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    Data source / SQL tab

    The Data Source / SQL tab is available once you have defined your data destination.

    You use this tab to:

    • maintain the connection to the data’s source
    • define the data to be retrieved from the data source and the order it is placed in Excel ready for validation and subsequent transfer.

    XXXX

    The first panel, Data source, contains the connection string used to access the data source. The Connection icon (XXX) indicates the current status of the connection as follows:

    • red – not connected
    • orange – the connection string has been modified since connection was made
    • green – currently connected

    If you intend the user to manually load the data into EDT, the connection string must be blank. If a connection has already been set up but is no longer required, click the Clear button to remove it.

    With some tasks you may want the user to supply one or more parts of the connection string, for example, they may have to enter a password. To do this, you first specify a task parameter and then include it in the connection string. The user will be prompted for the value of the parameter whenever they run the task.

    The second panel, SQL code, shows the SQL used to retrieve the data from the data source. This is generated automatically and is dependent on the data source and the value of the Source Object field. If required, you can amend the SELECT statement so that it only retrieves relevant data. You can also give the user control over the data retrieved using one or more task parameters. To do this, you specify each task parameter and then include it in the SELECT statement. The user will be prompted for the value of the parameters whenever they run the task.

    Maintain data source connection