Data Source

Jet Basics Help Topics...

Overview

When you first start Excel with Jet Basics, you may see the notification that there is not yet a defined data source:

ds01.png

Accessing your Data

  1. Click on the Data Source Settings button and you will be asked how you want to configure your settings:

    ds02.png

    If you already have a Jet Data Source Settings file, you can choose to import those settings.

    Otherwise, you will select I want to configure my data source .

  2. On the New Data Source window, you will need to give your data source a name and select what type of database you are connecting to...

    ds03.png

For more in-depth instructions on creating a data source, select the type of data you want to connect to:

Direct Connections

Dynamics NAV Dynamics GP

Jet Remote Data Service (JRDS)

(JRDS) for NAV - Admin Guide

JRDS for GP - Admin Guide

JRDS for NAV - User Guide

JRDS for GP - User Guide

(although these articles describe using the full Jet Excel add-in, the concepts still apply to Jet Basics )

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