Adding and Switching Data Sources

How to:

When working in Document mode, you can add an additional data source. Once you have multiple data sources available, you can then switch between them. These options are on the Data tab, in the Data Source group. The ability to switch data sources is particularly useful in Document mode, as you may often switch between a report and a chart.

Note: The Data Source group is not available when working with Reporting Objects.

Procedure: How to Add and Switch Data Sources

  1. Open InfoAssist in Document mode.
  2. Add a report or chart.
  3. On the Data tab, in the Data Source group, click Add.
  4. In the Open dialog box, select a Master File and click Open.

    This option allows you to add additional data sources to a document, enabling you to insert reports from different data sources into the same document. The Resources panel refreshes with the newly selected data source.

  5. Click Switch to select from the available data sources.

    This option opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports. You can also switch data sources by selecting a report that is using a data source that is different from the one that is currently active. The Resources panel will reflect the structure of the data source that you choose.