Defining a Custom Data Source

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1.  Under the "Tools" menu, click on "System Setup".

 

2.  Click on the "Data Sources" tab.

 

3.  Click on the "New..." button.

 

SystemSetup_DataSource

 

4.  Select "<Custom> Microsoft OLEDB" and click "OK".

 

SystemSetup_DataSource_New_Custom

 

5.  Enter a name for this data source.

 

SystemSetup_DataSource_Name

 

6.  Click on "Customize..."

 

SystemSetup_DataSource_Customize

 

7.  You will see the data source configuration dialog.  Notice that there are three sections:

Connection String
"Is Valid" Query (Optional)
"Fiscal Period" Query (Optional)

 

SystemSetup_DataSource_Configuration